Copia
Curated by SignalWealth data aggregation platform consolidating investments for informed decision-making.
Overview
Copia operates as a personal wealth data aggregation platform that assists individuals in managing their financial portfolios through a centralized solution. The platform aggregates data from various sources, including bank accounts, investment accounts, retirement funds, and real estate holdings, providing users with a comprehensive view of their financial assets and liabilities. It includes analytics tools that allow users to track their net worth over time and identify potential growth opportunities or risks. The platform offers customizable dashboards and employs encryption for data privacy, aiming to support decision-making related to investments, savings, and spending.
Key facts
- Founded
- 2021
- Headquarters
- San Diego, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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Open roles
2 rolesSenior Software Project Manager
San Diego Metropolitan Area · On-site · Temporary
Senior Data Engineer
Canada · On-site · Temporary
