Copia Wealth Studios Overview
- Year Founded
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2021
- Status
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Private
- Employees
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22
- Latest Deal Type
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Seed
- Latest Deal Amount
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$10M
- Investors
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5
Copia Wealth Studios General Information
Description
Operator of a financial intelligence platform intended to streamline portfolio management. The company's platform uses modern design and machine learning to bring all investments into one view with real-time updates, enabling modern wealth owners to manage their finances efficiently by providing the data they need with custom and tailored lenses.
Contact Information
Website
www.copiawealthstudios.comCorporate Office
- 7103 Argonauta Way
- Carlsbad, CA 92009
- United States
Corporate Office
- 7103 Argonauta Way
- Carlsbad, CA 92009
- United States
Copia Wealth Studios Timeline
Copia Wealth Studios Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 3. Seed Round | 28-Mar-2024 | $10M | Completed | Generating Revenue | ||
| 2. Seed Round | 01-Jul-2023 | Completed | Generating Revenue | |||
| 1. Seed Round | 19-Jul-2021 | $2.7M | $2.7M | Completed | Generating Revenue |
Copia Wealth Studios Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Seed-2B | ||||||||
| Seed-2A | ||||||||
| Seed-2D | ||||||||
| Seed-2C | ||||||||
| Seed-2E | 107,237 | $0.000100 | $0.7 | $0.7 | 1x | $0.7 | 0.43% | |
| Seed-1 | 2,934,262 | $0.000100 | $0.9 | $0.9 | 1x | $0.9 | 11.81% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
Copia Wealth Studios Comparisons
Industry
Financing
Details
Copia Wealth Studios Competitors (3)
One of Copia Wealth Studios’s 3 competitors is Eton Solutions, a Venture Capital-Backed company based in Morrisville, NC.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Eton Solutions | Venture Capital-Backed | Morrisville, NC | ||||
| Altoo | Accelerator/Incubator Backed | Zug, Switzerland | ||||
| Private Wealth Systems | Venture Capital-Backed | Darien, CT |
Copia Wealth Studios Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Copia Wealth Studios Patents
Copia Wealth Studios Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-12711148-B1 | Systems and methods for structuring and analyzing data | Active | 14-Feb-2025 |
Copia Wealth Studios Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Copia Wealth Studios Investors (5)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Angel (individual) | Minority | |||
| Interlock Capital | Venture Capital | Minority | ||
| Longley Capital | Venture Capital | Minority | ||
| Sky and Ray | Family Office | Minority | ||
| Victorum Capital Club | Angel Group | Minority |
Copia Wealth Studios Acquisitions (1)
Copia Wealth Studios’s most recent deal was a Merger/Acquisition with Kinship (Business/Productivity Software). The deal was made on 04-Dec-2024.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Kinship (Business/Productivity Software) | 04-Dec-2024 | Merger/Acquisition | Business/Productivity Software |
Copia Wealth Studios FAQs
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When was Copia Wealth Studios founded?
Copia Wealth Studios was founded in 2021.
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Where is Copia Wealth Studios headquartered?
Copia Wealth Studios is headquartered in Carlsbad, CA.
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What is the size of Copia Wealth Studios?
Copia Wealth Studios has 22 total employees.
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What industry is Copia Wealth Studios in?
Copia Wealth Studios’s primary industry is Business/Productivity Software.
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Is Copia Wealth Studios a private or public company?
Copia Wealth Studios is a Private company.
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What is the current valuation of Copia Wealth Studios?
The current valuation of Copia Wealth Studios is .
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What is Copia Wealth Studios’s current revenue?
The current revenue for Copia Wealth Studios is .
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How much funding has Copia Wealth Studios raised over time?
Copia Wealth Studios has raised $21.7M.
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Who are Copia Wealth Studios’s investors?
, Interlock Capital, Longley Capital, Sky and Ray, and Victorum Capital Club have invested in Copia Wealth Studios.
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Who are Copia Wealth Studios’s competitors?
Eton Solutions, Altoo, and Private Wealth Systems are competitors of Copia Wealth Studios.
Data Transparency
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