Copy.Financial is Secure Investments for the Future

We help clients formulate and implement a long-term, diversified investment strategy based on our Outsourced CIO (OCIO) operational platform.

Trusted by 100k+ Investors

We Value Data for Informed Investing

At Copy.Financial, we prioritize data for smarter investments. Our approach relies on thorough analysis of market trends, economic indicators, and company performance. Build Vision Together Now

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Projects Done

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Years Experience

Funding & Investment

At Copy.Financial we excel funding & investing, guiding strategic decisions.

Capital Transparency

We prioritize capital transparency Our commitment ensures clarity.

Secure Investment Plan

Our Secure Investment Plan at Copy.Financial ensures stability and growth.

What we can help you with

We're here to assist with your financial goals. From investments to retirement planning, count on us for expert guidance

The best service we offer for you

More Services

Investment Research and Analysis

Our Investment Research and Analysis team uncovers valuable insights.

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Risk Management Solutions

Our Risk Management Solutions ensure your investments are safeguarded.

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Financial Planning and Consultation

We offers personalized guidance to secure your financial future.

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Retirement Planning Services

Secure Your Future with Retirement Planning Services at Synox.

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Safety First

Safety First is our motto at Copy.Financial prioritizing your financial security. Trust us for stability as you pursue your goals.

Secure transactions with two-factor authentication

Trusted by 40+ million Investors worldwide

Data security with no compromises

What Investors Say About Us

Investors praise our transparent approach, personalized guidance, and user-friendly platform. At Synox their trust is our greatest endorsement

Find the level that suits you

Find your perfect fit at "Copy.Financial" We offer tailored solutions for investors at every stage. Let us guide you toward success.

  • Perfect For: Fintech funding
  • Funding Capacity up to $1.000.000,00
  • Term up to 3-5 years

Featured Include:

  • All Premium benefits, plus
  • $200.000/yr investment in Copy.Financial Deal
  • 50% kickback in XKI on fees
  • Instant Messaging Concierge Service
  • 25% kickback in XKI on fees
Invest Today
  • Perfect For: Revenue based funding
  • Funding Capacity up to $50.000,00
  • Term up to 2 years

Featured Include:

  • All Premium benefits, plus
  • $20.000/yr investment in Copy.Financial Deal
  • 50% kickback in XKI on fees
  • Instant Messaging Concierge Service
  • 25% kickback in XKI on fees
Invest Today
  • Perfect For: Business Line of Credit
  • Funding Capacity Up To $100.000,00
  • Term Up To 2 years

Featured Include:

  • Access to all Copy.Financial products
  • Join Events, Meet Our Community
  • Invest $25.000/yr in Copy.Financial Deal
  • Access to exclusive Copy.Financial content
  • 25% kickback in XKI on fees
Invest Today
  • Perfect For: Equipment financing
  • Funding Capacity up to $750.000,00
  • Term up to 3 - 5 years

Featured Include:

  • All the Titanium benefits, plus
  • Unlimited investments
  • 75% kickback in XKI on fees
  • Private events
  • Telephone concierge
Invest Today
  • Perfect For: SVA investment
  • Funding Capacity up to $5,000.00
  • Term up to 10 - 25 years

Featured Include:

  • All the Black benefits, plus
  • 90% kickback in XKI on fees
  • Invest $5,000.00/yr in Synox Deal
  • 15 minute priority on deals
  • 25% kickback in XKI on fees
Invest Today

Meet Our Leadership Team

Meet our leadership team at Copy.Financial With expertise in finance, technology, and strategy, they drive our success forward.

Serhiy Yaroslav

Investment Analys

Pavlo Bohdan

Financial Advisor

Emma Sophia

Fund Manager

Jordan Eugenio

Retirement Planner

have a question look here

For quick answers, visit our FAQ section. Can't find what you need? Contact our support team.

We recommend a diversified portfolio tailored to your individual retail needs, This may include stocks, bonds, mutual funds, ETFs, real estate, Crypto, Commodity, Metal. And For Institutional / Banking / For Company We recommend Virtual Reality, Augmented Reality, and Metaverse Technology-Based Business. Industry through Artificial Intelligence (AI) and Automation. Business in Renewable Energy and Green Technology Sector

We recommend a diversified portfolio tailored to your individual retail needs, This may include stocks, bonds, mutual funds, ETFs, real estate. And For Institutional / Banking / For Company We recommend Virtual Reality, Augmented Reality, and Metaverse Technology-Based Business. Industry through Artificial Intelligence (AI) and Automation. Business in Renewable Energy and Green Technology Sector

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"Copy.Financial" approach to risk management is built on a comprehensive, proactive framework that blends deep quantitative analysis with qualitative insights, ensuring that we not only safeguard investments but also capitalize on market opportunities. I begin by rigorously identifying and assessing potential risks—whether they stem from market fluctuations, credit concerns, liquidity constraints, operational factors, or regulatory changes. This involves advanced scenario analysis and stress testing to gauge both the likelihood and potential impact of these risks. A key element of "Copy.Financial" strategy is diversification. By allocating investments across a broad spectrum of asset classes, geographies, and sectors, "Copy.Financial" ensure that the portfolio is not overly exposed to any single source of risk. This diversification helps neutralize adverse effects in one area while allowing other parts of the portfolio to perform well, thereby maintaining overall stability. Continuous monitoring is equally essential to my approach. "Copy.Financial" employ state-of-the-art monitoring tools that provide real-time data, enabling timely adjustments to evolving market conditions. This dynamic process allows for rapid rebalancing and the implementation of hedging strategies when necessary, ensuring that the portfolio remains aligned with both market realities and the investment objectives of our stakeholders. Furthermore, "Copy.Financial" emphasize robust contingency planning and liquidity management. In scenarios where market conditions deviate significantly from expectations, predefined risk mitigation protocols—such as tactical asset reallocation and hedging mechanisms—are activated to protect capital and sustain liquidity. This proactive stance ensures that even in downturns, the portfolio remains resilient. Underpinning all these efforts is an unwavering commitment to strong governance and regulatory compliance. Regular internal audits and a dedicated risk oversight committee ensure that every facet of our risk management framework adheres to the highest standards of transparency and accountability. Ultimately, my approach balances the imperative of risk protection with the need to seize growth opportunities, supporting sustainable, long-term value creation for our clients."