Company Information

Get to know Canopy Financial Technology Partners

Founded in 2013, Canopy is a Singapore-based financial technology company that provides an automated account aggregation, data analytics, and reporting platform. The company's solution was initially developed to solve reporting challenges for a single family office and has since expanded to serve financial institutions, wealth managers, and high-net-worth individuals. Canopy's platform consolidates data from various custodian and non-custodian sources, standardizes and enriches the data, and presents it through a comprehensive and customizable reporting dashboard, empowering users to gain a holistic view and deeper insights into their investments.

Industry

Technology White Label PlatformPRIMARY
Financial Banking
Financial Other Service

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Canopy Financial Technology Partners

United States

Founded in

29 9月 2020 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.