Press & Announcements

Canoe Intelligence Wins Business Infrastructure Award at The WealthBriefing WealthTech Americas Awards 2022

NEW YORK, March 22, 2022Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative investors and allocators, today announced the honor of winning the Business Infrastructure award in the US categories at the WealthTech Americas Awards 2022.

Showcasing ‘best of breed’ in the Americas, the awards have been designed to recognize outstanding organizations grouped by specialization and geography which the prestigious panel of an independent advisory board deemed to have ‘demonstrated innovation and excellence during the last year’. 

Judges noted that Canoe is a critical infrastructure tool for wealth firms that are processing alternative investment PDF files manually. With Canoe, clients automate the manual workflows related to alternative investment documents and data, improving their ability to collect documents from multiple sources, achieve data accuracy and team efficiency, and ultimately service clients even more effectively.

Commenting on the firm’s achievement, Mike Muniz, Partner and Chief Revenue Officer at Canoe Intelligence stated: “We are so honored to be named the winner in the Business Infrastructure category of the 2022 WealthTech Awards. Our primary objective is to help alternative investors to work more efficiently and this recognition is a testament to the modern operational infrastructure we’re ushering in across the industry. We’re proud of the team we’ve assembled, humbled by the clients who have chosen us as their partner, and we look forward to continuing to power alternative investment intelligence this year and beyond.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organizations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission.

“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in Americas’ wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in Americas’ wealth management.” 

This news follows Canoe’s recent accomplishments including the completion of its record 2021 yearSeries A extension funding by Blackstone and Carlyle, and numerous client engagements with institutional investors and large family offices.


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 ClearView Financial Media (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high-quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.

Betsy Miller Daitch