Copia Wealth Studios Acquires Kinship (Wealth Manager Relationship App)
December 10, 2024
Copia Wealth Studios has acquired Kinship, a relationship management app for wealth managers, and will integrate Kinship’s relationship intelligence into Copia’s AI-powered WealthOS. Kinship founder and CEO Victoria Wejchert becomes a partner at Copia as part of the transaction, which expands Copia’s platform capabilities for family offices, RIAs and asset managers.
- Buyers
- Copia Wealth Studios
- Targets
- Kinship (Kinship Systems)
- Sellers
- Kinship, Victoria Wejchert
- Industry
- Software
- Location
- New York, United States
- Transaction Type
- Buyout
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