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Copia Wealth Studios

Financial Services

Specialities :
Investment management
Performance reporting
Crm
Document management
Investment data/analytics

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Copia Wealth Studios

What does Copia wealth studios do?+

Copia helps those with complex portfolios simplify their wealth

What are Copia wealth studios's specialties? +

Investment management,performance reporting,crm,document management,investment data/analytics,specialized planning,ai/ml,and workflow support

What is Copia wealth studios's industry? +

Copia wealth studios operates in the Financial services industry.

What is Copia wealth studios's revenue? +

Copia wealth studios's revenue is 11m - 100m

What is Copia wealth studios's company size? +

Copia wealth studios has 11 - 50 employees.

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