Unclaimed brand
Canopy is wealth management software that connects every custodian into one private, reconciled source of truth for family offices, external asset managers, and private banks. Add AI on your terms.
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Canopy is a wealth management software company providing a private, reconciled data platform for family offices, external asset managers, private banks, and other wealth professionals. In production since 2017, the platform connects information from more than 250 custodian feeds, bringing accounts, assets, currencies, and entities into one view. It checks positions and cash daily, helping teams replace manual spreadsheet consolidation with reliable data for reporting and decision-making.
Canopy’s tools include data aggregation, wealth intelligence, performance and risk insights, and reporting solutions. Users can request plain-language answers grounded in their holdings and cited to source. Optional AI workflows review accounts and highlight matters that may need attention; clients can choose whether to use AI, and the company says its system does not train shared models. The platform serves single and multi-family offices, external asset managers, private banks, advisors, fiduciaries, accounting firms, and trustees. Security features include encryption, per-client isolation, and Singapore-governed data storage.
Brand industry
Computers Electronics and Technology
Company type
Privately Held
Year founded
2013
Company size
11-50 employees
The Canopy name, logos and brand assets are trademarks of Canopy and its affiliates. Brandfetch isn't affiliated with or endorsed by Canopy. Their use is subject to Canopy's brand guidelines.
