Wealth management and family office software for sophisticated investors
AI demand and competitor intelligence platform
Stage
Established
Startup
Founded
2021
2024
Based in
US
Not given
Pricing model
Freemium
Paid
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Compete plan: $49/month, billed monthly, cancel anytime. Includes weekly competitor intelligence briefs for up to 12 competitors, Answer Radar AI visibility tracking, Claude connector and priority support.
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
Weekly graded competitor briefs on up to 12 competitors
Tracks competitor launches, pricing, partnerships, funding, messaging and hiring
Competitor complaint and switching-intent tracking from review sites
Answer Radar tracks ChatGPT, Gemini, Perplexity, Claude and Google AI Overviews recommendations
MCP connector for Claude, ChatGPT, Cursor and VS Code
AI keyword research scored by conversion potential
Share results by link without seat requirement
Priority support included
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
Self-serve with published pricing, no analyst needed
Combines competitor intelligence with AI answer engine visibility
Integrates directly into AI assistants through MCP instead of switching tabs
Reviews and switches signals from multiple sources in one weekly brief
Copia Wealth Studios
Linkeddit