Canoe Recognized for Technology Onboarding at the Eleventh Annual Family Wealth Report Awards
NEW YORK, May 3, 2024 – Canoe Intelligence (“Canoe”), the platform for smarter alts management, has been selected as the winner in the “Onboarding” category at the Eleventh Annual Family Wealth Report Awards 2024 program.
Per Family Wealth Report, the winner in this category has given their clients the ability to grow efficiently and scale effectively. Their onboarding technology has a competitive advantage of helping onboard clients faster and more accurately. Canoe was also shortlisted for the “Outsourcing/Business Process Outsourcing” category, and Michelle Wilson, VP and Head of Product, was nominated for an individual award, “Women in Wealth Technology.”
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.
2024 marks the fourth consecutive year of Canoe’s success in the Family Wealth Report Awards program. In 2023, Canoe was selected as a finalist in three categories: ‘Onboarding,’ ‘Product Innovation (B2B),’ and ‘Outsourcing/Business Process Outsourcing,’ ultimately succeeding in the third category, which the firm also won in the year prior. Canoe was also named the 2021 winner in the same “Onboarding” category and the 2020 winner in the “Innovative Client Solution” category.
On behalf of Canoe, Wilson, alongside Madison Pitel, Account Executive for Single Family Offices, attended the awards gala on May 2, 2024, at the Mandarin Oriental Hotel in New York City.
Commenting on the firm’s success, Wilson said: “We’re honored that Canoe has again been recognized as a leading wealth management industry participant servicing the North American family office and family wealth industry. Over 300 alternative investors have successfully implemented Canoe, thanks to our comprehensive, change management-based approach to onboarding.”
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 a rigorous and independent judging process and should 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.
He continued, “These awards are so beneficial as they give organizations and individuals the opportunity to clarify their strategic thinking, have it be independently validated, be recognised 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 elite of Family Wealth Report Award winners.”
This award news closely follows Canoe’s win at the A-Team Innovation Awards for “Most Innovative Use of AI” on April 30th. In March 2024, Canoe announced the commercial launch of Canoe Asset Data, an innovative solution to the industry-wide challenge of accessing and using complete, timely, and accurate asset-level data. Canoe continues to advance operational excellence through the expansion of its platform and product suite, exemplifying its commitment to innovation and industry-leading product development in the alternative investment industry.
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About Canoe Intelligence
Canoe Intelligence (“Canoe”) is a financial technology company dedicated to advancing alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms. Canoe empowers clients with technology, data, and insights to manage alternative assets more efficiently, accurately, and confidently. With a commitment to innovation and excellence, Canoe is redefining the future of alternative investment data management.
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.
MEDIA CONTACT:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
bdaitch@canoeintelligence.com