An advisor technology platform unlike any other

Tax-Individualized Investing

Customized portfolios

Modern advisor experience

Managed at scale

Game Changing Technology

A multi-factored approach to customization

Quantitatively Driven

Proprietary analytics and optimization engines


Portfolios customized to client tax situations

Dynamic Asset Allocation

Active rebalancing across asset classes

Continuous Tax-Loss Harvesting

Tax-loss harvesting factored into every trade decision

An Expert Team

Market and technology expertise combine to revolutionize portfolio management

With 30+ combined years of experience at premier institutions, Canopy brings world-class expertise in portfolio management, quantitative research, and technology development