Press & Announcements

Johnson Financial Group Selects Canoe Intelligence to Scale Alternative Investment Data Workflows

NEW YORK DECEMBER 8, 2020 Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors and allocators, today announced a new client engagement with Johnson Financial Group (“JFG”). Built with the ideals of its founding family’s private investment office, Johnson Financial Group has become a leading independent wealth manager by bringing forward a transparent, objective approach focused on better client outcomes. In working with Canoe, JFG will automate their most manual workflows around document and data management, streamline data delivery to the Envestnet | Tamarac platform, and scale their technology processes for future growth.

“We partner with our clients to provide simplicity and peace of mind in helping them achieve their financial goals,” said Brandon Johnson, CEO at Johnson Financial Group. “Employing Canoe’s alternative data technology at our firm substantially improves our ability to remain focused on our mission and scale our investment program for the long-term.”

“Delivering technology that helps firms like Johnson Financial Group reduce operational complexities and allow them to do what they do best is so rewarding,” said Mike Muniz, Partner and Chief Revenue Officer at Canoe Intelligence. “We’re fortunate to work with JFG and support their ongoing growth and performance.”

About Canoe Intelligence

Canoe Intelligence reimagines 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.

About Johnson Financial Group

JFG is a Multi Family Office and Wealth Management firm that started as a Single Family Office for its founding family. With over 40 years of experience in family office services, JFG understands the responsibilities, complexities and opportunities that come with success. JFG’s clients are in a unique position to leverage the collective wisdom, networks and experiences of all of the families that have joined forces with the firm.