Day: January 18, 2016

Canopy (developed by Mesitis), is an account aggregation and reporting platform for high net-worth individuals and their wealth managers

Through an aggregated, single portfolio overview across accounts in different institutions, Canopy allows users to visualize their net worth and make sense of their financial holdings, leading to better investment and wealth management decisions. Canopy is a Software-as-a-Service offered by Mesitis, a fintech start-up focused on the private wealth industry.