Canopy is a cloud-based financial data aggregation and analytics platform. It creates personalized analytics and dashboards from financial transaction data in any format, from any custodian. 

Canopy's clients include: Family offices, Wealth managers, Private banks, Trustees, Self-directed traders. 

Canopy's primary product is for high net-worth individuals and wealth management professionals at financial institutions. It reports on more than USD 160bn in assets across 325 custodians. 

Canopy meets international information security standards and is IS0-27001 certified. All its databases are encrypted with 256-bit keys (AES-256). 

Canopy was founded in 2015 .