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Canopy logo — Invest Better

Canopy

Invest Better

Founded 2013 Singapore Singapore 36 employees Series A Total: $19.13M Analytics, Big Data +7

General Information

Company Name Canopy
Founded Year 2013
Location Singapore Singapore
Founders / Decision Makers
Team member
Employees 36
Industries Analytics, Big Data, Data Analytics +6
Funding Stage Series A
Business Model SaaS, B2B, Platform
Revenue Model Subscription, Service Fee, Tiered Pricing
Social

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About Canopy

Canopy, with the slogan "Invest Better," is a WealthTech firm headquartered in Singapore. Founded in 2013, the company specializes in providing account aggregation, portfolio analytics, and client reporting solutions. Geared towards financial institutions, wealth management professionals, and high net-worth individuals, their offerings position them at the intersection of Finance, Fintech, and Information Technology.

The firm's comprehensive data-driven solutions cater to evolving wealth management needs, capitalizing on trends in Big Data and Data Analytics. Their strategic approach aids clients in making informed investment decisions.

The company's last major capital infusion was a $4.80M Series A investment on 26 September 2018, backed by notable investors such as 500 Startups and Integra Partners. As such, Canopy represents a promising opportunity within the WealthTech industry, characterized by robust technological innovation and a clear focus on financial services excellence.

Business keywords: WealthTech, Account Aggregation, Portfolio Analytics, Client Reporting Solutions, Data Visualization, PDF Data Extraction, Family Office Reporting, Private Banking, External Asset Management, Asset Consolidation, Multi-Custodian Support, Performance Monitoring, Risk Metrics, Financial Intermediary Solutions, High Net-Worth Individuals

Services & Products

reporting for wealth managers and family offices
portfolio aggregation and analysis
customized financial reporting
secure data management

Target Customers

wealth managers family offices high net-worth individuals private banks relationship managers

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $4.80M 2
500 Startups Integra Partners
500 Startups, Integra Partners
26 Sep 2018
Venture Round $3.40M 2
Credit Suisse
Credit Suisse, LionRock Capital (Hong Kong)
14 Dec 2017
Series A $4.80M 1
Experian Ventures
Experian Ventures
26 Sep 2016
Series A $2.35M -
16 May 2016
Series A $3.00M 1
Tanmai Sharma
05 Jun 2015
Seed Round $775.00K 1
Tanmai Sharma
11 Jul 2013

Canopy Alternatives & Competitors

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Canopy vs
Private Wealth Systems
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Canopy vs
Client Associates
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Canopy vs
SEI Family Office Services
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Also compare with: Canopy vs PCR Financial Aggregation PCR Financial Aggregation View all alternatives

FAQ About Canopy

Invest Better
Canopy was founded in 2013.
Canopy is headquartered in Singapore.
Canopy operates in Analytics, Big Data, Data Analytics, Finance, Financial Services, Fintech, IT, Information Technology and Wealth Management. Its work centres on WealthTech, Account Aggregation, Portfolio Analytics and Client Reporting Solutions. Its customers include wealth managers, family offices and high net-worth individuals.
Canopy has a SaaS, B2B and Platform business model. Its revenue comes from Subscription, Service Fee and Tiered Pricing.
Canopy has approximately 36 employees.
Canopy has completed 6 funding rounds, raising a total of $19.13M. The latest funding stage is Series A.
Canopy offers: reporting for wealth managers and family offices, portfolio aggregation and analysis, customized financial reporting, secure data management.
Top alternatives and competitors to Canopy include Private Wealth Systems, Client Associates, SEI Family Office Services, Wren Investment Office, GRMA. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Canopy and Private Wealth Systems are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Canopy, https://bouncewatch.com/company/canopy-11, updated 10 April 2026. When citing, please name BounceWatch and link this page.

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