Pin Oak taps Canoe to modernize its alts investment data processes

May 21, 2025

NEW YORK, May 21, 2025 – We are thrilled to welcome Pin Oak Investment Advisors to Canoe’s growing family of clients!

Pin Oak Investment Advisors is a family-oriented investment firm with the resources and expertise to curate nontraditional wealth solutions, striving to be the most useful and valuable partner for each family by understanding their unique circumstances and actively navigating private equity and credit markets to find the best risk-adjusted investments.

We look forward to partnering with Pin Oak to automate their alternative investment data processes and modernize their operations, allowing them to further focus on delivering personalized and insightful solutions to their clients.

 

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About Canoe Intelligence
Canoe Intelligence redefines alternative investment intelligence through AI-driven, cloud-based software that automates and streamlines alternative investment workflows. With over $8T in assets under automation and more than 400 clients, Canoe empowers institutions, LPs, and wealth managers to transform their alternatives data operations. Learn more: www.canoeintelligence.com

 

MEDIA CONTACT:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
bdaitch@canoeintelligence.com

Canoe for Wealth Managers Brochure

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