Copia Wealth Studios has introduced “Copia – Clarity,” an AI-powered wealth management platform tailored for sophisticated investors.
This solution comes as a response to the challenges faced by successful entrepreneurs and family offices in managing multiple alternative investments through various investor portals.
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“Copia – Clarity” offers a suite of features to meet the needs of its target audience.
The platform’s “contextually-aware” AI assistant delivers intelligent insights and responds to queries with an understanding of the user’s portfolio, assets, and investment managers, a company release said.
Its automated document acquisition system connects to multiple investor portals, streamlining document collection and reducing administrative burdens.
The platform also provides comprehensive tracking of both traditional and alternative assets, including early-stage startups and private equity funds, further stated the company.
Copia Wealth Studios product vice president Mark Yams said: “Our clients no longer need to juggle multiple logins, manually compile data, or worry about missing critical information. Everything they need is accessible through a single source.”
Clarity’s data extraction and normalisation capabilities ensure that documents are transformed into structured data, offering comparable metrics across various investments.
Additionally, its discrepancy detection feature helps identify financial inconsistencies, safeguarding against errors and ensuring data integrity.
Copia Wealth Studios CEO Michael Sikorsky said: “Today’s ultra-high-net-worth investors, particularly those who have recently exited businesses, face huge challenges making sense of their expanding investment portfolios.
“Clarity eliminates this pain by adding AI-powered intelligence and automation to wealth management, giving our clients complete visibility and control over their entire portfolio.”
Copia Wealth Studios was established in 2021 and is based in San Diego.
In December 2024, it acquired Kinship, a relationship management app for wealth managers, as part of its effort to develop a comprehensive operating system for asset owners and managers.
This acquisition represents the second successful exit for CEO and founder Victoria Wejchert, who joined Copia as a partner.
