Business, market, and competitor intelligence platform
Wealth management and family office software for sophisticated investors
Stage
Not given
Established
Founded
Not given
2021
Based in
Not given
US
Pricing model
Freemium
Freemium
Pricing
Free plan at $0 forever with 1 Subject Business and Presence Intelligence. Pro plan at $49 per month with Up to 3 Subject Businesses and Market Intelligence. Pro Intelligence at $99 per month with Up to 3 Subject Businesses and daily automatic intelligence. Agency plan with Custom pricing available
Core tier free; Clarity, Panorama and Signature plans available
Key features
Competitor profiles with services, offers, and pricing visibility
Market change detection and strategic events
Website technical and content health analysis
Conversion leak detection
Historical intelligence tracking
AI visibility and search appearance analysis
Automatic weekly or daily intelligence runs
Competitor drilldown with capture history
Portfolio view with team access and role-based permissions
Market Scans with original research and analysis
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
What makes it different
Continuously monitors changes across competitors' digital presence as they happen
Evaluates observations against consistent, repeatable criteria across six dimensions
Ties every recommendation directly to the evidence that produced it
Tracks market through dated observations rather than one-time verdicts
Built from publicly observable signals without access to private analytics or non-public data
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
Orbit
Copia Wealth Studios