
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.
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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.
• Identify, research, and target prospective health systems and hospitals; develop and execute account penetration strategies • Own the sales process from first meeting through close, including discovery, ROI modeling, proposal creation, contract negotiation, and handoff to implementation • Engage with multiple decision-makers including CNOs, COOs, CIOs, and Security Chiefs to navigate complex buying committees • Articulate the value of Canopy’s wearable safety platform, demonstrating operational impact and emotional ROI for staff safety • Maintain a robust and accurate sales pipeline, providing regular forecasts and updates to leadership • Represent Canopy at industry conferences, security forums, and healthcare technology events to build relationships and brand awareness • Land 6–10 new healthcare logos annually • Establish Canopy as the default choice for wearable safety in the assigned 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 • Highly motivated, autonomous, and adept at building pipeline from scratch
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