As of 31 Oct 2026, Canopy Tax has raised $70M across 1 verified round on record, plus 3 rounds still being checked; latest: $70 million Series C led by Viking Global Investors, announced 23 Apr 2025.
Cloud-based practice management platform
getcanopy.comLehi, UtahFintechFounded 2014
2 sources
Source 1 shows April 29/30 timing, but the company's April 23 release fixes the announcement date.
1 source
Developing: it holds up against its sources so far, and firms up as more reporting lands.
The source calls this an oversubscribed round but does not provide a specific stage. The dateline gives South Jordan, UT, but does not state that it is Canopy’s headquarters.
1 source
Developing: it holds up against its sources so far, and firms up as more reporting lands.
The headline calls it a “Series B Extension,” while the article says the company calls it a “Series B-I”; the latter is used for the stage.; not on the page it cites, so not applied: date
1 source
Developing: it holds up against its sources so far, and firms up as more reporting lands.
| Round | Amount | Announced | Lead | Buzz |
|---|---|---|---|---|
| Series C [ HISTORY ]: An earlier round, from the company's own announcement, found while researching the company. Checked like any round, but not new, so it stays out of the daily feed and alerts; a date range shows it. | $70M | 2025-04-23 | Viking Global Investors | No recent discussion |
2 sources [ VERIFIED · CORRECTED ] read against 2 sources
Source 1 shows April 29/30 timing, but the company's April 23 release fixes the announcement date. | ||||
Canopy is a cloud-native, all-in-one practice-management platform built for U.S. accounting, CPA, tax, and bookkeeping firms.
Checked against 8 sources today
| Funding round [ HISTORY ]: An earlier round, from the company's own announcement, found while researching the company. Checked like any round, but not new, so it stays out of the daily feed and alerts; a date range shows it. | $35M | 2024-05-08 | Ten Coves Capital, Ankona Capital | No recent discussion |
1 source [ DEVELOPING ] Developing: it holds up against its sources so far, and firms up as more reporting lands. read against 1 source The source calls this an oversubscribed round but does not provide a specific stage. The dateline gives South Jordan, UT, but does not state that it is Canopy’s headquarters. [ BUILT WITH ]·[ SEARCH ]found by Firecrawl search·[ SCRAPE ]1 page read: getcanopy.com·[ JSON ]round read into a schema, with the sentence that states it·[ VERIFY ]confirmedchecked against 1 source·[ BRANDING ]logo and colour from the homepage·[ AGENT ]company research by the Firecrawl agent | ||||
| Series B ext. Series B Extension [ HISTORY ]: An earlier round, from the company's own announcement, found while researching the company. Checked like any round, but not new, so it stays out of the daily feed and alerts; a date range shows it. | $12M $42M to date | 2018-05-16 | not stated | No recent discussion |
1 source [ DEVELOPING ] Developing: it holds up against its sources so far, and firms up as more reporting lands. read against 1 source
The headline calls it a “Series B Extension,” while the article says the company calls it a “Series B-I”; the latter is used for the stage.; not on the page it cites, so not applied: date [ BUILT WITH ]·[ SEARCH ]found by Firecrawl search·[ SCRAPE ]1 page read: news.crunchbase.com·[ JSON ]round read into a schema, with the sentence that states it·[ VERIFY ]correctedchecked against 1 source·[ BRANDING ]logo and colour from the homepage·[ AGENT ]company research by the Firecrawl agent | ||||
| Series A [ HISTORY ]: An earlier round, from the company's own announcement, found while researching the company. Checked like any round, but not new, so it stays out of the daily feed and alerts; a date range shows it. | $8M | 2015-06-23 | New Enterprise Associates | No recent discussion |
1 source [ DEVELOPING ] Developing: it holds up against its sources so far, and firms up as more reporting lands. read against 1 source [ BUILT WITH ]·[ SEARCH ]found by Firecrawl search·[ SCRAPE ]1 page read: wsj.com·[ JSON ]round read into a schema, with the sentence that states it·[ VERIFY ]confirmedchecked against 1 source·[ BRANDING ]logo and colour from the homepage·[ AGENT ]company research by the Firecrawl agent | ||||
| EARLIER ROUNDS FROM COMPANY RESEARCH · DEVELOPING | ||||
| Funding round | $11 million | 2021-06-29 | Ankona Capital | |
| Funding | $8 million | 2019-12-04 | NewView Capital, Pelion Venture Partners, Tenaya Capital | |
| New funding round | $30 million | 2018-03-28 | New Enterprise Associates (NEA) | |
| Series B | $20 million | 2017-03 | Pelion Venture Partners | |
| Seed | $2 million | undated | not stated | |
Also named as backers in company research: Jim Engebretsen, Wells Fargo Strategic Capital, University Growth Fund