Wealth management and family office software for sophisticated investors
One message when something changes for your company that needs action
Stage
Established
Startup
Founded
2021
Not given
Based in
US
Not given
Pricing model
Freemium
Freemium
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Free: $0 (watchlist and read log, no interrupts). Pro: $25/month (one investor, founder or engineer, interrupts on iPhone app, email or console, MCP access). Team: $299/month flat (one watchlist for the company, up to 10 seats, interrupts via Slack, email or app, own console).
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
Monitors competitor pricing and features
Tracks vendor outages and status changes
Watches technology dependencies and releases
Monitors regulatory changes and enforcement
Integrates with Claude Code and Cursor for code agent queries
Delivers alerts via Slack, email, or iPhone app
Records decision logs with reasoning for each alert
Reads from curated corpus and custom sources
Applies three checks to every update before sending alerts
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
Consolidates five separate tools into one unified watchlist
Costs $3,588/year for Team plan versus $44,032/year for equivalent separate tools
No dashboard to check, digest, or unread pile needed
Every decision logged with its reason for full auditability
Sources read only for your company, deletions are permanent
Copia Wealth Studios
Thalmas