Canoe Intelligence Named a Finalist in 4 Categories at Family Wealth Report Awards 2025
NEW YORK, February 27, 2025 – Canoe Intelligence (“Canoe”), the platform for smarter alts management, has been selected as a finalist in four categories at the Twelfth Annual Family Wealth Report Awards 2025 program.
Canoe was shortlisted in the categories of “Onboarding,” “Outsourcing/Business Process Outsourcing,” and “Product Innovation (B2B),” and Canoe’s Head of Product, Michelle Wilson, was personally nominated for the “Women in Wealth Technology (Individual)” award.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth, and trusted advisor communities in North America.
Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report 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 Family Wealth Report Awards are 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 Family Wealth Report winners.”
Winners will be announced on May 8, 2025, at an awards gala hosted at the Mandarin Oriental Hotel in Manhattan, New York.
This shortlist announcement follows other recent industry accolades for Canoe, including wins in the “Wealth management innovations” category at With Intelligence’s Private Asset Management Awards 2025 and in the “Best Data Management Solution – Back/Middle Office” and “Best Machine Learning Development” categories at With Intelligence’s Fund Operations and Services Awards 2025.
On July 9th, Canoe completed its Series C financing round of $36 million, led by Growth Equity at Goldman Sachs Alternatives. This marks a significant milestone for Canoe, representing a more than 3x increase in its company valuation. The additional capital will fuel Canoe’s strategic initiatives, global growth, and advancement of its AI-driven financial technology platform for alternative investors.
As of the end of 2024, Canoe proudly operated in eight countries and 31 US states to support clients across more than two dozen countries. Today, Canoe supports over 1,000 LPs, 44,000 funds, 750,000 commitments, and $8T+ in AUM/AUA across its global client base. On behalf of clients, Canoe processes 50M+ documents and extracts 300M+ data points annually.
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About Canoe Intelligence
Canoe Intelligence redefines alternative investment intelligence through AI-driven, cloud-based software that automates and streamlines alternative investment workflows. With over $8T in assets under automation and more than 400 clients, Canoe empowers institutions, LPs, and wealth managers to transform their alternatives data operations.
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.
MEDIA CONTACT:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
bdaitch@canoeintelligence.com
