Budgeting apps tell you where your money went. Canopy tells you if you're on track to build the wealth you want — with AI-powered confidence, not just categorized transactions.
The problem
Every personal finance app on the market is built around budgeting. That makes sense for most users. But budgeting is a scarcity tool — and it fundamentally mismatches the needs of high earners building wealth.
“If I make over $200k a year, telling me I spent too much on coffee isn't helpful. I need to know if I'm on track to retire at 55 — or whether I should be paying down my loans faster instead of investing.”
The solution
Dashboard
AI Companion
A Claude-powered chatbot with full context of your finances — like a knowledgeable friend available 24/7.
“Am I on track to retire at 55 if I keep saving at this rate?”
“Help me prepare for my monthly advisor call — what should I ask?”
“My portfolio dropped 8% — should I be concerned?”
Coming soon
A Notion-style canvas where power users build their own financial views. Insert charts, metrics, and goal trackers with a slash command — or let AI build them from plain English.
Who it's for
Making real money for the first time and need guidance on wealth-building, not budget tracking.
Targeting 50–55 and anxious about whether they're actually on track.
But monthly calls aren't enough for day-to-day confidence about financial decisions.
Tech-native and already paying for premium tools. High income, but not always high financial literacy.
Canopy is the tool that helps you grow even further. Currently in invite-only beta for early adopters.
Request Early Access