
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.
• Own the full sales cycle for landing new healthcare system customers • Identify, research, and target prospective health systems and hospitals • Develop and execute account penetration strategies • Own discovery, ROI modeling, proposal creation, contract negotiation, and handoff to implementation • Engage CNOs, COOs, CIOs, Security Chiefs, and other decision-makers through complex buying committees • Articulate and demonstrate the operational and emotional ROI of Canopy’s wearable safety platform • Maintain an accurate sales pipeline and provide regular forecasts and updates to leadership • Represent Canopy at industry conferences, security forums, and healthcare technology events • Land 6–10 new healthcare logos annually and establish Canopy as the default choice for wearable safety in the territory
• 5+ years of B2B SaaS or healthcare technology sales experience with a history of exceeding quota in a new business role • Skilled in multi-stakeholder, complex sales cycles (6–9 months typical), with deal sizes in the $200K–$1M+ ARR range • Ability to quantify ROI and sell based on strategic, operational, and cultural value drivers • Experience working in a MEDDIC-based sales organization • Proven ability to engage, align, and gain consensus across diverse organizational stakeholders, from frontline staff to C-suite executives, to ensure successful decision-making and adoption • Highly motivated, autonomous, and adept at building pipeline from scratch
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