Canopy Capital Group

Canopy Capital Group

[Patrick OShaughnessy @patrick_oshag]

We’ve made investments in the best investing applications we’ve come across

Here’s the stack

- @canopycapital

- @ArcanaAnalytics

- https://t.co/r1DlIe7YFm

- @RogoAI

- @PassthroughInc

- @TegusHQ

- Casa

- @AlpacaHQ

What’s missing?

[Eric Golden @Ericgolden]

In the early part of a career, the focus is on working as hard as possible to learn, grow, and build skills that a firm values. For me, that began at Fidelity, where I spent 18 years. Walking away wasn’t easy. A close friend gave me a collection of books by Joseph Campbell, and over time, they helped me see that my path wasn’t ending, it was beginning. I felt a calling to build something again from the ground up. 

There have been hard days, sacrifices, and even tears, but there has also been a constant sense of gratitude for the opportunity to pursue this work, and a joy in working with a brilliant team.

Starting Canopy was not about chasing money, fame, or power. It was about surrounding myself with people I love working with, tackling a difficult problem, and generating lasting impact. Canopy is that vision in motion.

From signing our first client to executing our first trade, each milestone has been deeply meaningful. Crossing $1,000,000,000.00 in assets under management in under a year is truly remarkable. We are humbled by the trust of the hundreds of advisors who have made this possible.

This milestone represents, more than anything, a starting point for everything we want to build. Our team is energized, building new features, and listening closely to feedback to make Canopy better every single day.

To all of our partners: thank you. None of this happens without your trust and belief in us.

With immense gratitude,

Eric