Insights

Innovative Healthcare Banking Canopy Financial is advancing healthcare banking by integrating financial management solutions directly within the healthcare industry, presenting opportunities to collaborate with health insurers, providers, and benefits administrators seeking seamless financial solutions for their clients.

Tech-Driven Solutions With a comprehensive technology stack that includes online bill payment, account management, and integrated investment trading, Canopy is well-positioned to partner with organizations looking to modernize their healthcare financial services and improve consumer experience.

Growing Market Presence Serving a mid-sized team and generating revenues between 10 and 25 million dollars, Canopy offers a sizable yet agile target for strategic partnerships with companies aiming to innovate within the healthcare financial services space.

Potential for Industry Expansion Given its unique positioning at the intersection of banking and health insurance, Canopy can provide tailored solutions for financial institutions and insurers seeking to enhance their consumer healthcare offerings and increase market share.

Alignment with Industry Leaders Canopy’s focus on consumer-centered healthcare finance aligns well with large industry players like Fidelity, Prudential, and Nationwide, creating opportunities for collaboration, joint ventures, or technology licensing to expand adoption across the sector.

Canopy Financial Tech Stack

Media & News

Canopy Financial's Email Address Formats

Canopy Financial uses at least 1 format(s):
Canopy Financial Email FormatsExamplePercentage
FLast@canopyfi.comJDoe@canopyfi.com
50%
FLast@canopyfi.comJDoe@canopyfi.com
50%

Frequently Asked Questions

Where is Canopy Financial's headquarters located?

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Canopy Financial's main headquarters is located at Chicago, Illinois 60606 United States. The company has employees across 1 continents, including North America.

What is Canopy Financial's phone number?

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You can contact Canopy Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Canopy Financial's official website and social media links?

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Canopy Financial's official website is canopyfi.com and has social profiles on LinkedIn.

What is Canopy Financial's NAICS code?

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Canopy Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Canopy Financial have currently?

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As of December 2025, Canopy Financial has approximately 10 employees across 1 continents, including North America. Key team members include Administrative Assistant: L. C.. Explore Canopy Financial's employee directory with LeadIQ.

What industry does Canopy Financial belong to?

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Canopy Financial operates in the Financial Services industry.

What is Canopy Financial's email format?

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Canopy Financial's email format typically follows the pattern of FLast@canopyfi.com. Find more Canopy Financial email formats with LeadIQ.

Canopy Financial

Financial ServicesIllinois, United States2-10 Employees

Canopy provides innovative technology solutions to the increasing costs of corporate health benefits and the growing problem of the uninsured. Canopy's products are giving rise to healthcare banking, a new category of financial services that squarely puts the consumer at the center of the healthcare transaction. 

Canopy has enabled the banking and health insurance industries to be better integrated, providing for the first time a stellar consumer experience for managing the financial aspects of healthcare. Canopy’s products incorporate plan design, expense tracking, integrated investment trading, online bill payment, ACH processing, card management systems, account management, customer service interfaces, and plan advisory capabilities – all specifically for healthcare.

Section iconCompany Overview

Headquarters
Chicago, Illinois 60606 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Canopy Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Canopy Financial's revenue is estimated to be in the range of $10M$25M

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