Press & Announcements

Wetherby Asset Management Selects Canoe Intelligence to Automate Alternative Investment Data Workflows

NEW YORK, January 7, 2021 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 Wetherby Asset Management (“Wetherby”). Based in San Francisco, Wetherby is a recognized leader in investment management and wealth planning focused on providing exceptional service to clients. Wetherby is implementing Canoe technology to automate and scale its alternative data processes from document collection to data extraction and delivery into downstream systems.

“Delivering exceptional service to our clients drives every decision we make at Wetherby. It’s this core belief that propelled us to implement Canoe technology at our firm,” said Trevor Hicks, Chief Technology Officer at Wetherby Asset Management. “With Canoe, we are able to continue growing our investment program and scale our operational processing without relinquishing control over our client data or sacrificing our ability to put our clients first.”

“Helping industry leaders like Wetherby bring scale to their alternative data processes while maintaining their core values is mission-critical to us,” said Jason Eiswerth, Chief Executive Officer at Canoe Intelligence. “We’re extraordinarily pleased to be working with Wetherby to ensure they are able to meet their client service and operational goals now and into the future.”


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: