Press & Announcements

Litman Gregory Wealth Management Selects Canoe Intelligence to Automate Alternative Investment Data Workflows

NEW YORK OCTOBER 6, 2021 Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative investors and allocators,

today announced a new client engagement with Litman Gregory Wealth Management, a nationally recognized wealth management boutique firm.

Headquartered in Walnut Creek, California, Litman Gregory Wealth Management offers personal wealth management and investment solutions – overseeing $2.3 billion in assets under management*. The firm is implementing Canoe technology to automate and scale its alternative data processes from document collection to data extraction and delivery into downstream systems.

“We are excited to partner with Canoe Intelligence as a back-office technology solution for manual and administrative workflows related to private alternative investments. Canoe will automate our time-consuming document management processes, increase efficiency and accuracy in our accounting and reporting services, and most importantly create capacity for Litman Gregory Wealth Management team members to concentrate their time serving our clients’ and advisors’ more complex and custom needs,” said Tisha Ehrenberger, VP – Client Service Operations at Litman Gregory Wealth Management.

“We’re proud to partner with forward-thinking, industry-leading firms like Litman Gregory Wealth Management to deliver the technology that will scale their business for the future,” said Tim Loughrey, VP of Client Success at Canoe Intelligence. “With Canoe technology, we aim to enable Litman Gregory Wealth Management to service its clients more effectively, meet its business growth goals, and support overall employee development and satisfaction.”

*As of August 31, 2021.

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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. Learn more: www.canoeintelligence.com

ABOUT LITMAN GREGORY WEALTH MANAGEMENT

Litman Gregory Wealth Management is a nationally recognized boutique wealth management firm based in the San Francisco Bay Area. Since its founding in 1987, the firm is committed to delivering exceptional, customized service that matches each client’s financial situation and goals with the firm’s full range of wealth management services. Litman Gregory Wealth Management provides comprehensive wealth management to individuals, multigenerational families, endowments, foundations, and retirement plans. Investment management is core to how we support clients in achieving and maintaining financial independence. We believe that intensive research and a disciplined process are critical to that investment success.

Litman Gregory Wealth Management recently joined iM Global Partner, a worldwide asset management network. The group is present in 16 locations across Europe and the United States and is comprised of 105 employees. iM Global Partner represents approximately $35 billion of assets under management as of August 2021.

Media Contact:
Alex Hamer
Forefront Communications for Canoe Intelligence
212-320-8981 x712