Canopy is a leading wealth management software provider that empowers family offices, private banks, and wealth owners to make sense of complex portfolios. By consolidating and analyzing data across more than 100 global custodians, Canopy transforms information into clear insights that support smarter decisions. Today, it is trusted by over 60 family offices and private institutions worldwide, with more than $100 billion of assets under reporting.
Trusted by more than 60 single- and multi-family offices, private banks, and external asset managers, Canopy tracks over $100 billion in assets under reporting (AUR) across 100+ global custodians, including Citibank, UBS, and Bank of Singapore. We support clients globally with strong coverage in Asia time zones.
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What Canopy Does
- Data Consolidation & Reconciliation: Aggregates data from over 100+ custodians via SFTP/API or proprietary ePDF parsing engine. Automatically cleans, reconciles, and structures data into digestible formats.
- Customizable Visual Analytics: Offers drag-and-drop dashboards and report builders tailored for UBOs, advisors, and stakeholders. Personalized views for each access level.
- Institutional-Grade Security: All sensitive data is processed in Amazon Workspaces (AWS) with AWS Key Management encryption and user access controls with 2FA.
- Role-Based Access: Distinct login layers — Client View, RM View, Admin View — to support institutional workflows.
- Reporting & Mobility: Generate automated reports in customized formats. Canopy’s mobile app provides real-time portfolio access anywhere, anytime.
✅ Connects 100+ banks & custodians, including those without APIs.
✅ AI-powered data extraction from PDFs, Excel, and other formats.
✅ New AI co-pilot provides proactive portfolio insights and guidance
✅ Multi-format data ingestion ensures compatibility across financial institutions
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Company Background
Founded in 2017, Canopy began with partnerships with leading private banks. Headquartered in Singapore, Canopy is now present across multiple regions with up to 40 person team in Asia.
The platform is designed specifically for Asian wealth hubs (Singapore, Hong Kong, Dubai), while remaining scalable for global clients.
Canopy vision is to become a world-class financial digital enabler in wealth management, empowering clients globally. We make financial data aggregation effortless and provide deep insights that drive informed decision-making.
Backed by leading global VCs and family offices, Canopy secured fresh funding in 2023 and 2024 and is now on the cusp of exponential growth. We're looking for entrepreneurial talents to join us on this journey.
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Leadership & Team
Chen Mu, CEO — Serial entrepreneur and fintech product visionary. Founder of BigOne Lab (backed by S&P Global), former hedge fund analyst (Chilton, PAAMCO, MUFG), and lecturer at Tsinghua PBC School of Finance. His writings on China’s digital economy and wealth tech are widely followed by business leaders in over 80 countries. Media coverage includes: FT, SCMP, Bloomberg, CNBC, Harvard Business Review, and more.
Simon Shao, CTO — Over 17 years of tech leadership experience at Wacai, Tencent, Huawei. Expert in high-concurrency systems, big data architecture, and cloud-native wealth infrastructure.
Aaron Zhou, Strategic Advisor — Global macro investor, formerly with ChinaAMC, CICC, and Spring Capital. Co-editor of Baiguan News and leading expert in alternative data-driven investing.
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Why Clients Choose Canopy
Canopy offers:
- Seamless onboarding and automated ingestion from major banks globally
- Multi-asset, multi-jurisdictional data views
- Smart reports tailored to UBO needs
- Accuracy & cross-platform mobility
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Recognition & Community
- Featured by: Forbes, andsimple, HKMA Fintech Directory
- Awards: Asian Private Banker Technology Award (2018, 2020), SBR Technology Excellence (AI in Fintech, 2025)
- Events & Affiliations: Speaker at HK Fintech Week, member of SG FinTech Association, Wealth Management Institute (WMI), VNTR Capital community
Awards & Featured：
- Forbes: 2024 Family Office Software Roundup
- andsimple: WealthTech Company Feature — “Shaping Family Office WealthTech in Singapore and Beyond”
- HKMA: Listed in the Hong Kong Monetary Authority’s Fintech Solution Providers Directory
- Asian Private Banker Technology Awards: Winner in 2018, 2020
- SBR Technology Excellence Awards 2025: Winner – AI in Fintech
- Fintech Connect Hong Kong: Verified WealthTech Vendor
- VNTR Capital Network: Invited speaker + recognized Fintech innovator
- Clearwater Analytics Comparison Partner: Listed as benchmark platform
Speaking Engagements & Ecosystem Activities：
- Featured speaker at Hong Kong Fintech Week
- Panelist at VNTR Capital Family Office Roundtable (2025, Singapore)
- Member of Singapore Fintech Association (SFA)
- Member of Wealth Management Institute (WMI)
- Contributor to Baiguan News — insights on China-Global business and capital flows
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Investors & Ecosystem
Canopy is backed by VCs and strategic investors across Singapore, New York, and Hong Kong, including:
- SEEDs Capital (Singapore’s government VC arm)
- Prominent regional family offices
- Key financial leaders (CEO of regional stock exchange, sovereign wealth fund board member, etc.)
- More to disclose following the closing of the new fundraising.
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🤝 Work with Us
Canopy is actively expanding its global network of:
- Clients: UHNWIs, single/multi-family offices, banks, EAMs
- Partners: Custodians, platforms, data providers, wealth advisors
- Talent: Product, tech, sales, and operations — with a focus on autonomy, impact, and cross-border collaboration
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🔒 Canopy values security:
Canopy prioritizes data security with encrypted cloud infrastructure, strict access controls, and 2FA authentication. Sensitive data is processed in a secure environment, with document storage features arriving in 2025.
📬 Contact & Demo
Explore how Canopy can simplify your portfolio management.
Website: www.canopy.cloud
Contact: YokeHwa Lim [yokehwa.lim@canopy.cloud]
Canopy — Data You Can Trust. Insights You Can Act On.
