Everything in one place
Every account at every bank, in every currency and entity, brought into one live picture. No more spreadsheets stitched together by hand.
The trusted data layer for wealth
All your wealth, finally understood.
Connect every custodian into one private source of truth, refined in production since 2017. Add AI on your terms.
Complete discretion. In production since 2017. Trusted in 20+ countries.
Illustrative
Trusted with $120B+ in wealth across 250+ custodian feeds.
What you get
Everything you own, in one clear picture
Numbers you can trust
Your positions and cash are checked every day, so the figure you see is the one that's true, ready for a board pack or a hard decision.
Answers in seconds
Ask in plain language and get a clear, sourced answer for the next meeting or the 2am question, without waiting on a report.
IllustrativeWho it's for
Built for family offices, external asset managers, and private banks
One private, reconciled source of truth, with AI you switch on when you are ready.
01
Single Family Offices
See everything the family owns, across every bank, entity, and asset class.
See how Canopy helps02
Multi-Family Offices
Add families without adding headcount. White-label reporting per client.
See how Canopy helps03
External Asset Managers
Deliver bank-grade reporting and analysis on a lean team.
See how Canopy helps04
Private Banks
Give your relationship managers and clients one view across every custodian, including assets held away, branded as your own.
See how Canopy helpsWhy Canopy
Any tool can add AI. The hard part is data you can trust.
An answer is only as good as the numbers beneath it. Yours rest on 250+ custodians, reconciled and checked every day. Canopy has been refined in production since 2017. That is why the answers you get hold up: grounded in your real holdings, not guesswork.
Reconciled dailySourced answersIn production since 2017
IllustrativeHow our AI works
Ask in plain language, get a sourced answer
We use the right model for each task, on top of your reconciled data. Answers are grounded and cited back to source, not guesswork, and not locked to one vendor.
Best model for each taskAnswers cited to sourceNever trains shared modelsOpt in, runs fine without AI
IllustrativeAI in production
AI that does the everyday work
The same agents we run inside Canopy, put to work on your numbers. They review every account, every day, and surface what needs a human eye, so a lean team covers far more ground than its size.
Runs every dayGrounded in your dataYou stay in control
IllustrativeSecurity and confidentiality
Private by design
Your data, and any AI we run on it, stays inside your own encrypted, Singapore-governed space. We never name clients.
ISO 27001:2022 certifiedSingapore MAS-alignedPer-client isolationEncrypted in transit and at restHeld under Singapore jurisdiction
IllustrativeOur roots
Rooted in Asia, serving global wealth
Headquartered in Singapore, with a team in Hong Kong. We built Canopy around how the most complex wealth is really held, across many banks, currencies, and layered entities. Today we serve wealth owners worldwide, with AI tuned to the banks, currencies, and regulators that matter to you.
Singapore
Headquarters
Hong Kong
Office
IllustrativeGet started
See your own portfolio consolidated, and understood
Bring a few statements. We will consolidate them live, and, only if you want it, show what the AI surfaces.