Wealth management and family office software for sophisticated investors
Evidence-first China supplier verification with official records
Stage
Established
Startup
Founded
2021
2026
Based in
US
CN
Pricing model
Freemium
Not given
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Report packs from $26.55 USD, optional checks from $4.90 added to packs. Bundle discounts at 90% (theme packs) or 60% (all-checks bundle). Batch orders from 3+ companies receive 10% discount, 15% from 10+. Named individuals unlock is $99 flat fee per order or batch.
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
Free browser-side wording and code format checks
Dated evidence with source and query date for every finding
Human manual rechecks of key official sources
Automatic report delivery in seconds or 72-hour fallback window
Watermarked PDF downloads and 7-day viewing access
14-day refund guarantee for first paid report
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
Evidence-first approach with every finding dated and sourced, showing what records prove and what they cannot
Free indicative screening that runs entirely in the buyer's browser with no data stored
Live-data availability shown before lookup to indicate which sources are currently accessible
No automated querying of official Chinese portals; uses licensed business-information platform or manual rechecks
Clear separation of buyer decision at each order stage: identity, capability, documents, and payment
Copia Wealth Studios
Currawong