Canopy is a wealth management software company that provides state-of-the-art reporting and analytics for family offices and wealth managers. Their platform consolidates data from a variety of asset types, including structured products, private equity, and real estate, into intuitive, flexible reports that can be customized to meet specific client needs. Canopy emphasizes data security, meeting international information security standards like IS0-27001 and employing advanced encryption techniques. Their software is trusted by top wealth managers and private banks, offering features such as custom analytics, portfolio consolidation, and secure access. With its headquarters in Singapore and an additional location in Zurich, Canopy serves prestigious clients worldwide, including several of the wealthiest family offices.
Account aggregation β’ Portfolio analytics β’ Investment reporting β’ Data source agnostic β’ PDF data extraction and normalization
June 20
πΈπ¬ Singapore β Remote
π° $4.8M Series A on 2018-09
β° Full Time
π‘ Mid-level
π Senior
βοΈ Operations