Copia Wealth Studios
PrivateLast Round
Seed
Jul 19, 2021
Total Funding Raised
$1M
Company Overview
Copia Wealth Studios operates in FinTech and is based in San Diego, California. Its latest recorded funding round was a Seed round in July 2021.
Copia Wealth Studios is a fintech company that provides an AI-powered wealth management platform for sophisticated investors, family offices, and institutions to manage complex portfolios.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Financial Data, Business Intelligence
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Copia Wealth Studios Comparables
Compare Copia Wealth Studios with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| ARQA | 87% | |
| Aleta | 84% | |
| Asora | 84% |
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Copia Wealth Studios Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Copia Wealth Studios Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Longley Capital | Seed |
| Interlock Capital | Seed |
| Destra Capital Investments | SAFE, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 8, 2026
Monthly visitors increased 37% MoM.
- May 1, 2025
Monthly visitors grew 207% MoM, reaching 9.2K.
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Copia Wealth Studios Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about Copia Wealth Studios's valuation, stock price, and market status.
Is Copia Wealth Studios a public or private company?
Copia Wealth Studios is a private company.
What is the current stock price of Copia Wealth Studios?
Copia Wealth Studios is a private company, so its shares have no public market price. Caplight tracks Copia Wealth Studios's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Copia Wealth Studios worth (valuation)?
Valuation information for Copia Wealth Studios is not publicly available.
Can I buy Copia Wealth Studios stock?
Copia Wealth Studios shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Copia Wealth Studios's last funding round?
Copia Wealth Studios's most recent funding round was Seed on July 19, 2021.
Who are the main investors in Copia Wealth Studios?
Key investors in Copia Wealth Studios include Longley Capital, Interlock Capital, Destra Capital Investments.
Will Copia Wealth Studios IPO soon?
No public IPO plans have been announced for Copia Wealth Studios.
How can I track Copia Wealth Studios secondary market activity?
Caplight tracks bids, offers, and trades in Copia Wealth Studios's shares on secondary markets.