Wealth management and family office software for sophisticated investors
Business data, understood
Stage
Established
Not given
Founded
2021
Not given
Based in
US
GB
Pricing model
Freemium
Freemium
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Free: €0/month. Starter: €2.99/month (€0.99 total for the first 3 months). Business: €5.99/month. Enterprise: Custom pricing. Annual plans cost ten months and give twelve months of access.
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
Connect files, stores, spreadsheets, APIs and business tools
Automatic data profiling and quality checks
AI analysis in read-only mode with calculation explanations
Scoped API keys and usage inspection
Row-level security and tenant isolation
Role-based access control
Audit trail for sensitive actions
Support for Shopify, WooCommerce, Stripe and databases
Saved dashboards and reusable reports
Hard usage limits protect performance
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
Built for secure multi-tenant business analytics from the database layer up
AI that cites datasets and shows calculations in read-only mode
Company boundaries enforced at database level with row-level security
Versioned API with per-company scopes and audit trails
Entry pricing from €2.99/month with introductory offer at €0.99 for first 3 months
Copia Wealth Studios
DataShowing