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Wealth data Aggregation / Visualization

Wealth data Aggregation / Visualization

Canopy is a financial data aggregation and insights platform for high net worth individuals and wealth management professionals. We assist our clients in visualizing their wealth across all asset classes, markets, and currencies. Wealth Owners can use Canopy to make better financial decisions through data visualization and analytics. Wealth Advisors can use Canopy to improve efficiency, client engagement, revenue opportunities, and elevate the quality of the client conversation. Our B2B clients can use our white labeled offering for their digital presence and keep pace with the digital maturity and expectations of their clients. We automate the extraction, clean up, mapping, validation, and reconciliation of data directly from PDF files. We offer our clients the flexibility to access their aggregated financial data via our mobile-first website, a customizable PDF and PPT generator, an Excel Frontend or via the APIs, which can connect to any Business Intelligence tool.
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Founder of Mesitis, disruptive wealth management startup. • worked in @Deutsche Bank@Indian Institute of Management - Ahmedabad 1993
Total raised

$12.3M

Funded over

5 rounds

Latest round

Series A (Dec 2017)