Chantico and Copia Partner for Enhanced Portfolio Scenario Modeling

Chantico Technology and Copia Wealth Studios have announced a strategic partnership to integrate Chantico's scenario modeling capabilities with Copia's wealth management platform. Announced in a press release, this collaboration aims to address the challenge of stress-testing portfolios that include both traditional securities and alternative investments such as private equity and real estate.

The partnership will enhance decision-making across diverse asset classes by combining Chantico's advanced modeling tools with Copia's comprehensive wealth intelligence platform. This integrated solution is designed to empower investors by providing predictive insights into market shifts, particularly for portfolios heavily invested in alternative assets.

The new offering will be available to existing Copia clients in Q3 2025, with a broader rollout planned for Q4. Financial terms of the partnership were not disclosed.