Company
Canopy
An advisor technology platform unlike any other
Also known as Canopy Capital Group
- Status
- Operatingas of 2026-09-20
- Business model
- B2B
- Customers
- Advisor
- Legal name
- Canopy Capital Group
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Record updated 20 September 2026
About
Deliver portfolios adapted to the unique tax profile of each client and benefit from tax-loss harvesting that is factored into every trade decision
Products
- Web
- Canopy
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