Founded in 2013, Canopy provides an anonymous account aggregation and analytics platform for financial institutions, wealth managers, and high-net-worth individuals. The platform automates data retrieval from various custodian banks and sources, standardizes the information, and presents it through a comprehensive dashboard with advanced analytics and visualization tools. Canopy's mission is to simplify complex financial data, offering clear insights into entire portfolios to enable better investment decision-making. They offer both a direct-to-consumer product and a white-label solution for financial institutions.

Founded in

United States