Overview

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Status
Canopy Financial has been closed
Total Equity Funding
$70.5M in 2 Rounds from 2 Investors
Headquarters:
San Francisco, CA
Description:
Canopy provides innovative technology solutions such as healthcare insurance, banking, bill payment and other healthcare-related services.
Founders:
, ,
Categories:
Banking, Finance, FinTech
Website:
http://www.canopyfi.com

Company Details

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Canopy Financial, Inc. provides technology-enabled electronic payment, account management, and investment technology platforms for health savings accounts, flexible spending accounts, and health reimbursement arrangements. It offers HealthDirect for bankers, which is a technology-enabled account management and electronic payment platform allowing financial institutions to streamline the administration of health-related spending accounts; and CareGain, a consumer-driven healthcare (CDH) solution for payers enabling health plans and third party administrators to control branding, pricing, and end-to-end CDH plan design, account management, and electronic payment. The company's products incorporate plan design, expense tracking, integrated investment trading, online bill payment, ACH processing, card management systems, account management, customer service interfaces, and plan advisory capabilities. It offers its technology platforms to connect healthcare and financial services for businesses and consumers. The company was founded in 2004 and is headquartered in San Francisco, California with additional offices in Plainsboro, New Jersey; and Chicago, Illinois.

Funding Rounds (4) - $89.5M

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DateAmount / RoundValuationLead InvestorInvestors
Oct, 2009$62.5M / Series C1
Jan, 2009$4M / Debt Financing1
Aug, 2008$8M / Series B1
Jan, 2008$15M / Debt Financing1

Acquisitions (1)

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DateAcquiredAmount
Oct 13, 2008Unknown

Offices/Locations (1)

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  • HQ

    201 Spear St.

    Suite 1600

    San Francisco, CA 94105

    USA

Past Team (4)

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Images (1)

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