wealth-data
(2)Company
Company
Fintech · Saas · Enterprise
The $120 Billion Spreadsheet Problem Canopy Wants to Retire
The richest portfolios often run on the poorest plumbing. Canopy turns bank feeds, PDFs and private assets into one reconciled record - then gives family offices and wealth managers something rare: a number they can defend.
wealthtech · family-office-softwareRead →
Ai · Saas · Enterprise
Windfall
Windfall is a San Francisco-based people intelligence and AI company that estimates the net worth, career signals, and giving capacity of every U.S. household, then plugs that data into the workflows that go-to-market and fundraising teams already use. Founded in 2016 by Arup Banerjee, Cory Tucker, and Dan Stevens, it serves more than 1,500 organizations - from Make-A-Wish to the University of Michigan - and raised a $65M Series B from Morgan Stanley Expansion Capital in 2025.
people-intelligence · wealth-dataRead →