Press Releases

Canoe Intelligence Wins for Artificial Intelligence at WealthBriefing WealthTech Awards

NEW YORK, February 22, 2024 – Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms, has been selected as a winner in the ‘Artificial Intelligence (AI) Application (US)’ category at The WealthBriefing WealthTech Americas Awards 2024.

Winners and highly commended companies were announced on February 22, 2024. This year’s program was the third annual edition of these awards, and Canoe’s second consecutive year being named the winner of the Artificial Intelligence (AI) Application category. Canoe also won the “Business Infrastructure” award in the inaugural WealthBriefing WealthTech Americas Awards back in 2022.

The annual WealthBriefing WealthTech Americas Awards program recognizes the most innovative and exceptional firms, teams, and individuals in the wealth management industry. The awards have been designed to showcase outstanding organizations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’. Each category is subject to a rigorous process before the ultimate winner is selected by the judges.

The WealthBriefing WealthTech Americas Awards are part of a global programme run by WealthBriefing, and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres. 

Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, was first to extend his congratulations to all winners and highly commended companies. “Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year. 

“This year we have seen a marked increase in entrants and interest in all our global awards programmes and the WealthBriefing WealthTech Americas Awards 2024 is no exception. These awards give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. 

“I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of WealthBriefing winners.” 

This announcement follows the news of several Canoe product suite expansions towards the end of 2023, including Canoe Pro, a comprehensive solution that integrates expert services into the client experience, and plans to develop and deliver a new product, Canoe Asset Data through a design partnership with 13 existing clients, in early 2024. These product development programs build upon Canoe’s recent successes, including 100% year-over-year growth in 2023. Canoe continues to advance operational excellence through the expansion of its platform and product suite, exemplifying its commitment to innovation and industry-leading product development in the alternative investment industry.


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. The company discusses wealth management, institutional investment, and technology topics on its blog. Learn more at

About ClearView Financial Media Ltd (“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
Canoe Intelligence
+1 443-690-6200