Press Releases

Canoe Shortlisted in Three Categories at Family Wealth Report Awards 2024

NEW YORK, February 28, 2024 – Canoe Intelligence (“Canoe”), the platform for smarter alts management, has been selected as a finalist in three categories at the Eleventh Annual Family Wealth Report Awards 2024 program.

As a firm, Canoe is up for the “Onboarding” and “Outsourcing/Business Process Outsourcing” categories. Michelle Wilson, VP and Head of Product, is also up for an individual award, “Women in Wealth Technology.”

Winners will be announced on May 2, 2024 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

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. The judging process is always conducted by expert panels and consists of judges from family offices, private banks, trusted advisers, consultants, and other service providers, each of whom has in-depth knowledge and broad experience.

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 winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year.

“This year we have seen a marked increase in entrants and interest in all our global awards programmes and the Family Wealth Report Awards are no exception. These awards give organisations 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 prestigious list of wealth management professionals who form the global elite of Family Wealth Report Winners.

This announcement follows the news of Canoe’s win at the WealthBriefing WealthTech Awards, announced on February 22, 2024. Canoe was named winner in the “Artificial Intelligence (AI) Application (US)” category for the second consecutive year.

Several Canoe product suite expansions launched towards the end of 2023, including Canoe Pro, a comprehensive solution that integrates expert services into the client experience, and plans to develop and deliver a new product, Canoe Asset Data through a design partnership with 13 existing clients, in early 2024. These product development programs 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.


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. The company discusses wealth management, institutional investment, and technology topics on its blog. Learn more at

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