Heritage Holdings leverages Canoe to automate and streamline alts processes
LONDON, March 2, 2026 — We’re excited to announce that Heritage Holdings has joined Canoe’s growing family of 500+ clients!
Built by families and entrepreneurs, Heritage is a Modern Investment Office designed to help the world’s leading families and entrepreneurs preserve and grow their legacy. Through access to top-tier alternative investments, rigorous portfolio construction, and integrated wealth planning, Heritage delivers a unified investment experience powered by technology. They steward significant capital across private markets, alternative assets, and liquid portfolios, thoughtfully curating portfolios that embody their deep industry insights.
The Canoe team is looking forward to working with Heritage to provide their clients with automated document collection and streamlined data extraction processes for their alternative investments.
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About Canoe Intelligence
Canoe Intelligence (“Canoe”) is the platform for smarter alts management. We redefine alternative investment intelligence with AI-driven software that directly addresses the core challenges of private markets. Our technology empowers institutions, LPs, and wealth managers to future-proof their alts infrastructure, modernizing systems and providing a scalable foundation for long-term growth and compliance. By automating manual data processing with AI-native precision, Canoe helps clients reduce operational costs and risks, significantly lowering overhead and mitigating errors. Ultimately, our timely, accurate, and comprehensive data enables investment teams to drive superior investment outcomes through deeper insights and more profitable allocation strategies. With Canoe, it’s all about making Alts, smarter. Learn more at www.canoeintelligence.com.
MEDIA CONTACT:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
bdaitch@canoeintelligence.com
