Press & Announcements

Align Impact Strengthens Technology with Addition of Canoe Intelligence for Alternative Investments

NEW YORK DECEMBER 15, 2020 Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors and allocators, today announced a new client engagement with Align Impact, LLC (“Align”), a financial advisory firm focused exclusively on the impact marketplace. In working with Canoe, Align will strengthen their technology stack with tools to automate their most manual workflows around document and data management, ultimately streamlining the delivery of data into Addepar.

Align Impact is a female founded, owned, led, and majority-staffed, SEC-registered independent advisor and certified B Corporation that specializes in co-creating and implementing impact investing strategies with individuals, families, foundations, institutions, and advisors.

“We work with our clients to build diverse investment portfolios that integrate their values and goals with our rigorous wealth management process,” said Jennifer Kenning, Co-Founder and CEO of Align Impact. “By implementing Canoe technology, we are transforming our ability to support the growth of our business with scalable technology for alternative investment document and data collection, thus freeing up time to focus on co-creating and implementing impact strategies for our clients.”

“As wealth management firms like Align Impact are growing, many are turning to purpose-built technology to manage the recurring, data-oriented tasks associated with their clients’ investments,” said Mike Muniz, Partner and Chief Revenue Officer at Canoe Intelligence. “We’re proud to work with Align Impact and help them continue carrying out their impact investing mission in the most effective way possible.”

About Canoe Intelligence

Canoe Intelligence reimagines alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. www.canoeintelligence.com

About Align Impact LLC

As an independent fiduciary, Align Impact works alongside financial advisors, institutions, foundations and directly advises individual clients and their family offices, all in the service of integrating impact investments into the broader wealth management strategy. Align specializes in building customized impact portfolios designed to deliver the same risk adjusted returns as best-in-class, globally diversified asset management strategies while enabling capital to flow to companies and funds working to address the world’s greatest challenges. For more information, please visit us at www.alignimpact.com.