Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.

Core Values

At Canoe, we look for individuals who possess an intellectual curiosity, a mind for process, and a drive for continual improvement. We look for people with an execution and accountability-driven mentality who take pride in getting the job done. We pride ourselves in being a team comfortable in both giving and receiving constructive critical feedback, can collaborate jointly on projects, and exemplify an ability to adapt while staying focused on larger goals. Above all, we source for individuals who possess an integrity that adheres to, and encourages high professional and personal standards.

Employee Spotlight


Karlin Wong
Product Manager

Read More


The Product team transforms Canoe’s mission to reality. We use technology to build client-centric innovations that unlock efficiencies and scale for alternative investors, asset servicing firms, and allocators. On a daily basis, the Product team shepherds the organization through the product lifecycle from ideation, design, prioritization, execution and finally to release. This often includes working closely with our executive leadership to define product strategy and build commercially impactful roadmaps based on feedback gathered from customers, product usage, cross-functional teams, and competitive research.

Our team is made up of professionals with diverse experience bringing knowledge regarding financial technology, design, data science, project management and alternative investments.


We keep the business running, managing key functions like finance, talent, and administration, while empowering all other teams at Canoe to operate more efficiently. Every day is different and fast-paced. We plan for resource needs and facilitate the onboarding and ongoing support of Canoe team members.

We’re always evaluating new tooling options for the team, refining business processes, and identifying ways to enhance our culture.


Our team is responsible for building the Canoe business and generating revenue. We do this by articulating the Canoe vision to the marketplace.

We collaborate across the organization so we can to communicate the value of the Canoe platform to potential partners. We initiate the relationships that transform prospects into referenceable clients.

Employee Spotlight

image description


Read More


We aim to build technology that solves the critical challenges our clients face and spark joy in their daily work. On a daily basis, the engineering team develops product features that overcome the obstacles our clients experience. We improve the performance and scalability of the platform based on client feedback, and also work closely with the product and client success teams to prioritize product development work.

Our team specializes in building and utilizing cutting-edge technologies to accelerate and improve financial data extraction and validation for the alternative investments industry.

Employee Spotlight

image description


Read More

Client Success

What drives us? Building long-term partnerships with clients and continually learning from them. As we listen to client challenges, it’s our responsibility to translate them into actionable technology solutions and enhancements. Our team of industry professionals is responsible for client onboarding, training and education, support and ongoing relationship management. Most of us have worked with alternative investment documents and data in previous roles, so we understand the daily challenges our clients face, intimately.

This expertise and know-how allows us to build optimal solutions for our clients and work closely with our product and development teams to continually strengthen our platform.

Current Opportunities


Frequently Asked Questions for Candidates

Read through a compilation of frequently asked questions by job candidates and answers from our team.

Read the FAQs

Benefits + Perks

At Canoe, we provide our team with a full benefits package, including medical, dental, vision, 401k, and commuter benefits. Our development team agrees on weekly & bi-weekly work from home days, also conduct daily and weekly stand-ups to regularly touch base. We regularly conduct happy hours and team off-sites – our latest excursion was Archery + Knife & Hatchet Throwing!


  • Friends outside of work
  • Eat lunch together
  • Intracompany committees
  • Daily stand up
  • Open door policy
  • Team based strategic planning
  • Group brainstorming sessions
  • Open office floor plan

Health Insurance & Wellness Benefits

  • Dental Benefits
  • Vision Benefits
  • Health Insurance Benefits
  • Life Insurance
  • Wellness Programs

Perks & Discounts

  • Casual Dress
  • Commuter Benefits
  • Company Outings
    Quarterly Company Outings
  • Happy Hours (Club Canoe) are hosted once a month, and impromptu happy hours are sprinkled in between!

Professional Development Benefits

  • Onsite and virtual training courses
  • Attendance at job related conferences and seminars
  • Monthly Lunch and Learns
  • Cross functional training encouraged
  • Promote from within
  • Customized development tracks


  • Unconscious bias training

Retirement & Stock Options Benefits

  • 401(K)
  • Company Equity
  • Performance Bonus

Vacation & Time Off Benefits

  • Generous PTO
  • Paid Holidays