Key facts
- It has raised $13.5M; the latest was Early Stage VC ($9.4M) in Sep 2025.
- Notable investors include Positive Sum.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Canopy Capital Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Canopy Capital Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Canopy Capital Group
Operator of an advisor technology platform intended to offer tax-individualized investing. The company's platform allows for the specification of risk exposures and allocation limits for each client across fixed-income asset classes, leveraging analytics and optimization engines, enabling advisors to prospect and engage clients through personalized fixed-income portfolios tailored to each client's tax profile, with tax-loss harvesting factored into every trade decision.
- Sector
- Business Products and Services (B2B)
- HQ
- Boston, MA, United States
- Founded
- 2022
- Employees
- 5
- Website
- canopycapital.com/
- Ownership
- Privately Held (backing)
Canopy Capital Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Canopy Capital Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Canopy Capital Group in its N-PORT filings yet. We sweep new filings monthly.