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Canopy Wealth Management Logo
Canopy Wealth Management CB Rank
1240928
Heat Score
53
Canopy Wealth Management provides customized portfolio management and wealth planning services for clients.
Founded
obfuscation
Private Middleton, Wisconsin, United States11-50 www.canopy-wealth.com
Advice
Financial Services
Retirement
Wealth Management
Overview

Canopy Wealth Management
Heat Score
53

Growth Score
pts
in past quarter
Heat Score 53
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Canopy Wealth Management

CB Rank
1240928
Canopy Wealth Management provides customized portfolio management and wealth planning services for clients.
Founded
obfuscation
Private Middleton, Wisconsin, United States11-50 www.canopy-wealth.com
Advice
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name ERn Financial, LLC
Operating Status Active
Company Type For Profit
Founders  Chad Wing, Eric Raether, Ernie Moosherr
Phone Number (800) 210-6203
Contact Email info@canopy-wealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Customized Investment Portfolio Management
Tailored investment strategies designed to meet individual client goals and risk tolerance.
Tax-Aware Wealth Planning
Financial planning that incorporates strategies to minimize tax liabilities.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 17

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

586
250.9%
 in past month

IT Spend

$128.1KThis year, Canopy Wealth Management is projected to spend $128.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Learning Pathways Logo
Learning Pathways
81
Leveraged Buyout Logo
Leveraged Buyout
70
CNBC Logo
CNBC
70

Active Website Tech Count

25Canopy Wealth Management is actively using 25 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Canopy Wealth Management's headquarters? Canopy Wealth Management is located in Middleton, Wisconsin, United States.Who are Canopy Wealth Management's competitors? Alternatives and possible competitors to Canopy Wealth Management may include HighTower Advisors, Cerity Partners, and  Mercer Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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