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Canoe Recognized for Business Process Outsourcing at Family Wealth Report Awards 2023

NEW YORK, May 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 winner in the ‘Outsourcing/Business Process Outsourcing’ category at the Tenth Annual Family Wealth Report Awards 2023 program. 

Several Canoe colleagues attended the awards gala ceremony, hosted on May 4th at the Mandarin Oriental Hotel in New York, to accept the award. 

In March, Family Wealth Report announced that Canoe had been selected as a finalist in three categories: ‘Onboarding,’ ‘Product Innovation (B2B),’ and ‘Outsourcing/Business Process Outsourcing,’ which the firm went on to win last night.

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 category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year. “We have seen a marked increase in entrants and interest in all our global awards programmes and Family Wealth Report is no exception. These awards are so beneficial as they give organizations 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 elite list of wealth management professionals who form a global group of Family Wealth Report Award winners.”

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 is the fifth award Canoe has won in recent weeks, following Canoe’s wins for “Most innovative use of AI in an enterprise data management initiative” at the 2023 A-Team Insight Innovation Awards in late March and “Best Artificial Intelligence (AI) Application (US)” at the WealthBriefing WealthTech Americas Awards 2023 in late February. Team members Vishal Saxena, Canoe’s CTO, and Michelle Wilson, Canoe’s Head of Product, were also presented with awards for “Chief Technology Officer” at the WealthBriefing European Awards 2023 and “Technology Innovator of the Year” at the WatersTechnology Women in Technology & Data Awards 2023 respectively.

In February 2023, 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 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 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. Over 200 companies like Blackstone, Carlyle, State Street, SEI, and Hamilton Lane leverage Canoe to refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. For more information, visit 

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.

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