Canopy

iPhone + Android

8.6No. 3 of 24
in Family Office Software

Recognised40% of the score79
Phone app26% of the score100
Documented20% of the score88
Free plan14% of the score30

Free plan: No
Paid plans from: $1,250/mo
Runs on: Android, api, iPhone, Web

Summary

Canopy is ranked #3 of 24 in family office software on Samsung Mobile US Press. It runs on Android, API, iOS, Web. Paid plans start at $1,250/mo.

Canopy plans and pricing

All plans

Single Family Office $15,000/yr Annual fee starts at USD 15,000 per Subscription Unit (1-year commitment) Each additional Subscription Unit USD 5,000 per annum images.canopy.cloud · 3 Oct 2026

External Asset Manager / Multi Family Office $25,000/yr USD 25,000 per annum (1-year commitment) 50 standard portfolios for end-clients · 15 RM users · additional portfolios USD 240 per annum each · additional RM users USD 325 per annum each images.canopy.cloud · 3 Oct 2026

Compared on family office software

Consolidated reporting: Yescanopy.cloud
Investment accounting: Yescanopy.cloud
Entity management: Yescanopy.cloud
Workflow automation: Yescanopy.cloud
Data import methods: automatedcanopy.cloud

Facts

Product: Canopy consolidates wealth held across custodians, reconciles it, and provides analytics and reporting from a shared source of truth.canopy.cloud · 3 Oct 2026
AI: Its AI provides natural language portfolio chat with source cited answers, PDF portfolio analysis, and machine learning transaction classification; AI is opt-in.canopy.cloud · 3 Oct 2026
Custodian connections: Canopy connects to more than 250 custodians through direct feeds, real-time SWIFT, and AI-parsed statements.canopy.cloud · 3 Oct 2026
Asset coverage: The platform covers equities, bonds, funds, cash and FX, derivatives, structured products, private markets, and real estate across multi-entity structures.canopy.cloud · 3 Oct 2026
Portfolio accounting: Features include daily revaluation, cost basis, realized and unrealized P&L, FX attribution, accruals, corporate actions, and double-entry bookkeeping.canopy.cloud · 3 Oct 2026
Analytics and planning: Analytics include returns, attribution, risk and exposure, private equity and venture metrics, scenario modeling, benchmarking, allocation and rebalancing, mandate monitoring, and cash flow forecasting.canopy.cloud · 3 Oct 2026
Reporting: Canopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting.canopy.cloud · 3 Oct 2026
Mobile: The client portal includes native iOS and Android apps, principal and manager views, role-based access, SSO, and in-product AI chat.canopy.cloud · 3 Oct 2026
Integrations and API: The platform lists a REST API, multi-source pricing, custom frontends on Canopy data, general ledger export to ERP, and CRM sync.canopy.cloud · 3 Oct 2026
Security: Canopy says it is ISO 27001:2022 certified and MAS-aligned, with per-client database isolation, encryption in transit and at rest, and annual third-party penetration tests.canopy.cloud · 3 Oct 2026
Data jurisdiction: Canopy hosts data in Singapore and says it is governed under Singapore law.canopy.cloud · 3 Oct 2026
AI data use: Canopy says it does not use client data to train shared AI models and that AI is opt-in.canopy.cloud · 3 Oct 2026
Who it serves: Canopy describes its intended customers as family offices, external asset managers, and private banks.canopy.cloud · 3 Oct 2026
Pricing and onboarding: The current platform page says pricing depends on scope and directs prospective customers to a private demo; onboarding is structured and run by Canopy's team.canopy.cloud · 3 Oct 2026