Canopy

wealthtech (retail)other investments platformbig data analytics

FOUNDING YEAR: 2013
LOCATION: Singapore
Last Update: 01/05/2020

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About

Mesitis is a Singapore based award-winning financial technology solutions development company focused on the private wealth industry. Mesitis offers Canopy, a next-generation account aggregation, portfolio analytics and client reporting platform for high net-worth individuals and wealth professionals. We are a B2B player and we work with private banks, family offices, external asset managers, trust companies and other private wealth institutions.

MEDICI Analysis

Canopy Cloud offers a platform that can aggregates all of the users assets and provide visualizations, reporting, analysis and client communication. Theplatform helps financial institutions and wealth managers to connect their siloed data, analyze it, and gain new insights into their business or market. It helps financial institutions to develop their build big data ecosystems to maximize their returns.Additionally, it assists wealth professionals with their administrative tasks and provide them insights, thereby enabling them to provide better financial advices to their customers.

Focus

PRODUCTS & SERVICES

Canopy offers a API driven platform with a range of features like: Analytics: Enables users to analyze complex data Reporter: Enables users to create template or customized reports by using their data Engine: Enables users to understand the number with data crunching and standardizer Manager: Enables relationship managers to view their client data Excel: Enables users to access their data and analyze it Mailer: Enables users to automate data and send out insights

REVENUE MODEL

Subscription based Revenue Model.

MAIN CLIENTS

High net-worth individuals & Wealth professionals.

PRIMARY PROBLEM SOLVED

The challenge of consolidating a high net worth individual's assets diversified across custodians, geographies and asset classes, without direct bank-data feeds.

Traction

TRANSACTIONS VALUE:

$1 B

People

FOUNDERS

Tanmai Sharma

BOARD MEMBERS AND ADVISORS

Thierry Breton

NUMBER OF EMPLOYEES

51-200

INVESTORS:

Tanmai Sharma and some High Networth Individuals

KEY EMPLOYEES:

Takeshi Yoshida

Thierry Breton (CEO)

Momentum

FUNDED

YES

TOTAL FUNDING

$19.13 M

DATE OF LAST FUNDING

Jun 2018

TOTAL FUNDING COMMENT

Venture financing: $2.35 M

SEED & PRIOR FUNDING

$775 K

SEED CLOSED ON

Jul 2013

FUNDING SERIES

SERIES A  · $14.95 M  · Sep 2018

OTHERS  · $3.4 M · Dec 2017

LISTED

NO

For Investors

FUNDING NEEDED:

$5 M

Innovation Programs

BASICS

FOUNDING YEAR:

2013

LOCATION:

Singapore

Views:

142 VISITORS | 234 VIEWS
LATEST FUNDING ROUND

$19.1 M

TOTAL EMPLOYEES
51-200

About

Mesitis is a Singapore based award-winning financial technology solutions development company focused on the private wealth industry. Mesitis offers Canopy, a next-generation account aggregation, portfolio analytics and client reporting platform for high net-worth individuals and wealth professionals. We are a B2B player and we work with private banks, family offices, external asset managers, trust companies and other private wealth institutions.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

MEDICI Analysis

Canopy Cloud offers a platform that can aggregates all of the users assets and provide visualizations, reporting, analysis and client communication. Theplatform helps financial institutions and wealth managers to connect their siloed data, analyze it, and gain new insights into their business or market. It helps financial institutions to develop their build big data ecosystems to maximize their returns.Additionally, it assists wealth professionals with their administrative tasks and provide them insights, thereby enabling them to provide better financial advices to their customers.

Focus+
Momentum+
Traction+
People+
For Investors+
Other+

Innovation Programs

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Canopy

About

Mesitis is a Singapore based award-winning financial technology solutions development company focused on the private wealth industry. Mesitis offers Canopy, a next-generation account aggregation, portfolio analytics and client reporting platform for high net-worth individuals and wealth professionals. We are a B2B player and we work with private banks, family offices, external asset managers, trust companies and other private wealth institutions.

Focus

PRODUCTS & SERVICES

Canopy is a financial data aggregation, visualization, analytics and reporting platform built to assist private wealth professionals to engage clients deeper.

REVENUE MODEL

Subscription based Revenue Model.

TOP PROBLEM SOLVED

The challenge of consolidating a high net worth individual's assets diversified across custodians, geographies and asset classes, without direct bank-data feeds.

PRODUCT DEVELOPMENT STAGE

COMMERCIAL LAUNCH

KEY DIFFERENTIATORS

We aggregate data from any source including PDF statements.

PRIMARY CUSTOMER TYPE

Enterprise - Banks or Financial Institutions

PRODUCT ATTRIBUTES

SaaS

White label

STRATEGIC CLIENTS AND PARTNERSHIP

Credit Suisse : Canopy is offered on CS' digital private banking platform.

People

FOUNDERS

Tanmai Sharma

NUMBER OF EMPLOYEES

11-50

KEY EMPLOYEES:

CEO, FOUNDER: Tanmai Sharma

CTO: Martin Pickrodt

CCO: Takeshi Yoshida

employee: Thierry Breton (CEO)

BOARD MEMBERS AND ADVISORS:

Thierry Breton

INVESTORS:

Tanmai Sharma and some High Networth Individuals

Momentum

FUNDED

YES

LISTED

NO

FUNDING SERIES