Press Releases

Canoe Named Finalist for Alternative Investment Platform and Document Management Awards at ‘The Wealthies’ 2023

NEW YORK, June 5, 2023Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms, has been named a finalist in two categories in the 2023 Industry Awards program.

Canoe made the list of honorees for the “Alternative Investment Platforms” and “Document Management” categories. The winners will be announced at a black-tie gala in New York City on September 7, 2023. 

Through “The Wealthies” awards program, honors the best companies, people, and organizations that support financial advisor success. Now in their ninth year, winners are chosen by an independent panel of judges from a pool of more than 400 total finalists. 

The Wealthies events build on the foundation laid at the annual Wealth Management EDGE conference, held in late May at The Diplomat Beach Resort in Hollywood, Florida, where Canoe also spoke on a panel about using alternative investment technology to drive operational excellence.

“The Industry Awards serve as a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations at, in a statement. “With record-setting participation this year, the awards program stands as a powerful testament to the value firms place in the Wealthies as a trusted third-party validation of their market leadership. Unlike other awards that simply rank assets under management from individual advisors and firms, the Wealthies are a leading indicator of forthcoming activity, and serve as a barometer of the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”

This news follows a number of industry award wins for Canoe this year, including ‘Outsourcing/Business Process Outsourcing’ at the Tenth Annual Family Wealth Report Awards 2023 program, “Most innovative use of AI in an enterprise data management initiative” at the 2023 A-Team Insight Innovation Awards, and “Best Artificial Intelligence (AI) Application (US)” at the WealthBriefing WealthTech Americas Awards 2023

Earlier this year, Canoe announced the completion of its Series B financing round led by F-Prime Capital. Canoe’s platform has become a crucial solution for the alternative investment industry. Its global client base grew by over 200% in 2021 and continued that pace through 2022. Canoe now supports over $5T in assets under advisement.


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

Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200