Press & Announcements

Ohana Advisors Selects Canoe Intelligence to Scale Alternative Investment Data Workflows

NEW YORK, November 5, 2020Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors and allocators, today announced a new client engagement with Ohana Advisors (“Ohana”).

Based in San Rafael, California, Ohana is a boutique and independent multi-family office specializing in helping ultra-high-net-worth families in all aspects of their lives. In partnering with Canoe, Ohana will automate their most manual workflows around document and data management and scale their technology processes for future growth.

“The unique needs of our clients are at the center of all investment strategies and business decisions made,” said John Schneider, Chief Operating Officer at Ohana Advisors. “Implementing Canoe’s groundbreaking technology at Ohana will empower our team to maintain these values and implement technology that allows us to preserve control over our client reporting data with scalable processes that support our growth.”

“Our aim is to help firms like Ohana Advisors reimagine their alternative investment data processes,” said Mike Muniz, Partner and Chief Revenue Officer at Canoe Intelligence. “We’re pleased to deliver technology that allows firms like Ohana to have the best of both worlds: true document and data automation and 100% control and process transparency.” 


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. Learn more: