Data before AI
The unglamorous work of consolidating and reconciling data is what makes everything above it trustworthy. We did that first.
Company
We build the trusted data layer for wealth
Founded to fix wealth scattered across banks, formats, and currencies, we built the infrastructure to consolidate it into one trusted view.
Where we are
Rooted in Asia, serving wealth worldwide
Headquartered in Singapore and built to Singapore's regulatory standards, with a team in Hong Kong. We built Canopy on how the most complex wealth is really held, and we now serve families, advisors, and institutions worldwide, staying close to the banks and regulators that matter to them.
Singapore
Headquarters
Hong Kong
Office
IllustrativeWhat we believe
Three things we believe
AI-native or nothing
We run every function on a human lead plus AI agents, and ship only the workflows we have proven on ourselves.
Discretion is the product
Our clients are private by nature. We never name them, never disclose portfolios, and keep data under Singapore jurisdiction.
How we work
We run on AI, by design
Inside Canopy, every team pairs a human lead with a layer of AI agents that handle the repetitive work: research, drafting, reconciliation, monitoring, follow up. It lets a focused team move at a pace that usually takes many more people.
This is not a slide. It is how the company runs day to day, which is exactly why we trust the same agent workflows in front of clients.
IllustrativeOur story
Nearly a decade in wealth data
From a multi-bank reporting tool to an AI-native wealth intelligence platform, built on the same reconciled data layer the whole way.
2017
The beginning
Canopy is founded to fix the problem every family office knows: wealth scattered across banks, formats, and currencies, with no single trustworthy view. The first platform consolidates many custodians into one reported picture.
2018 to 2022
Beyond bankable assets
Coverage expands to private equity, venture, hedge funds, and other non-bankable assets, and Canopy takes on larger family offices, private banks, and institutions with bespoke reporting and governance needs.
2023 to 2024
A new platform
Backed by global venture firms and family offices, Canopy enters a new growth phase and launches a next-generation dashboard architecture, built for scale and deeper analytics across complex portfolios.
2025
From reporting to intelligence
Canopy becomes a wealth intelligence platform, adding risk insight, operational workflows, and AI-ready infrastructure, with AI you opt into rather than have forced on you.
2026
AI-native, in production
Every internal function runs on a human lead plus AI agents, and the same proven workflows are offered to clients, all on close to a decade of reconciled data underneath.
By the numbers
A decade of building this
9 yrs
deep in wealth data
60+
institutional clients · across 20+ countries
$120B+
Assets under Reporting
250+
global custodian connections
IllustrativeOur values
How we show up
Ownership without excuses
Accountability is not about perfection, it is about ownership. When something goes wrong we own it early, fix it properly, and learn from it, rather than pass it along.
Integrity, always
We say what is true, not what is convenient. Trust is the whole product, so we are straight with clients, partners, and each other, even when it is the harder conversation.
First principles
We optimize for what is correct, not what is familiar. We do not copy industry habits; we build for accuracy, resilience, and how the work actually gets done.
Get started
Work with a team that knows how wealth really works
Bring a few custodian statements and we will consolidate them with you, live.