Invest Better

  • Aggregate data from any bank, custodian or fund manager

  • Analyze using cutting edge analytics

  • Compare Performance, Strategy, Market Timing with your peer group

  • Impress clients with best of breed reporting solutions

2

locations

2200+

Active End-clients

160+ BILLION

Assets under Reporting

87000+

UNIQUE ASSETS
TRACKED

325

aggregated custodians

PROUDLY FEATURED ON

Data Security is of Utmost Importance

Canopy meets international information security standards and is IS0-27001 certified.

dATABASE ENCRYPTION

All our databases are encrypted with 256-bit keys (AES-256). Industry consensus is that it would take a supercomputer millions of years to crack the encryption via a brute force attack.

COMMUNICATION

All data sent to the web browser is encrypted (with technology such as HTTPS). This means that third parties need to break the encryption to see what is being sent to your browser.

ETHICAL HACKERS

We regularly engage professional ethical hackers to try, and break into our infrastructure and assess all security aspects.

Active monitoring

We use active monitoring tools that ensure all our software code matches the highest security standards.

firewalls

Our infrastructure is secured behind advanced firewall systems. We also have high-end anti-virus and anti-malware scanning our systems.

2 factor authentication

We practice two factor authentification. 2FA provides an additional layer of security beyond strong passwords.

Canopy Product Suite Trusted by Top Private Banks and Wealth Advisors

Intuitive, flexible and comprehensive for all types of users.

Visualiser

An intuitive and interactive web application that allow the user to view their consolidated portfolio.

- Secure access via mobile phone or computer
- Customizable asset classifications
- View combination of accounts and securities

Analytics

The Canopy Analytics module allows for custom analytics and complete access to the enriched data.

- Custom performance and risk analytics
- Cashflows calculations
- Key financial metrics with a single click

Reporter

The Canopy Reporter allows users to generate consolidated or individual account reports with the click of a button.

- Export in Powerpoint or PDF
- Generate template or custom reports
- High-level summaries or detailed analytics

Our Team

We are the Finance and Technology experts

TANMAI SHARMA

chief Executive Officer
Tanmai used to be a Managing Director (Credit Trading) at Deutsche Bank before founding Canopy. He enjoys coding and trading.

Amit Gupta

chief Technology Officer
Amit used to be Founding CTO at InstaReM before discovering Canopy. After hours he writes stories and poems.

ERYN WU

Chief Operating Officer
Eryn was a Hedge Fund Valuations Specialist at Citco and a founding member of an investment firm. She enjoys trading options and crypto.

Sinan Biren

Head, business Development (EU)
Sinan is based in our office in Switzerland and was formerly with M2 Wealth and Dell EMC. He enjoys travelling with his family.

MANYA CHEN

Head, business expansion & client success
Manya was a Sales Manager at Saxo Capital Markets before joining Canopy. She enjoys going for long walks while listening to podcasts.

shamara pereira

Head, Implementation & Client Products
Shamara was a Fx Sales Dealer at Deutsche Bank and has a MBA from NUS Business School. She enjoys music and cooking

huongdo

head, Engine Back-end
Graduated from NUS School of Computing, Huong is passionate about building products that help transform people's lives. She enjoys cooking and gardening.

NOVIA Raihanah

head, Data Transformation & Analysis
An NUS Applied Mathematics graduate, Novia is passionate about numbers and making sense of data. In her free time she experiments with baking recipes and loves to read.

Speak to Us

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Singapore (HQ)

Canopy Pte. Ltd.

151 Chin Swee Road, Manhattan House #04-08 Singapore 169876

+65 6681 6660 // hello@canopy.cloud

Switzerland

Canopy Europe AG

Rigistrasse 2 , CH-6300 Zug, Switzerland

+41 4458 60012 / hello@canopy.cloud

Self-help & Resources

If you have any further questions, feel free to get in touch with our team.