High-performance, AI-safe self-service analytics with a governed semantic layer and beautiful dashboards
Wealth management and family office software for sophisticated investors
Stage
Not given
Established
Founded
Not given
2021
Based in
US
US
Pricing model
Freemium
Freemium
Pricing
Free: 1 Developer, 25 Users, 2 data sources per project. Team: 3 Developers, 50 Users, unlimited data sources per project. Enterprise: Custom developers and users. Free plan includes email support (3-day response), Team adds 24-hour response aim, Enterprise includes custom support.
Core tier free; Clarity, Panorama and Signature plans available
Key features
Beautiful-by-default dashboards with automatic layout and styling
Grain-safe automatic cross-domain blending that prevents double-counting
Federated smart OLAP routing for sub-second query response
Five measure types plus segments for flexible metrics
Agent builder with inherited row-level security
Row-level security and masking in the semantic model
Google Sheets add-on for data delivery
Scheduled reports and subscriptions
Semantic Layer as Code with YAML configuration
Dynamic Universes for open data model exploration
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
Correctness by construction with grain-safe joins that refuse invalid combinations
Agent-native architecture where agents query the same semantic layer as humans
Federated OLAP routing for sub-second performance without warehouse overload
Open source semantic query engine (0sql) available under MIT license
Built at Netflix for enterprise-scale analytics
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
Strata
Copia Wealth Studios