Canoe Intelligence and Masttro partner to streamline alts operations and reporting workflow for wealth managers
NEW YORK, October 2, 2025 – Canoe Intelligence (“Canoe”), the platform for smarter alts management, and Masttro, the global leader in wealth technology and data solutions for family offices, registered investment advisors (RIAs), wealth managers, and wealth owners themselves, today announced a partnership to integrate wealth data from Canoe’s alts management technology into Masttro’s WealthTech platform. The integrated experience will create a robust work environment for wealth managers, fully automating their operational and reporting workflows associated with alternative investments.
Customers can enable the integration between Canoe Intelligence and Masttro to deliver a seamless flow of alternative investment data from Canoe directly into the Masttro platform. Through the automated delivery of alternatives data—including capital calls, distributions, valuations, and statements—clients benefit from reduced manual processing, and faster access to critical investment insights. This partnership empowers wealth managers, family offices, and advisors to improve operational efficiencies with alternatives, make better-informed decisions and elevate the quality of reporting for their private market investors.
“Canoe is a leading platform for alternatives data management, providing significant time and cost efficiencies associated with alts data collection, analysis, and monitoring,” said Jay McNamara, CEO at Masttro. “We at Masttro are looking forward to working with the Canoe team to enhance the value we can deliver collaboratively to our current and future shared clients. AI advancements will improve every facet of wealth management, and Masttro and Canoe will continue to be among the leaders innovating in the wealth tech space.”
Over 425 institutional investors, asset servicers, capital allocators, and wealth managers leverage Canoe Intelligence to automate their most time-consuming manual alternative investment processes. The Canoe Partner Program is designed to create a seamless experience for clients with a system-agnostic, client-first approach to integrations.
“Masttro’s comprehensive wealth management technology helps family offices and advisors better manage every detail of their workflow, and Canoe fully automates their alts reporting process. Our partnership with Masttro is driven by our shared desire to address the needs of the family office and advisor communities in better serving HNW and UHNW clients,” said Jason Eiswerth, CEO at Canoe Intelligence. “By offering a collaborative solution, mutual clients benefit from automated delivery of their alternative investment data and documents to Masttro, further streamlining their operational and reporting workflows. We are excited to welcome Masttro to the Canoe Partner Program which is designed to create a seamless experience for clients with a system-agnostic, client-first approach to integrations.”
On September 4th, 2025, Canoe launched its collaborative innovation center, Canoe Labs. This exclusive incubator allows investment and operations professionals help bring next-generation alts workflows to life, by offering direct access to a stream of emerging AI capabilities before they reach the broader market. Access will be granted on a selective basis to ensure meaningful collaboration and feedback throughout the innovation process. Interested firms can join the waitlist at canoelabs.ai.
Canoe proudly operates in eight countries and 31 US states to serve 425 clients across more than two dozen countries. Supporting over 18,000 LPs and managing $9.5T+ in AUM/AUA, Canoe redefines how firms interact with their data. We process 1M+ documents per month, with each new document making our AI models stronger and improving outcomes for all clients.
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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.
About Masttro
Masttro is the global leader in wealth technology for aggregating, visualizing, and managing complex portfolios across all asset classes, jurisdictions, currencies, and entity structures. Offering a single source of accurate, comprehensive data, Masttro empowers wealth owners and their trusted advisors with real-time control, transparency, and insights. The platform utilizes AI to seamlessly aggregate wealth data across all asset classes—including alternative investments, collectibles, and real estate—and is backed by robust cybersecurity infrastructure. With more than 650 proprietary data feeds from leading custodians worldwide, Masttro sets the benchmark for innovation in wealth management technology. Hundreds of leading SFOs, MFOs, RIAs, financial institutions, and professional services firms rely on the Masttro platform to serve more than 10,000 end clients in 33 countries.
MEDIA CONTACT:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
bdaitch@canoeintelligence.com
MEDIA CONTACT:
Dan Williams
Masttro
+1 917-755-0008
contact@masttro.com
