Wealth management and family office software for sophisticated investors
The truth about your business, in plain English
Stage
Established
MVP
Founded
2021
Not given
Based in
US
Not given
Pricing model
Freemium
Free trial
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Early access members receive a 14-day free trial. Founding members lock in founding-member pricing when paid plans open. Final pricing to be announced to the waitlist first.
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
Connects to QuickBooks, Square, Shopify and other business tools
Financial Overview showing story behind numbers with action steps
Business Health dashboard with benchmarking against similar businesses
Read-only secure connections with bank-level encryption
Learns business patterns and gets sharper over time
Actionable next steps for every insight
Adapts to specific business type and market
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
Plain English insights instead of dashboards and financial jargon
Built specifically for small businesses, not a one-size-fits-all template
Combines analysis with specific, actionable next steps
Secure read-only connections that never access or move money
Copia Wealth Studios
LightSignal