Press Releases

Canoe Named Finalist in 3 Categories at 10th Annual Family Wealth Report Awards 2023

NEW YORK, February 6, 2023 Canoe Intelligence (“Canoe”), today announced that it has been designated a finalist in three categories at The Tenth Annual Family Wealth Report Awards. Canoe is nominated for “Onboarding,” “Outsourcing/Business Process Outsourcing,” and “Product Innovation (B2B).”

Celebrating its tenth anniversary, the Family Wealth Report Awards recognize expert teams, individuals, products, and services for wealth management institutions of all sizes. The awards reward achievement and are designed to showcase best-in-class performance, innovation, sustainability, and robustness.

Canoe has been recognized at the Family Wealth Report Awards for the past three years consecutively. In 2022, the firm was awarded “Outsourcing/Business Process Outsourcing.” In 2021, the team secured the win for “Onboarding.” In 2020, Canoe was named “Most Innovative Client Solution.” The firm was also shortlisted in the 2019 awards program.

This news follows recent strategic partnership announcements with major industry players such as SimCorp and SEI.

Winners will be announced at a black-tie gala presentation dinner on May 4, 2023 at The Mandarin Oriental, Columbus Circle in NYC.


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. Learn more: