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New Client Announcement Doyenne Wealth Advisors

Client Announcements

Doyenne Wealth Advisors Selects Canoe Intelligence to Power Its Alternative Investment Documents and Data Processes

NEW YORK, August 17, 2022 – Canoe Intelligence (“Canoe”), a financial technology company powering alternative investment intelligence, today announced…

New Client Announcement Plante Moran

Client Announcements

Plante Moran Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes

NEW YORK, August 9, 2022 – Canoe Intelligence (“Canoe”), a financial technology company powering alternative investment intelligence, today announced…

New Client Announcement Sweetwood Ventures

Client Announcements

Sweetwood Ventures Selects Canoe Intelligence to Power Its Alternative Investment Documents and Data Processes

NEW YORK, July 19, 2022 – Canoe Intelligence (“Canoe”), a financial technology company powering alternative investment intelligence, today announced…

New Client Announcement Waldron Private Wealth

Client Announcements

Waldron Private Wealth Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes

NEW YORK, July 7, 2022 – Canoe Intelligence (“Canoe”), a financial technology company powering alternative investment intelligence, today announced…

New Client Announcement GCM Grosvenor

Client Announcements

GCM Grosvenor and Canoe Intelligence Announce New Technology Partnership to Drive Organizational Scale

CHICAGO, Illinois & NEW YORK, New York, June 13, 2022 – Canoe Intelligence (“Canoe”), a financial technology company powering…

New Client Announcement Wealthspire Advisors

Client Announcements

Wealthspire Advisors Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes

NEW YORK, May 25, 2022 – Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative…