Canoe Shortlisted for Alternative Investment Platforms and Workflow Automation at ‘The Wealthies’ 2024
NEW YORK, June 5, 2024 – Canoe Intelligence (“Canoe”), the platform for smarter alts management, has been named a finalist in two categories in the WealthManagement.com 2024 Industry Awards program.
Canoe made the list of honorees for the “Alternative Investment Platforms” and “Business Support Systems | Workflow Automation” categories. The winners will be announced at a black-tie gala at Ziegfeld Ballroom in New York City on September 5, 2024.
Through “The Wealthies” awards program, WealthManagement.com celebrates outstanding achievement in support of financial advisor success. Now in its tenth year, the “Wealthies” is the only awards program of its kind to celebrate the companies, individuals and organizations who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
A record-breaking number of nominations was submitted for the 10th Annual Industry Awards—over 1,000 entries were received from more than 400 companies. Two-hundred-eighty-seven organizations were selected as finalists in one or more of the firm or individual categories in this year’s awards program.
“Now in its tenth year, this awards program has grown larger and more comprehensive and truly reflects the trends and currents moving the industry forward and empowering financial advisors,” said David Armstrong, executive director of content and user engagement for Informa Connect’s Wealth Management Group. “But the mission statement remains the same. We want to put a spotlight on the best work being done across the wealth management ecosystem to help financial advisors build better businesses and ultimately create better outcomes for their clients. The judges are not looking at the merits of the companies themselves, rather they are evaluating the most recent work these companies have done, work that advisors use to secure and enhance the financial future for millions of end clients, and empowers them to live the lives they want.”
This news follows a number of industry award wins for Canoe this year, including “Onboarding” at the Eleventh Annual Family Wealth Report Awards 2024 program, “Most innovative use of AI in an enterprise data management initiative” at the 2024 A-Team Insight Innovation Awards, and “Change Management Process/Best Implementation of a Technology Solution” at the WealthBriefing European Awards 2024.
At the end of Q1, 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. Toward the end of 2023, Canoe released a number of new product offerings, including Canoe Pro, a comprehensive solution that integrates expert services into the client experience. These product developments build upon Canoe’s recent successes, including 100% year-over-year growth in 2023. 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.
MEDIA CONTACT:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
bdaitch@jason