Built for the people who hold, manage, and account for wealth.
One private, reconciled source of truth, with AI you switch on when you are ready. Purpose-built for how Asia Pacific wealth is really held.
Complete discretion. Trusted in 20+ countries for nearly a decade.
IllustrativeWho it's for
Family offices, external asset managers, and private banks
Every account consolidated and reconciled into one trusted view.
01
Single Family Offices
Everything the family owns, in one view.
See how Canopy helps02
Multi-Family Offices
Serve more families, not more staff.
See how Canopy helps03
External Asset Managers
Bank-grade reporting on a lean team.
See how Canopy helps04
Private Banks
One view for every RM and client.
See how Canopy helpsAdvisors & fiduciaries
Built for advisors and fiduciaries too
Books and oversight that start from reconciled data, not statements you re-key by hand.
Get started
See your own wealth consolidated, and understood
Bring a few custodian statements and we will consolidate them with you, live.
