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The platform
All 12 functions, one platform.
Data aggregation
Connect and reconcile every custodian, daily.
Wealth intelligence
Performance, risk, and sourced answers.
Solutions
See everything in one place
Single source of truth
Automate the everyday
AI agentic workflows
Run an AI-native family office
AI transformation
Who it's for
Who it's for
Single Family Offices
Everything the family owns, in one view.
Multi-Family Offices
Serve more families, not more staff.
External Asset Managers
Bank-grade reporting on a lean team.
Private Banks
One view for every RM and client.
Advisors & fiduciaries
Accounting Firms
Books that start from reconciled data.
Trustees
Full oversight of every structure.
For your team
Principal / Family
Your whole world, in one view.
Investments
From the total to any single position.
Operations
Close the month without the marathon.
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Why Canopy
The trusted data layer
In production since 2017
Private and compliant
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Platform
Overview
The platform
Data aggregation
Wealth intelligence
Solutions
See everything in one place
Automate the everyday
Run an AI-native family office
Who it's for
Overview
Single Family Offices
Multi-Family Offices
External Asset Managers
Private Banks
Advisors & fiduciaries
Accounting Firms
Trustees
For your team
Principal / Family
Investments
Operations
Security
Company
Overview
About
Blog
Contact
Why Canopy
The trusted data layer
In production since 2017
Private and compliant
Book a private demo
English
English
日本語
한국어
Bahasa Melayu
Bahasa Indonesia
ภาษาไทย
Tiếng Việt
العربية
Deutsch
Français
Italiano
Русский
Español
Português
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