Wealth management and family office software for sophisticated investors
All-in-one business management software for Australian service businesses
Stage
Established
Not given
Founded
2021
Not given
Based in
US
AU
Pricing model
Freemium
Freemium
Pricing
Core tier free; Clarity, Panorama and Signature plans available
meMate Business base plan: $99.85 AUD per month (includes 2 desktop users). Add-ons: meMate Work $62.32/month (includes 4 mobile users), Enquiries $20.63/month, Assets $9.85/month, Additional desktop user $14.77/month, Additional mobile app user $3.18/month, Additional location $45.85/month. All pri
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
CRM and client management with customer details, leads and communication tracking
Quoting and invoicing with quote to invoice conversion
Project and job management with task assignment and timeline tracking
Real-time profitability tracking and budget management
Team scheduling, shifts and time tracking
Real-time financial reporting and business insights
Integrated team chat and SMS communication
Mobile app for field teams and contractors
Quote calculator with pre-configured products and services
Cloud-based access from anywhere
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
Single integrated platform replacing five or more separate business tools
No onboarding fees with free 1-to-1 setup and rapid go-live in 1-3 days
Real-time profitability visibility for each project and service
Built specifically for Australian small and medium businesses
Copia Wealth Studios
meMate