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.