Press & Announcements

Canoe Intelligence Selected by TAG Associates to Scale Its Alternative Investment Documents and Data Processes

NEW YORK, November 16, 2021 Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative investors and allocators, today announced a new client engagement with TAG Associates, an independent, privately-owned wealth management firm with over $8 billion in assets under management across all asset classes.

Founded in 1983, TAG Associates offers investment management and family office services to individuals, families, endowments, and foundations with substantial assets. TAG Associates is implementing Canoe’s technology to automate and scale its alternative investment document and data processes for its wide range of client investments across hedge funds, private equity, private debt, direct investments, co-investments, and real estate.

“We’re excited to partner with prominent wealth management firms like TAG Associates who are taking the steps needed to enhance their alternative document and data processes with automated technology,” said Mike Purcell, Director of Sales and Business Development at Canoe Intelligence.

“Since our founding, we’ve been leveraging unique alternative investments to drive additional value in our client portfolios. As our firm has grown, the operational aspects of managing these investments have increased and we sought an automated technology solution like Canoe to help us scale,” said David Basner, Chief Executive Officer at TAG Associates. “By implementing Canoe, we are able to empower our team with industry-leading tools to streamline existing alternatives documents and data workflows, meet future operational challenges with ease and confidence, and continue to maintain an exceptional level of service for our valued clients.”


About Canoe Intelligence
Canoe Intelligence redefines 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. Learn more:

About TAG Associates
TAG Associates was founded in 1983 to offer a more effective and personalized way to serve the family office and investment needs of wealthy individuals, families, endowments, and foundations. As one of the first multi-family offices, TAG Associates pioneered the integrated, objective fiduciary model. Since that time, the firm has established itself as a leader in the wealth management business, with more than $8.5 billion in assets under management serving over 110 high-net-worth families.

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