Canopy is a financial technology company that provides a platform for automated account aggregation, data visualization, and analytics. Founded in 2013, the company's mission is to simplify wealth analysis by consolidating investment data from various global custodian banks and asset managers, regardless of format. The platform anonymizes and processes this data to give clients, including high-net-worth individuals, family offices, and wealth management firms, a single, comprehensive view of their entire portfolio, enabling clearer insights and better-informed financial decisions.

Founded in

United States