Canoe Appoints Zack Helgeson as Head of Product to Drive Innovation and Growth in Alts Data Automation
Helgeson to Lead Product Strategy and Execution, Reinforcing Canoe’s Position as the Leader in Alternative Investment Technology
NEW YORK, March 11, 2025 – Canoe Intelligence, the financial technology company powering smarter alts management, today announced the appointment of Zack Helgeson as Head of Product. This key hire reinforces Canoe’s vision to power every alternative investment workflow, a vision made possible by our unique position as the only firm serving the entire alts landscape—from wealth managers to institutional investors—providing unmatched scale and coverage.
As Head of Product at Canoe Intelligence, Zack will lead product strategy, innovation, and execution across the company’s data automation and analytics platform. With a track record of scaling data-driven products and transforming insights into market-leading solutions, Zack brings a dynamic blend of creativity, technical expertise, and strategic vision to building next-generation platforms. At Canoe, he will be shaping the product vision—driving innovation, unlocking new opportunities, and building the foundation for long-term growth. His role includes driving innovation in private markets technology, scaling product capabilities, and defining the product roadmap.
Before joining Canoe, Zack was Head of Product Strategy, Analytics at Nasdaq, where he developed private markets product strategies that helped institutions better access, analyze, and act on data. By leveraging technology and automation, he built solutions that empowered investors to navigate complex private market landscapes with greater precision and insight. His expertise in private capital flows and investment intelligence is rooted in his time at Cambridge Associates, where he built data-driven infrastructure that streamlined fund intelligence, automated data extraction, and improved operational efficiency across institutional investment workflows. Zack also held various product, operations, and technology leadership positions at Brighthouse Financial.
Commenting on his appointment, Zack said: “Private markets thrive on data, transparency, and trust, but historically, the exchange of information between GPs and LPs has been slow, fragmented, and inefficient. Canoe is changing that. The opportunity to increase the velocity, depth, and quality of data exchange—unlocking smarter decisions and better investment outcomes—is what makes this role so exciting. Canoe is perfectly positioned to push the boundaries of automation, intelligence, and workflow integration, and I’m thrilled to help shape the future of alternative investment data.”
“We are thrilled to welcome Zack to the Canoe team,” said Jason Eiswerth, CEO of Canoe Intelligence. “His expertise and vision will be transformational as we continue to enhance our product suite and expand our market reach. Zack’s deep understanding of product strategy will be invaluable as we seek to empower more alternative investors with our innovative technology solutions.”
Zack will spearhead the continued development and enhancement of Canoe’s product suite. His expertise in scaling data-driven products will be instrumental in accelerating the flow of information between GPs and LPs, advancing automation and intelligence, and strengthening integrations within investment workflows.
Zack holds the CAIA and CIPM designations and is currently pursuing a Master’s in Information Technology from Virginia Tech. Passionate about building high-performing teams and pushing the boundaries of data-driven innovation, he thrives at the intersection of finance, technology, and product strategy.
These appointments follow the recent announcement that Chris Jones joined Canoe as Chief Revenue Officer and Mike Muniz transitioned to Chief Strategy Officer, further solidifying the company’s leadership team and positioning it for continued growth and innovation.
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About Canoe Intelligence
Canoe Intelligence redefines alternative investment intelligence through AI-driven, cloud-based software that automates and streamlines alternative investment workflows. With over $8T in assets under automation and more than 400 clients, Canoe empowers institutions, LPs, and wealth managers to transform their alternatives data operations.
MEDIA CONTACT:
Betsy Miller Daitch
+1 443-690-6200
bdaitch@canoeintelligence.com
