Canopy is Back with Big News and Exciting Plans for 2025!

Recharged, Upgraded, and Ready to Serve You Better.

A Fresh Start: A New Chapter for Canopy

Over the past few months, Canopy has been hard at work. We've taken time to enhance our products, strengthen our team, and elevate our content. Today, we're excited to share a recharged and upgraded Canopy with you—one that's better, sharper, and more aligned with your needs.

For Those New to Canopy: Who Are We?

At Canopy, we simplify the complex world of financial data. Our digital solution helps family offices, wealth managers, private banks, trustees, and self-directed traders make sense of their portfolios.

From data aggregation to standardisation and analytics, we turn financial chaos into clarity—globally and across all asset classes.

Canopy’s 2024 in Review

Brand New Faces

New Leadership: This year brought new talent and fresh energy into Canopy, strengthening our capabilities and team dynamic.

The new leadership is led by Mu Chen, CEO of Canopy who is a serial entrepreneur, venture capitalist, and influential voice in the FinTech industry, with deep expertise in data-driven products.

He runs a newsletter that is followed by over 6,000 subscribers across 90 countries, reflecting his global influence. His insights have also been cited by major international media outlets, including the Financial Times, The Economist, CNBC, and the BBC.

Mu is also a guest lecturer at Tsinghua University's PBC School of Finance, where he teaches on the digitalisation of business and investment. His insights and thought leadership are widely respected by global financial media and influential business leaders.

Fresh Talents: We welcomed a new Product & Engineering team, along with additions to our Business Development and Business Operations team.

Under Mu’s strategy and leadership, this new team will steward Canopy toward sustainable growth and execution excellence in the years ahead.

Improved Product Roadmap

Unified Product Offering: We’ve streamlined our platform into a more cohesive experience—we simply killed confusing products and designed better offerings to better serve our clients’ needs.

New Product Launch: As we speak, we’ve been pouring resources into building a brand-new and enhanced version of our Visualiser platform, featuring more robust and customisable analytics.

These advancements allow you to tailor insights to your unique investment strategies, providing unparalleled clarity and control over your portfolios.

• Feature Highlight #1: Control your own investment Dashboard layout

• Feature Highlight #2: Build your own investment analysis visualisations with over 100+ metrics & attributes

We are rolling out a beta-version with selected clients and do reach out to us if you are keen to get into our waiting list to experience our new product!

More Engagement

Featured on Forbes: In recognition of our innovation, Canopy has been featured in the Forbes 2024 Family Office Software Roundup, reaffirming our commitment to delivering industry-leading solutions for wealth management.

Spotlighted by HKMA: Canopy is now listed on Hong Kong Monetary Authority (HKMA)'s Fintech Connect platform under #WealthTech! This recognition by the HKMA solidifies our commitment to transforming the wealth management industry through innovative solutions.

Hosted two exclusive events in 2024:

• The Future of Wealth: Cutting Edge Strategies for Crypto Asset Allocation in Family Offices, with Gavin Wang, CIO SNZ Holding & SNZ Capital

• AI and The Future of Wealth, with guest speakers Seamon Chan & Catherine Cai, Founder & Partner at Palm Drive Capital

Contributed to industry leadership:

• Mu was invited as a guest panelist at Hong Kong FinTech Week 2024, sharing insights on “Protecting Market Integrity with High-Net-Worth Individuals”.

What to look forward in 2025

The Economy Demands Efficiency

As economic uncertainty continues, the need for efficient, reliable financial software has never been greater. Canopy equips you with the tools to remain agile, streamline portfolio management, and make informed decisions in today’s dynamic environment.

New Product Launch

We are really excited about this - please stay tuned for the official roll out!

More Networking Opportunities

Get ready for more in-person and virtual events where we’ll connect, share insights, and collaborate. Drop us a friendly message at the form below https://www.canopy.cloud/ or at hello@canopy.cloud!

More Valuable Insights

We plan to provide value to our community through insightful content:

• Industry Trends: Stay ahead of the curve with the latest in wealth management and financial technology.

• Client Success Stories: Real-world examples of how Canopy simplifies financial data challenges.

• Product Updates: Get the first look at new features and enhancements.

• Expert Tips: Practical advice to optimise portfolio management and reporting.

Let’s Chat!

Whether you’re a wealth manager looking to streamline operations, explore cutting-edge solutions or a partner exploring opportunities, we’d love to hear from you.

Drop us a friendly message at the form below our website or simply say hi to us at hello@canopy.cloud!

Wishing You a Merry Christmas and a Joyful New Year!

As 2024 draws to a close, the entire Canopy team would like to thank you for your continued support. We wish you and your loved ones a wonderful holiday season filled with warmth, joy, and success.

Here’s to an even brighter 2025! 🎄✨

With Love,

Canopy Team