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Copia Champions AI Wealth Management Model

Summary by San Diego Business Journal
SAN DIEGO – Copia Wealth Studios founder and CEO Michael Sikorsky modeled his artificial intelligence-powered wealth management company after Salesforce. “They took the customer record, they built the platform so people could code there, do stuff, and then you think of their marketing, they went to (enterprise resource planning) vendors where you had to deploy […]
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San Diego Business JournalSan Diego Business Journal

Copia Champions AI Wealth Management Model

SAN DIEGO – Copia Wealth Studios founder and CEO Michael Sikorsky modeled his artificial intelligence-powered wealth management company after Salesforce. “They took the customer record, they built the platform so people could code there, do stuff, and then you think of their marketing, they went to (enterprise resource planning) vendors where you had to deploy […]

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San Diego Business Journal broke the news in on Wednesday, July 9, 2025.
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