wealthtech vendor
The Copia Group
CHICAGO, IL
CRD: 327954
In network coverage since September 29, 2026 · 2 stories
$115MRegulatory AUMSEC Form ADV · Oct 24
7EmployeesForm ADV
Regulatory AUM · Oct 3 – Oct 24
Network coverage
Data
Northwestern Mutual, Northern Trust and Citi each add family-office governance roles
Northwestern Mutual's platform gives advisers retainer-based access to more than 40 in-house specialists, while Northern Trust and Citi hired senior family-office and trust executives.