Entity
  • Canopy

    Created in 2013
  • BETA

    Up & running (A)
    Existing signals show a regular activity
  • Social networks

    44 18,226
  • Activities

  • Technologies

  • Entity types

  • Location

    51 Bras Basah Rd, Singapore 189554

    Singapore

    Singapore

  • Employees

    Scale: 11-50

    Estimated: 31

  • Engaged corporates

    2
    1 1
  • Added in Motherbase

    6 years, 1 month ago
Description
  • Value proposition

    Invest Better

    Canopy (https://canopy.cloud) is a Singapore-based WealthTech firm that offers account aggregation, portfolio analytics, and client reporting solutions to financial institutions, wealth management professionals, and high net-worth individuals.

    Account aggregation, Portfolio analytics, Investment reporting, Data source agnostic, PDF data extraction and normalization, Family offices, Private banks, External asset managers, Multi-Bank, Asset consolidation, Investment data, Custodian data, Portfolio data, BPO, BackOffice, Analytics, Wealth Managers, Trusts, Fiduciaries, WealthTech, FinTech, API, Datafeed, Bank Statement, Multi-Asset Class, Multi-Custodian, Performance Monitoring, Risk Metrics, Wealth Technology Platform, PDF Converter, RIA, IFA, HNWI, UHNWI, Investment Software, Portfolio Management Software, Financial planning, Financial Intermediary, EAM, FIM, and Family Office reporting

  • Leading Portfolio Management Software | Canopy

    Canopy offers seamless portfolio management, aggregation, and consolidation with the most Asian bank connections. Simplify investment analysis and performance reporting for family offices and external asset managers.

  • https://www.canopy.cloud/
Corporate interactions BETA
Corporate TypeTweets Articles
Atos
Atos
IT services, IT Services and IT Consulting
Atos
IT services, IT Services and IT Consulting
Not capitalistic
Partnership
Event

23 May 2016


Credit Suisse Credit Suisse
Bank
Other

29 Sep 2022


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