Who does Canopy serve?
- Single-family offices and multi-family offices,
- Wealth managers and other such external asset managers ("EAMs" or "IAMs"),
- Private banks,
- Financial technology companies and other businesses in need of investment transaction data,
- Trustees, accountants, insurance companies... all wealth professionals,
- Self-directed individuals.
See the Canopy Use Cases page to read more.
Updated almost 2 years ago