Copia Wealth Studios

Copia Wealth Studios makes wealth reporting software for single-family offices, multi-family offices, RIAs and other institutions, as well as for wealthy investors who run their own portfolios. The company says its platform is used by more than one hundred family offices.

The software is designed for portfolios heavy in alternative assets such as real estate, venture capital and private funds. It uses AI to read investor documents and extract their data, connects to custodial accounts and investor portals, and keeps one record of all holdings. Users can forecast and log capital calls, collect K-1s in one place with figures rolled up for accounting, and benchmark the returns of assets and outside managers by asset class or tag. An entity map shows trusts, entities and family relationships, and monthly reports can be produced on a schedule. For firms serving many clients, Copia adds team dashboards, an audit trail of edits, permission controls by user or team, and signals when client engagement rises or slips.

Copia was founded in 2021 by Michael Sikorsky and lists an address in Carlsbad, California. It markets the idea of putting assets under intelligence as a registered trademark. Its site says the platform holds a SOC 2 audit. Firms request access through a demo; pricing is not published.