Canopy
Canopy sells accounting practice management software that combines client intake, document handling, billing and CRM tools. It serves over 300 accounting firms and has raised $258M, including a Series C in April 2025.
The growth story
Canopy grew from 116 to 316 employees between 2020 and 2026, raising $258M along the way, most recently a Series C in April 2025.
About
Canopy provides software that helps accounting firms manage client workflows, documents and billing in one system. Customers range from solo practitioners to multi-office firms, with some reporting they replaced up to 14 other tools and cut onboarding time in half.
The company has 316 employees and counts Weave and Podium as top talent sources. Its $258M funding includes backing from NEA and Pelion Venture Partners, with the most recent round closed in April 2025.
Founders and leadership
Engineering makes up the largest department with 62 staff. Leadership includes industry veterans and modern accounting professionals, with a median employee tenure of one year.
The Canopy org chart
Davis Bell (CEO) leads 60 mapped leaders with 8 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 68 (-4% YoY), Sales 49 (+14% YoY), Information Technology 35 (+25% YoY), Customer Success and Support 25 (-19% YoY), Operations 18 (+50% YoY), Business Development 16 (+33% YoY).
Talent flow
Canopy hires heavily from Utah tech companies like Weave (10 hires) and Podium (10), along with local graduates from Utah Valley University (45) and BYU (36). Alumni most often move to Lucid Software, JobNimbus and PDQ.
Most common previous employers of Canopy staff: Weave (10), Podium (10), BambooHR (9), Instructure (8), Vivint (8), Brigham Young University (8). Former Canopy employees most often moved to Lucid Software (3), JobNimbus (3), PDQ (3), Brite (3), Zelis (2), Ember (2).
Alumni worth knowing
The Canopy mafia
15 former employees have founded companies, including Connexure (89 staff), Fast Lane Drive (36) and Ember (32).
16Mark D Larsen, was External Consultant until 2015Ryan Jensen, was Founding Enterprise Account Executive until 2018James Sukhan, was Vice President of Sales until 2019Kurt Avarell, was Founder until 2019Jacob Scoville, was Founding Implementation and Onboarding Manager until 2019Jerry Dearden, was Sales Development Representative until 2018
Samir P., was Senior Account Executive until 2019
Matthew Gillrie, was Director of Revenue Operations until 2019
Brayden Smith, was Digital Marketing Specialist until 2018
Braden Cousin, was Senior Revenue Operations Manager until 2021
Shay Lyons, was Senior Account Executive until 2019
Nick Humrich, was Infrastructure/Microservices Architect until 2019
Nate Barrett, was Vice President, Product Management & Design until 2019
Mart Withers, was Sr. Product Marketing Manager until 2025
Bowdrie Price, was Senior Account Executive until 2019
Anthony Felix, was Sales Director until 2018Hiring now
Web traffic
Traffic mix: 39% direct, 40% search, 1% social, 1% paid.
What this company is made of
Most common skills at Canopy: Customer Service (129), Leadership (120), Microsoft Office (96), Management (92), Microsoft Excel (86), Communication (83), Project Management (75), Sales (72).
Where the team actually sits
Canopy people are concentrated in Utah, United States (152), Salt Lake City Metropolitan Area (45), United States (12), Florida, United States (6).
Search footprint
Canopy attracts about 6,321 organic search visits a month, traffic worth roughly $60K a month if bought through ads. It gained 1,253 ranking keywords and lost 1,149 in the last period.
What employees say
- Compensation
- 4.10 / 5
- Career opportunities
- 4.10 / 5
- Senior management
- 4.40 / 5
- Work-life balance
- 4.40 / 5
Frequently asked
Canopy has 316 employees as of September 2026.
Canopy has raised $258M in total, most recently a Series C round in April 2025.
Davis Bell (CEO) sits at the top of Canopy's reporting structure, with 8 direct reports.
The most common previous employers of current Canopy staff are Weave (10 people), Podium (10 people), BambooHR (9 people).
Former Canopy employees most often move to Lucid Software (3), JobNimbus (3), PDQ (3).
At least 15 companies have a founder who previously worked at Canopy, including Connexure, Fast Lane Drive, Ember.
Canopy attracts about 6,321 organic search visits a month, worth roughly $60K a month in equivalent ad spend.
The most common skills among Canopy staff are Customer Service, Leadership, Microsoft Office, Management, Microsoft Excel.
Canopy staff are concentrated in Utah, United States (152), Salt Lake City Metropolitan Area (45), United States (12).
Canopy has about 68 people in Engineering, down 4% over the past year, as of September 2026.
Canopy has about 49 people in Sales, up 14% over the past year, as of September 2026.
Computed from 238 current and 267 former Canopy profiles, as of September 2026. Source: Crustdata.
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