Press Releases

Canoe Named Finalist for Three 2021 Industry Awards

Award-winning fintech named finalist in three technology provider categories

NEW YORK, June 9, 2021 Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining alternative investment data processes for institutional investors, wealth managers, capital allocators, and asset servicing firms, today announced it has been named a finalist in three categories in’s 2021 industry awards program (“the Wealthies”): “Artificial Intelligence”, “Business Support Systems | Workflow Automation” and “Document Management”.

Now in its 7th consecutive year, the Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. More than 350 companies submitted over 900 nominations in 2021.

Combining our deep understanding of the industry with the most cutting-edge artificial intelligence and machine learning technology, our team continues to transform our clients’ alternative investment workflows; most recently in easing document retrieval from investor portals as well as further broadening our established connectivity to key downstream systems,” said Seth Brotman, President and COO of Canoe Intelligence. “We are honored to be recognized as a finalist in three award categories- a true testament to our first-of-its-kind technology and approach.

Canoe’s data management technology enables institutions, advisors, and family offices to automate data extraction, document management, and other alternative investment operational processes in order to refocus capital and human resources on business performance and growth. The AI-driven Canoe platform was developed in 2013 for a billion-dollar, private investment firm.

This news follows Canoe’s recent recognition for winning The Financial Services Forum’s Most Innovative Workplace Transformation award for the third year in a row. This announcement adds to Canoe’s successful 2021 year, which has included multiple client engagements.


About Canoe Intelligence
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators. Learn more:

Alex Hamer
Forefront Communications for Canoe Intelligence
+1-212-320-8981 x712