Press & Announcements

Canoe Named Finalist for Two 2021 Family Wealth Report Awards

Award-winning alternative investment technology provider named finalist in “Outsourcing/Business Process Outsourcing” and “Onboarding” categories

NEW YORK, January 14, 2021Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for institutional investors, wealth managers, capital allocators, and asset servicing firms, today announced it has been named a finalist in the “Outsourcing/Business Process Outsourcing” and “Onboarding” categories in Family Wealth Report’s 2021 awards program.

Showcasing best-of-breed providers in the global private banking, wealth management, and trusted advisor communities since 2014, the Family Wealth Report Awards recognize companies, teams, and individuals that the prestigious panel of judges deemed to have demonstrated innovation and excellence throughout the year.

“I am extremely proud of our teams’ hard work and commitment to delivering a category-defining product and world-class client experience,” said Jason Eiswerth, CEO of Canoe Intelligence. “We are honored to be named a finalist alongside other premier technology providers serving the wealth management sector, and look forward to raising the bar even higher this year.”

Canoe’s purpose-built technology enables institutions, LPs, and family offices to automate alternative investment document management, data extraction, and other operational processes 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. Today, Canoe’s technology and shared intelligence are relied upon by hundreds of institutional investors, asset owners, administrators, advisors, and family offices.

This is the third time that Canoe has been recognized by the Family Wealth Report Awards. Last year, Canoe won the Family Wealth Report’s 2020 award for Most Innovative Client Solution and in 2019, Canoe was shortlisted in the Outsourcing / Business Process Outsourcing category. This announcement rounds out a successful year for Canoe, which included multiple client engagements with institutional investors and wealth managers, among other accomplishments.


About Canoe Intelligence
Canoe Intelligence reimagines 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:

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