Canopy Financial
Charlotte, US · Founded 2016 · North Carolina corporation
Find your way into Canopy Financial
Founders & leadership
DS
David StedmaninCEODavid Stedman is an Authorised Financial Adviser in New Zealand specializing in personal and business insurance coverage for serious illness and accident. His background includes family experience with financial planning and insurance advice.
Reported raises · per SEC filings
Form D private placements$2.2M disclosed across 2 rounds · 2017–2021
▶$985KraisedMay 2021 · 12 investors · Other TechnologyRule 506(b)
▶$985KraisedMay 2021 · 12 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- David StedmanExecutive Officer
- Offering amount
- $1.5M
- Amount sold
- $985K
- Minimum investment
- $10K
- First sale
- Mar 2021
- Incorporated
- Corporation, North Carolina, 2016
- Federal exemptions
- 06b
▶$1.2MraisedFeb 2017 · 14 investors · Other TechnologyRule 506(b)
▶$1.2MraisedFeb 2017 · 14 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Caleb RoweExecutive Officer, Director
- David StedmanExecutive Officer, Director
- Offering amount
- $2M
- Amount sold
- $1.2M
- Minimum investment
- $20K
- Proceeds to insiders
- $250K
- First sale
- Jan 2017
- Incorporated
- Corporation, North Carolina, 2013
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- How much funding has Canopy Financial raised?
- Canopy Financial has disclosed $2.2M raised across 2 rounds.
- Where is Canopy Financial headquartered?
- Canopy Financial is headquartered in Charlotte, US.