In 2013, recently retired banker Tanmai Sharma was looking forward to trading his own money and then spending the rest of the day on the golf course, only to discover that individual investors like himself severely lacked tools to manage one's wealth efficiently.
One major issue he discovered was account aggregation; i.e. how well can you manage your wealth if you don't have an accurate picture of your entire wealth to start with?
Most high net-worth investors hold their assets in multiple banks. The problem is, each bank statement is unique in format, and aggregating them into one report is no easy feat. A small number of wealth institutions offer the service, but as the reports are generated by a slow and expensive back-office manual process, it is a service typically reserved for an exclusive clientele.
To make aggregated account reporting available to all individual investors - fast, accurately and at a reasonable cost - became a mission for Tanmai and Mesitis, the company he subsequently found. And hence Canopy was born.
Canopy Management Team
Before founding Mesitis in May 2013, Tanmai was a Managing Director at Deutsche Bank where he had multiple roles including running Asia Credit Hybrid trading and Latin American Structuring. At Mesitis, Tanmai looks at overall strategy and its execution along with day to day running of the company. He also runs the innovation lab where new products are created and tested. His passion is solving complex real life problems and he finds computer programming somewhat therapeutic. Tanmai is a graduate of IIM, Ahmedabad.
Martin runs the software development of the entire ‘number crunching’ operation. Anything from data extraction to data transformation and interpretation is his domain. Martin was previously Director at Deutsche Bank with 15 years of banking experience across commercial banking, cross asset class structuring and trading. His deep domain knowledge of financial products and markets started with his Banking and Finance degree from Frankfurt University of Finance and Management.
Trevor joined Mesitis in May last year as Chief Technology Officer (CTO) after spending 20 years at Macquarie Group as a senior Technology Director. During those years Trevor was responsible for a variety of portfolios and initiatives including technology refresh projects, establishing new business lines, offshoring and integration projects. Trevor has spent time in a variety of locations across the globe including London, Hong Kong, Singapore, Sydney and Manila and has picked up extensive financial industry knowledge across retail, institutional investment banking and private banking. During his personal time Trevor enjoys travel and is passionate about cycling, wine, reading and cinema
Jane is a founding member of Mesitis and is responsible for all operations of the group. Prior to joining Mesitis Jane was with the Macquarie Group for 14 years where she held various senior roles including Regional Operations Head (Fixed Income), Global Head of Data, Project Manager, Global Head of Data and Onboarding for Macquarie Securites Group, and Lead Operational Architect Back Office replacement.
Takeshi is responsible for delivering Canopy to customers. He oversees the company’s sales, marketing, customer deployment and customer satisfaction activities. Takeshi comes with a 17 year track record of placing a wide variety of financial products to institutional clients. He started his career at Morgan Stanley in 1994, and retired from the industry in 2011 at Barclays Capital. In between, he was a Director at Deutsche Bank where he worked together with Tanmai and Martin as a derivatives engineer. Takeshi holds a BA from International Christian University (Japan), and an MBA from INSEAD (France).