Wealth management and family office software for sophisticated investors
Advanced analytics platform for Amazon sellers
Stage
Established
Not given
Founded
2021
Not given
Based in
US
US
Pricing model
Freemium
Freemium
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Core plan: $47/mo with 5 seller accounts included and $100k/mo in Amazon sales included; $50 per each next 10 accounts; sales above $100k billed at $10 per extra $100k. Advanced plan: $147/mo with 1 seller account and $50 per each next account; includes everything from Core plus MCP connection and A
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
Real-time profit dashboard tracking daily profit
Profit and Loss Statement with detailed cost breakdown
Customer Lifetime Value tracking by cohort
Keyword-level market share tracking
Advanced advertising analytics
Inventory management with stock level monitoring
Returns and refund rate analysis
AI-powered insights via Claude and ChatGPT
API access for custom applications
Data warehouse with PostgreSQL database access
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
Data updates every 30 minutes for real-time decision making
Reconciles all Amazon fees for accurate profit calculation
Customizable to different business models including CPG and durable goods
Copia Wealth Studios
My Real Profit