Aldrich Wealth leverages Canoe to automate and streamline alts operations
NEW YORK, April 15, 2026 – We’re happy to share that Aldrich Wealth has joined Canoe’s growing family of 500+ clients!
Aldrich Wealth is an SEC-registered investment advisory firm and a division of the broader Aldrich group of companies, with over $7B in AUM. The firm takes an integrated approach to financial planning, investment management, and tax services, serving private wealth clients (including family offices, business owners, executives, and physicians) as well as organizations through corporate retirement plan consulting, fiduciary governance, and 401(k) advisory services. Aldrich Wealth positions itself as a partner that helps clients protect and grow their financial assets through careful, goals-aligned decision-making.
The Canoe Team looks forward to working with Aldrich Wealth.
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About Canoe Intelligence
Canoe Intelligence (“Canoe”) is the platform for smarter alts management. We redefine alternative investment intelligence with AI-driven software that directly addresses the core challenges of private markets. Our technology empowers institutions, LPs, and wealth managers to future-proof their alts infrastructure, modernizing systems and providing a scalable foundation for long-term growth and compliance. By automating manual data processing with AI-native precision, Canoe helps clients reduce operational costs and risks, significantly lowering overhead and mitigating errors. Ultimately, our timely, accurate, and comprehensive data enables investment teams to drive superior investment outcomes through deeper insights and more profitable allocation strategies. With Canoe, it’s all about making Alts, smarter. Learn more at www.canoeintelligence.com.
MEDIA CONTACT:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
[email protected]
