Canopy Wealth Management
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
8215 Greenway Blvd Ste 540, Middleton, W...Phone Number
(608) 662-9018Website
www.canopy-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Canopy Wealth Management
Canopy Wealth Management offers personalized, independent wealth and asset management services tailored for individuals and families. They focus on empowering clients, including professionals, business owners, multi-generational families, and dedicated savers, by providing comprehensive financial strategies and disciplined investment management. With over 30 years of leadership experience and more than $1 billion in assets under management, Canopy emphasizes fiduciary guidance and a commitment to clients' best interests. Their services include investment management, financial planning, and tax strategy, ensuring a long-term partnership built on trust and clarity.Explore more
Canopy Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Canopy Wealth Management
<$5M
11-50
Private
-
2013
MM
Michelle McqueenDirector, Marketing & Client Relations
Company Profile Activity
Activity Insights
Canopy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Canopy Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Canopy Wealth Management.
Canopy Wealth Management Tech Stack
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Canopy Wealth Management offers personalized, independent wealth and asset management services tailored for individuals and families. They focus on empowering clients, including professionals, business owners, multi-generational families, and dedicated savers, by providing comprehensive financial strategies and disciplined investment management. Wi... Read More
