Canopy Financial Advisors Corp.

Charlotte, NC · Founded 2013 · Digital health · Defunct

AI system for automated medical coding of hospital charts

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Updated · canopy.ai

Sector
Digital health
Headquarters
Charlotte, NC
Founded
2013
Latest Form D
$985K, May 2021
Total capital
$2.2M
Federal grants
None on recordNo awards found in SBIR/STTR, NIH, NSF or DoD records.
Private capital raised
$2.2M
2 Form D · last May 2021
66 months since last filing
Federal contracts
None on recordNo federal contract awards found.
Granted patents
None on recordNo USPTO grants. Applications publish after 18 months.

Capital timeline

20172018201920202021FEDERAL ↑EQUITY ↓Cumulative $2.2M1st Form D$1.2M2nd Form D$985K
20172018201920202021FEDERAL ↑EQUITY ↓Cumulative $2.2M1st Form D$1.2M2nd Form D$985K

Latest events

  • Private capital raisedForm D · SEC · 2nd filing$985K
  • Private capital raisedForm D · SEC · 1st filing$1.2M

Node area is scaled to amount. Form D reports securities sold, which can differ from an announced round; filings are numbered in the order they were made.

Founders and team

From SEC Form D filings
  • Caleb RoweExecutive Officer, DirectorNamed in SEC Form D filings
  • David StedmanExecutive OfficerNamed in SEC Form D filings

What it has protected

No granted patents are on record.

USPTO usually publishes applications 18 months after filing, so recent applications may not be visible yet. Patents assigned under a different entity name won’t match.

Checked: USPTO granted patents and published applications · Oct 23, 2026

  • SOAR ANALYTICS LLCSimilar federal contract value in Digital health · null in contracts
  • Lab Angelus, Inc.Similar federal contract value in Digital health · null in contracts
  • GENEXWELL INCORPORATEDSimilar federal contract value in Digital health · null in contracts
  • Agrilogics Group, Inc.Similar federal contract value in Digital health · null in contracts
  • INVIZA CorpSimilar federal contract value in Digital health · null in contracts
  • Physis Products, LLCSimilar federal contract value in Digital health · null in contracts

Regulatory activity · Digital health

Sector-level, not company-level

Rules are matched to sector, not to company. Recent activity in a sector is context rather than a signal about this business — until rules are matched to what a company actually builds, the section is shown as context and nothing more.

Sources

Federal grants from SBIR/STTR, NIH, NSF and DoD records. Federal contracts from USAspending.gov. Private capital from SEC Form D. Patents from USPTO. Publications from OpenAlex. Regulatory activity from the Federal Register. Press matched on company name.

How to read this page

Figures show associations in public records, not causes or predictions. Nothing here is investment advice. An em-dash means no record was found under this company's name, not that none exists.

Data freshness

SEC Form D filings through . SBIR and STTR awards through .