Download The Full Case Study > ABOUT ADVICEPERIOD Headquartered in Los Angeles, CA with 16 offices nationally and $4B in […]
2020 Year In Review With client and partner feedback and support, our team has made great progress in continuing to […]
Download The Full Case Study > ABOUT HAMILTON LANE Hamilton Lane is an alternative investment management firm providing innovative private […]
Recently, Canoe hosted a virtual event with The Exchange Network (TEN) featuring panelists from Pilot House, Plante Moran Financial Advisors, […]
On a regular basis, we talk with our team members about their experience working at Canoe, and their future goals […]
Last week, Canoe Intelligence clients from leading independent wealth management firms across the country participated in the company’s first Client […]
As a Full Stack Developer, Andy Feng is responsible for developing new product features to enhance the Canoe Intelligence platform. On […]
As Product Manager, Karlin Wong is responsible for leading product efforts from conception to launch. On a regular basis, we talk […]