
11 - 50 employees
Founded 2017
💳 Fintech
☁️ SaaS
🤖 Artificial Intelligence
💰 $4.8M Series A on 2018-10
Fintech • SaaS • Artificial Intelligence
Canopy is a Singapore-headquartered SaaS platform that consolidates and reconciles custody and portfolio data to create a private, reconciled source of truth for complex wealth owners. The product connects 250+ custodians and reconciles accounts daily, then layers wealth intelligence, bank-grade reporting, and opt‑in AI agent workflows to answer plain-language questions, surface exceptions, and automate operational tasks for single- and multi-family offices, external asset managers, private banks, accounting firms, and trustees. Launched in 2017, Canopy emphasizes security and compliance (ISO 27001:2022, MAS-aligned), per-client isolation, and encrypted storage, and is built to scale wealthy clients’ reporting and oversight needs without adding headcount.
🔥 4 minutes ago
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11 - 50 employees
Founded 2017
💳 Fintech
☁️ SaaS
🤖 Artificial Intelligence
💰 $4.8M Series A on 2018-10
Fintech • SaaS • Artificial Intelligence
Canopy is a Singapore-headquartered SaaS platform that consolidates and reconciles custody and portfolio data to create a private, reconciled source of truth for complex wealth owners. The product connects 250+ custodians and reconciles accounts daily, then layers wealth intelligence, bank-grade reporting, and opt‑in AI agent workflows to answer plain-language questions, surface exceptions, and automate operational tasks for single- and multi-family offices, external asset managers, private banks, accounting firms, and trustees. Launched in 2017, Canopy emphasizes security and compliance (ISO 27001:2022, MAS-aligned), per-client isolation, and encrypted storage, and is built to scale wealthy clients’ reporting and oversight needs without adding headcount.
• Co-lead customer deployments alongside a Canopy Customer Success Manager • Develop and manage deployment project plans, timelines, and stakeholder alignment • Manage customers to a mutually agreed go-live date based on their readiness • Coordinate hardware orders and delivery • Manage logistics and execution of device installations • Facilitate kickoff sessions, onsite coordination, and milestone meetings • Track and report on success metrics, time-to-value, and ROI milestones • Identify and resolve blockers • Ensure a smooth, accountable handoff to the Customer Success Manager post-deployment • Surface field feedback to Product and Engineering • Help identify early customer advocates • Approach every project with a “put me in coach” mindset
• 5+ years in a customer-facing implementation, deployment, or onboarding role • Strong experience coordinating cross-functional deployments across multiple departments • Proven ability to work directly with clinical, IT, security, HR, and executive stakeholders • Background in healthcare, medtech, or regulated operational environments • Experience managing hardware logistics or field-based installations • Excellent organizational and communication skills • Proficiency in Microsoft Teams, SharePoint, and Google Suite • Background in customer success, consulting, or field service
• N/A
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