Etops Group AG vs Canopy

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Etops

Category
Advisors

Etops offers an AI-powered wealth management platform designed specifically for family offices to consolidate all asset classes and simplify complex wealth structures, deliver actionable insights, and automate compliance, enabling family offices to increase operational efficiency and return their focus to their clients.

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Canopy logo

Canopy

Category
Consolidated Reporting

New York based Canopy is a turnkey and fully customizable software solution, offering private & anonymous wealth account aggregation, portfolio analytics and client reporting. Covering all kinds of asset classes, markets and currencies, Canopy allows family offices to submit their data, with the platform doing the rest.

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Company
Employees

  • 100-500

Founded

  • 2010

Locations

  • Cham, Switzerland
  • Sonneberg, Germany
  • Bratislava, Slovakia
  • Görlitz, Germany
  • Freiburg, Germany
  • Munich, Germany
  • Stadtbredimus, Luxembourg
  • Tbilisi, Georgia

Top 5 Markets

  • Switzerland,
  • Germany,
  • Austria,
  • Luxembourg,
  • United Kingdom,
  • France,
  • Belgium,
  • Netherlands

Total AUM

  • We do not manage AuM, but we have >USD 400bn on our platform

Ownership

  • Key staff also have ownership,
  • Owned by a larger corporation,
  • Owned by management


  • 50-100


  • $2.5 million +


  • 2014


  • External investors (neither clients nor staff)
  • Clients are also owners
  • Key staff also have ownership
  • Owned by management


  • Singapore


  • Singapore


  • Singapore
  • Hong Kong
  • United Arab Emirates


  • $174 billion+


  • $30 million+ (per HNWI)

Client
Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers,
  • Banks,
  • Pensions,
  • Endowments,
  • Foundations,
  • Funds of funds,
  • Software and technology providers,
  • Other


  • Single-family offices


  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Banks
  • Fund managers


  • +2,400 UBOs (of which +20 billionaires) and approx. +350 wealth managers (i.e. SFOs, MFOs, RIAs, EAMs, WMs,  PBs, trustees & etc.)

Product
Main Tasks

  • Data Aggregation,
  • Advisors,
  • Asset Managers,
  • Compliance,
  • Data,
  • Consolidated Reporting,
  • Portfolio Management,
  • Technology Provider,
  • Risk Management,
  • Private Bank,
  • Portfolio & Cost Analysis,
  • Trading,
  • CRM

Top features

  • Custom Reports,
  • Full Multi-Currency Support,
  • Transparency,
  • Proven Agility,
  • Custom Development Service,
  • Other Services,
  • Digital Excellence

Assets supported

  • Art & Collectables,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Real Estate,
  • Private Equity,
  • Alternatives,
  • Commodities,
  • Developed Markets,
  • Developing Markets,
  • Direct Private Equity,
  • Foreign Exchange,
  • Equities,
  • Gold & Precious Metals,
  • Hedge Funds,
  • Private Equity Funds,
  • Cryptocurrency,
  • Digital Assets & Crypto Currency,
  • Insurance,
  • Lifestyle Assets & Rare Collectables,
  • Fixed Income,
  • Private Debt,
  • Private Equity & Direct Investments,
  • Real Estate,
  • Residential,
  • Venture Capital

Whitelabel

  • Yes


  • Consolidated reporting
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
  • Backoffice
  • Accounting


  • Asset/account consolidation
  • Investment/portfolio data aggregation
  • Multi-bank, multi-asset class, multi-currency reporting
  • Data Visualization
  • Data Analytics / Insights
  • BPO
  • Fully customized reporting on bankable and non-bankable assets, Real Estate, Art and more
  • Insight messages via email / whatsapp to stimulate client action
  • General ledger
  • Data sovereignty where each
    client gets their own database for 24/7 write/access


  • Bankable assets (Equities, Fixed income, Funds, and Derivatives)
  • Private equity
  • Real estate
  • Rare collectibles


  • MiFID II
  • GDPR
  • FinSA/FinIA


  • Yes

Technology
Type Of Software

  • CRM systems (via API, including contact reports and relationship mapping)
  • Trading and rebalancing through our OMS with FIX connectivity
  • Market data integration LSEG, SIX and Mountain view
  • Product extensions via hyperapp approach (e.g. MIS Dashboards, PEP checks, behavioural profiling)
  • SAAS
  • Serviced software

Mobile App

  • No


  • Serviced software
  • SaaS
  • Fully standalone


  • Anonymity of personally identifiable information
  • International security standards
  • Data and database encryption
  • Ethical hackers
  • Firewall systems
  • 2fa authentication
  • Four-eyes updates and improvements
  • Restricted access
  • Staff training
  • ISO 27001 certified


-


  • Plugs into any system via APIs
  • Xero
  • Sage
  • Quickbooks
  • PowerBI
  • Converts non-standardized data into the desired data format i.e. ViewPoint, Abacus, NavOne account software etc.


  • Yes