Welcome to Canopy

This page will help you get started with Canopy. You'll be up and running in a jiffy!

What is Canopy!

Canopy is a Financial Data Aggregation and Analytics platform. We take Financial Transactions Data in any format, from any custodian and create hyper personalized analytics and dashboards on it.

All Asset Classes, All Currencies, All Custodians in any Data Format for Any Kind of AnalysisAll Asset Classes, All Currencies, All Custodians in any Data Format for Any Kind of Analysis

All Asset Classes, All Currencies, All Custodians in any Data Format for Any Kind of Analysis

Who is Canopy for?

Canopy’s customers are

  • Private Banks
  • Wealth Managers and Single Family Offices
  • Other Fintechs
  • Trustees
  • Self Directed Traders

What Asset Classes are Covered

We cover all Asset Classes. This includes Equities, Bonds, Funds, Private Equity, Hedge Funds, Derivatives, Real Estate, Precious Metals, Crypto, Art etc. We cover all currencies and geographies

How much does Canopy cost?

Typical subscription to Canopy is USD 1,250/- per month for a Single Family Office and USD 2,000/- a month for a Multi Family Office / EAM / Wealth Manager which covers the software costs and a large part of the market data costs.

Data processing and customizations cost extra. There are bulk discounts available for Banks offering Canopy to their clients.

100% Open API driven

Every single bit of functionality in Canopy is accessible via our Open APIs. Please see our Postman Document for some sample APIs.

Signing up for Canopy

Please leave us a message on our public website. We would love to have you as a customer and join our rapidly growing community


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