Who is Canopy for?

Who does Canopy serve?

Canopy serves

• 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.