Canopy aggregates both bankable and non-bankable assets across multiple geographies and asset classes, giving clients a unified picture of their wealth. Its software delivers portfolio analytics and customizable client reports, aimed at financial institutions, wealth management professionals, and high-net-worth individuals. The company is led by founder and CEO Tanmai Sharma. Canopy plans to deepen its product’s Analytics and AI capabilities to deliver richer insights to users. The firm is also pursuing international expansion, having recently opened offices in Hong Kong and Switzerland in addition to its Singapore headquarters. Although no revenue or user figures were disclosed, the company states that the newly raised capital will fund continued product enhancement and geographic growth.

Total raised

$5M

Funding rounds

1

Latest round

Series A

Latest activity

Sep 2018