Copia Wealth Studios Unveils “Clarity”
Copia Wealth Studios today announced the launch of “Copia – Clarity,” an advanced wealth management platform designed specifically for sophisticated allocators managing diverse investment portfolios. The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals. “Today’s ultra-high-net-worth investors, particularly those who have recently exited businesses, face huge challenges making sense of their expanding investment portfolios,” said Michael Sikorsky, CEO of Copia Wealth...