Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage their alternative assets.
SlackHQ
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.
Remote · Alberta, Canada
The role involves shipping production code rapidly and deploying applied AI workflows by translating business requirements into modular agentic tasks. The engineer will also analyze data via SQL and dashboards to inform product and business decisions.
