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Canopy Financial Advisors Corp. announced it raised $985,000 in an initial filing from an offering of $1.5 Million

May 10, 2021about 4 years ago

Amount Raised

$985,000

Round Type

seed

CharlotteInformation Technology

Company Information

Company

Canopy Wealth Management Arizona

Location

733 Louise Avenue

Charlotte, North Carolina, United States

About

Canopy Wealth Management Arizona specializes in managing client assets with a strong focus on personalized advisory services. The firm has developed a reputation for its client-centric approach and robust management of financial resources. With a team of experienced advisors, Canopy aims to provide tailored financial strategies. The firm has managed approximately $433 million in client assets.

Funding Insights

Based on industry data
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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