Press Releases

Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win

Award-winning fintech adds to growing list of first quarter accomplishments including numerous new client wins, new hires, and a new London office

NEW YORK, May 6, 2021Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors, wealth managers, asset servicers, and capital allocators, today announced it has won the “Onboarding” category in Family Wealth Report’s 2021 awards program.

Showcasing best-of-breed providers in the global private banking, wealth management, and trusted advisor communities since 2014, the Family Wealth Report awards recognize companies, teams, and individuals that the prestigious panel of judges deemed to have demonstrated innovation and excellence throughout the year.

The award win rounds out a successful quarter for Canoe, driven by new partnerships, new hires, and a new office based in London. Canoe announced engagements with Fiducient Advisors (formerly known as DiMeo Schneider & Associates), Wetherby Asset Management, Legacy Knight, and Holland Mountain last quarter, among numerous others. Canoe also expanded its EMEA presence with a new London office and the hire of Toby Bailey as Vice President of Sales, EMEA. 

“Our team has worked incredibly hard to continue growing and bringing on new business, and this recognition exemplifies these efforts,” said Jason Eiswerth, CEO of Canoe Intelligence. “Firms are choosing Canoe to modernize and automate their operational workflows, which ultimately enables them to scale their businesses. As we look ahead to the remainder of 2021, we look forward to continuing to provide the unrivaled and elevated experience that our clients deserve.”

Canoe’s data management technology allows institutions, LPs, and family offices to automate data extraction, document management, and other operational processes in order to refocus capital and human resources on business performance and growth. The AI-driven Canoe platform was developed in 2013 for a billion-dollar, private investment firm and today is relied upon by hundreds of institutional investors, asset owners, administrators, advisors, and family offices.

This is the third time that Canoe has been recognized by Family Wealth Report. Last year, Canoe won Family Wealth Report’s 2020 award for Most Innovative Client Solution. Previously, Canoe was shortlisted in the Outsourcing / Business Process Outsourcing category in 2019 and 2021.


About Canoe Intelligence
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators. Learn more:

Alex Hamer
Forefront Communications for Canoe Intelligence
+1-212-320-8981 x712