Wealth management and family office software for sophisticated investors
Stock research on primary sources with an AI analyst that cites every figure
Stage
Established
Not given
Founded
2021
Not given
Based in
US
Not given
Pricing model
Freemium
Freemium
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Free: 100 API requests/day, ALVIS access, SEC filings and earnings intelligence. Plus: $9.99/month with 100 ALVIS credits weekly, 10,000 API requests/day, delayed stock prices and indicative option quotes. Pro: $19.99 first month, then $49.99/month with 1000 ALVIS credits weekly, real-time stock and
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
SEC filings full-text and semantic search
Earnings-call transcripts with speaker attribution and audio
13F institutional holdings tracked over time
ALVIS AI analyst with source citations
MCP server and REST API integration
AI stock screener with plain English queries
Supply chain tracking including private companies
Pro Trackers: turn websites into verified datasets
International listings for European, Chinese and Hong Kong stocks
Index rebalancing forecasts and probabilities
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
Every extracted figure cites its source filing
Primary-source data parsed from original filings, never third-party estimates
Open-source foundation with publicly available code
Data available through CSV exports for Excel and Google Sheets
Copia Wealth Studios
Equibles