Simple.
About
Log inSign up
Canopy

Canopy

State of the Art Reporting for Family offices and Wealth Managers

Singapore
Founded 2014
Technology Providers

Canopy is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

About Canopy

Headquartered in Singapore, Canopy is a cloud-based wealth data aggregate and analytics platform. Canopy provides an automated solution that ingests, aggregates, and analyses data from complex wealth portfolios. Covering all kinds of asset classes, markets and currencies, Canopy allows family offices to submit their data, with the platform doing the rest.

Categories

AccountingConsolidated ReportingPortfolio Management

Features

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office

Frequently Asked Questions

Contact

Visit Website

Featured in

Family Office Software & Technology Report 2025

Locations

Hong KongSingaporeSwitzerlandUnited Arab EmiratesUnited KingdomZurich

Looking for other service providers?

Browse More Providers