Wealth management and family office software for sophisticated investors
Explore and compare quality of life across every US county with interactive maps and official public data
Stage
Established
Not given
Founded
2021
Not given
Based in
US
PT
Pricing model
Freemium
Freemium
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Free plan with maps, rankings, API and basic alerts; Pro at $29/month with daily alerts and exports; Team at $99/month per seat with opportunity scoring and supplier monitoring; Organization plan at custom pricing with bulk data and 1,000,000 API requests daily.
Key features
AI-powered document ingestion
Entity map visualization
Capital call forecasting
Multi-asset performance analytics
Automated data aggregation
Deal and due diligence tools
Investor portal and CRM
AI-powered workflows
Open architecture and API platform
Lens store for custom use cases
Interactive quality of life maps for all US counties, states and metro areas
Congressional district maps showing 535 members, their votes and party affiliation
5,470 roll calls since January 2021 with party voting patterns and ideology scores
Federal contract money by congressional district and ZIP code, $739.6B tracked for FY2025
All 435 House and 35 Senate seats in 2026 election with candidates and campaign finance data
Watchlist to save places, recipients and agencies across all plans
Alerts and monitoring with daily or instant email notifications on paid plans
CSV exports up to 1,000,000 rows on Organization plan
API access with free keys, from 1,000 to 1,000,000 requests daily by plan
What makes it different
Flat-fee pricing model that doesn't scale with assets under management
SOC 2 compliant with military-grade security for sensitive financial data
Built by team behind global #1 apps and Deloitte Fast 500 companies
All data is public and stays free to explore, even with paid plans
Every data point links to its official source with vintage and time period documented
Congress data updated daily with complete roll calls, bills and member records since 2021
Interactive visualizations including seat charts, party ideology plots and district money maps
14-day refund guarantee for all paid plans, no reason needed
Copia Wealth Studios
Analisa US