Copia Wealth Studios Revenue

Financial Services • Denver, Colorado, United States • 21-50 Employees

Copia Wealth Studios revenue & valuation

Annual revenue	$1,796,655
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,800,000
Total funding	No funding

Key Contacts at Copia Wealth Studios

Michael J. Sikorsky

Ceo

Mark Madsen

Co-Founder And Chief Technology Officer

Company overview

Headquarters	Denver, Colorado, United States
Phone number	+18883158468
Website	copiawealthstudios.com
NAICS	52
Keywords	Document Management, CRM, Investment Management, Performance Reporting, Workflow Support, Specialized Planning, Ai/Ml, Investment Data/Analytics
Founded	2021
Employees	21-50
Socials

Copia Wealth Studios Email Formats

Copia Wealth Studios uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@copiawealthstudios.com), used 47.6% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@copiawealthstudios.com	47.6%
{first initial}.{last name}	j.doe@copiawealthstudios.com	42.9%
{first initial}	j@copiawealthstudios.com	9.5%

About Copia Wealth Studios

Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets. Copia seamlessly aggregates investment data from disparate systems, portals and documents into a single, unified view and leverages AI to validate data and provide valuable insights for better decision making. Whether managing your own portfolio, running a family office, or overseeing multiple clients, see your investments in a new light by putting your Assets Under Intelligence™. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Copia Wealth Studios has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Explore Copia Wealth Studios's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2021-08-01	3	N/A

Funding Insights

Number of funding rounds

Copia Wealth Studios Tech Stack

Discover the technologies and tools that power Copia Wealth Studios's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

HubSpot CMS Hub

CMS

Goober

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Apple iCloud Mail

Webmail

HTTP/3

Miscellaneous

HSTS

Security

Google Analytics

Analytics

Linkedin Insight Tag

Analytics

Splide

JavaScript libraries

Frequently asked questions

Copia Wealth Studios is located in Denver, Colorado, US.

You can reach Copia Wealth Studios at +18883158468.

Copia Wealth Studios generates an estimated annual revenue of $1,796,655. This revenue figure reflects the company's market position and business performance in its industry.

Copia Wealth Studios has an estimated valuation of $5,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Copia Wealth Studios was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Copia Wealth Studios has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Copia Wealth Studios

Michael J. Sikorsky

Ceo

Mark Madsen

Co-Founder And Chief Technology Officer

4.8

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