# Canopy

> Canopy is a Singapore-based enterprise wealth technology company that collects fragmented holdings and transactions from custodian feeds, SWIFT messages, PDFs and private-market portals, reconciles them into a traceable data layer, and turns the result into portfolio analytics, accounting, alerts, mobile access and client reporting. Its customers include family offices, external asset managers, private banks, accounting firms and trustees that need a defensible view across institutions, entities, currencies and asset classes.

- **Founded:** 2013
- **Headquarters:** Singapore, Singapore
- **Founders:** Tanmai Sharma (Founder and former CEO)
- **Team size:** Approximately 67 employees (company-record estimate); Canopy publicly describes itself as a focused team
- **Products:** Data Aggregation and Reconciliation, Canopy Wealth Intelligence Platform, Visualizer and Custom Reporting, Client Portal and Mobile Apps, API and Integrations
- **Notable:** Reports more than $120 billion in assets under reporting across 60+ institutional clients in 20+ countries., Maintains connections to 250+ custodians through direct feeds, SWIFT and statement parsing., Credit Suisse acquired a 10% strategic stake in 2017.

## Products & services

- **Data Aggregation and Reconciliation** — Connects 250+ custodian banks through direct feeds, 19 SWIFT message types, AI-parsed statements in seven languages and private-market portals, then reconciles positions, transactions and cash.
- **Canopy Wealth Intelligence Platform** — A connected platform for performance and risk analytics, planning, mandate monitoring, accounting, alerts, reporting and portfolio questions grounded in reconciled data.
- **Visualizer and Custom Reporting** — Customizable dashboards, portfolio drill-downs, white-label PDFs, scheduled reports and a report builder for principals, boards and clients.
- **Client Portal and Mobile Apps** — Role-based portfolio access, reports, alerts and in-product portfolio views on web, iOS and Android.
- **API and Integrations** — REST API access, multi-source pricing, CRM synchronization, custom front ends and general-ledger exports to ERP systems.
- **AI Assistant and Agent Workflows** — Opt-in natural-language portfolio chat with source-linked answers, PDF portfolio analysis, transaction classification and assistive operational workflows.

## Achievements

- Reports more than $120 billion in assets under reporting across 60+ institutional clients in 20+ countries.
- Maintains connections to 250+ custodians through direct feeds, SWIFT and statement parsing.
- Credit Suisse acquired a 10% strategic stake in 2017.
- Earned ISO 27001:2022 information-security certification.
- Featured in the Forbes 2024 and 2025 family-office software roundups.
- Received the SBR Technology Excellence Award 2025 in Software - Financial Technology.
- Opened a Hong Kong office in 2025.
- Launched an iOS mobile app and published its first AI research paper in 2025.

## Latest updates

- **2024-12** — Canopy announced new leadership under CEO Mu Chen, a unified product offering and a rebuilt Visualizer beta with customizable dashboards and more than 100 metrics and attributes.
- **2025-07** — The company described its Asia-first infrastructure strategy and said 2023 shareholder backing had funded a new phase of AI integration.
- **2025-09** — Canopy launched its iOS mobile app for portfolio visibility, reports and alerts.
- **2025-10** — The platform added smarter allocation controls and deeper support for fixed coupon notes, while Canopy highlighted its SBR fintech award.
- **2025-11** — Canopy published its first AI research paper at SentiRE 2025.
- **2026-01** — Canopy reported a new Hong Kong office, expanded asset-class coverage and plans for deeper AI-assisted interpretation and alternative-asset connectivity.
- **2026-02** — Canopy continued publishing on AI-agent operating models for wealth-management teams.

## Links

- Website: https://www.canopy.cloud
- LinkedIn: https://www.linkedin.com/company/canopy-wealth
- Twitter/X: https://twitter.com/CanopyCloud
- Facebook: https://facebook.com/canopy.mesitis

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Profile page: https://yespress.io/canopy
Published by YesPress — https://yespress.io
Last updated: 2026-08-17