Fundz

Canopy Financial Advisors Corp. reported raising $1.24 Million in an initial SEC Form D filing, from an offering of $2 Million

PRIVATEFeb 13, 2017$1.2M of $2M raised

Amount Raised

$1.24 Million

$1.24 Million sold, per SEC Form D (first sale Feb 13, 2017)

Round Type

Seed

CharlotteInformation Technology

Who to call at Canopy Wealth Management Arizona, and when

A new round usually means Canopy Wealth Management Arizona is about to hire and buy. The teams that reach out first get the meeting.

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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.

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Fundz sees it the moment Canopy Wealth Management Arizona raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Canopy Wealth Management Arizona's next move

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Canopy Wealth Management Arizona raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.