Canopy vs WealthSphere
Canopy
canopy.cloudWealthSphere
mywealthsphere.comSide by side
| Figure | Canopy | WealthSphere |
|---|---|---|
| Price from | $1,250/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | — | Yes |
| Plans published | 2 | 1 |
| Spec score · Family Office Software | 7.9 (#5) | 6.7 (#24) |
| Product | Canopy consolidates wealth held across custodians, reconciles it, and provides analytics and reporting from a shared source of truth. | WealthSphere is integrated client management software for trust, corporate, and family office service providers. |
Plans
Canopy
- Single Family Office$15,000 a year
- External Asset Manager / Multi Family Office$25,000 a year
In their own words
Canopy
Canopy brings wealth records from multiple custodians into a consolidated, reconciled portfolio view for family offices, external asset managers, and private banks. It connects to more than 250 custodians through direct feeds, real-time SWIFT, and statement parsing, and covers assets from equities and cash to private markets and real estate across multiple entities. Portfolio accounting includes daily revaluation, cost basis, profit and loss, FX attribution, accruals, corporate actions, and double-entry bookkeeping. Analytics cover returns, risk, exposure, scenario modeling, benchmarking, allocation, mandate monitoring, and cash flow forecasting. Teams can create custom or white-label reports and schedule delivery. The client portal offers iOS and Android apps, role-based access, and AI chat. Optional AI tools include portfolio questions with cited answers, PDF analysis, and transaction classification; Canopy says client data is not used to train shared AI models. Pricing depends on scope and is available on request. Listed annual plans start at $15,000 a year for a Single Family Office, with a one-year commitment.
WealthSphere
WealthSphere has no write-up on Specifiction yet; its figures are above.