Wealth management and family office software for sophisticated investors
Find the details that cost you customers.
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
Essentials: $245/mo per entity. Growth: $445/mo per entity. Intelligence: custom pricing. Portfolio plans start from $1,500/mo. One entity is $245/mo on Essentials. Three is $735/mo. From the fourth entity you move to a Portfolio plan, from $1,500/mo.
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
Free Rapid Scan: three personalized insights in 30 seconds
Full Diagnostic: 50-point analysis across five pillars in under 24 hours
Truth Cards: findings with evidence, competitor comparison and revenue impact
Concept Studio: develop product concepts with renderings and cost models
Simulation Engine: test concepts with synthetic buyer panel
12 strategy and drafting agents for work preparation
Competitor monitoring across up to 10 direct competitors
Integration with Shopify and Google Business Profile
White-label reports for agencies on Growth and Intelligence plans
API access on Intelligence plan
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
Analyzes 5,000+ market signals with direct competitor benchmarking
Every recommendation backed by evidence with estimated monthly revenue impact
30-Day Truth Guarantee: second month free if no gap worth more than monthly plan is found
End-to-end workflow from diagnosis to AI-assisted work preparation
No integrations required: starts with just a business URL
Copia Wealth Studios
Ontevo