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Canopy Capital Group Logo
Canopy Capital Group Growth Score
75
CB Rank
59682
Heat Score
68
Canopy Capital Group is an advisor technology platform that provides Tax-Individualized Investing.
Founded
obfuscation
PrivateVenture - Series Unknown Winchester, Massachusetts, United States1-10 www.canopycapital.com/
Finance
Financial Services
FinTech
Overview

Canopy Capital Group
Total Funding
obfuscation
Growth Score
75
Heat Score
68

Total Funding
obfuscation
obfuscation
Venture - Series Unknown raised
obfuscation
Growth Score75
-5 pts
in past quarter
Heat Score 68
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Canopy Capital Group

CB Rank
59682
Canopy Capital Group is an advisor technology platform that provides Tax-Individualized Investing.
Founded
obfuscation
PrivateVenture - Series Unknown Winchester, Massachusetts, United States1-10 www.canopycapital.com/
Finance
Financial Services
FinTech

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation
Seed
OBF
in
obfuscation

Key People

Details

Legal Name GoldenX Co
Also Known As GOLDENX COMPANY
Operating Status Active
Company Type For Profit
Founders  Eric Golden
Phone Number 781-222-3972
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Tax-Individualized Investing
A service that delivers portfolios tailored to each client's unique tax profile, incorporating tax-loss harvesting into trade decisions.
Customization
Allows specification of different risk exposures and allocation limits for each client across various fixed income asset classes.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
—
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— Venture - Series Unknown
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Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
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— Venture - Series Unknown
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Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
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— Venture - Series Unknown
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Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
—
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— Venture - Series Unknown
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Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
—
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— Venture - Series Unknown

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
—
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— Venture - Series Unknown
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Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
—
obfuscation
— Venture - Series Unknown
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Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
—
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— Venture - Series Unknown
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Venture Round - Canopy Capital Group Logo
Venture Round - Canopy Capital Group
—
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— Venture - Series Unknown

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News

News and Press

News•Dec 12, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

466
112.79%
 in past month

IT Spend

$134.8KThis year, Canopy Capital Group is projected to spend $134.8K on IT, according to Aberdeen.

Active Website Tech Count

13Canopy Capital Group is actively using 13 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Apple Mobile Web Clips Icon, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Canopy Capital Group's headquarters? Canopy Capital Group is located in Winchester, Massachusetts, United States.When was the last funding round for Canopy Capital Group? Canopy Capital Group closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are Canopy Capital Group's competitors? Alternatives and possible competitors to Canopy Capital Group may include BlackRock, Pontera, and  Vestmark.How much funding has Canopy Capital Group raised to date? Canopy Capital Group has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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