NEWCaplight raises a $16M Series A, led by BlackRock and Fin Capital →
Skip to main content
Caplight Logo









Copia Wealth Studios

Copia Wealth Studios

Private
San Diego, CaliforniaFinTechhttps://copiawealthstudios.com/

Last Round

Seed

Jul 19, 2021

Total Funding Raised

$1M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

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

Keywords

wealth management platformportfolio management softwareAI wealth managementfamily office softwarealternative investment platformwealthtechportfolio aggregationRIA softwareinvestor portalcapital call forecastingunified portfolio viewAI document processingfamily office techprivate equity reportingilliquid asset managementrelationship intelligence

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Copia Wealth Studios Comps

Public and private peers based on sector, stage, and business model.

Copia Wealth Studios comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

View Full Comps Set

Access detailed peer comparisons, multiples, and valuation benchmarks.

Copia Wealth Studios Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedJul 19, 2021
View all Funding Rounds

Key People

Founding team and executive leadership

Mark M.

Co-Founder and Chief Technology Officer

Founding Team

Michael J. Sikorsky

CEO

Executive Team

Copia Wealth Studios Investors

Notable investors and investment history

Copia Wealth Studios investors
InvestorRounds
Longley CapitalSeed
Interlock CapitalSeed
Destra Capital InvestmentsSAFE, Seed
View all Investors

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 18, 2026

    Monthly visitors grew 589% MoM, from 432 to 3K.

  • Apr 4, 2026

    Monthly visitors grew 241% MoM, from 432 to 1.5K.

View all signals

Copia Wealth Studios Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

Copia Wealth Studios Filings

SEC and related filings with document metadata.

Firmographic Details

HeadquartersSan Diego, California
Employee Range19
Year Founded2021
Last FundingJul 19, 2021

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.