Who We Serve
From boutique firms to global powerhouses, Canoe is automating the alts ecosystem—helping clients scale operations, focus on strategy, and guide their portfolios with clarity.
Purpose-built technology, by alts experts for alts investors.
When you join the Canoe community, you’re not just adopting a new tool—you’re tapping into a network. The collective intelligence emerging from our diverse ecosystem of clients accelerates onboarding, sharpens data accuracy, and unveils insights exclusive to Canoe clients.
Wealth Managers
Client questions don’t wait—neither should you. Canoe puts real-time insights at your fingertips, empowering you to respond swiftly and proactively to even the most complex inquiries.
Institutional Investors
Stay ahead in a world of complex portfolios and shifting markets. Canoe automates data extraction and delivery with precision, empowering you to ensure data integrity and optimize investment performance at scale.
Family Offices
Maximize impact with minimal overhead. Canoe reduces operational burdens and expands capacity, delivering enterprise-level outcomes customized to your family’s unique goals and vision.
Capital Allocators
Every minute spent on manual data entry is a minute lost on strategy. Canoe automates the tedious and manages complex data flows, freeing you to focus on decisions that actually drive your mission.
Global Asset Servicers
Deliver world-class service with high-tech efficiency. Canoe’s automation streamlines reporting, compliance, and fund administration, empowering you to provide exceptional value to clients across the alts landscape.
Don’t just keep up—lead the way. Redefine your alts workflows with Canoe.
Frequently Asked Questions
Partnerships & Integrations: We have a system-agnostic approach which allows us to maintain a healthy partnerships and integrations ecosystem, which includes our robust API and Snowflake integration.
Onboarding & Implementation: Our simple, straightforward onboarding and implementation process requires limited resources for our clients thanks to our robust fund master, ultimately giving our clients a faster time-to-value.
Data security:Â We have over 350 clients that trust us with their sensitive information. With that responsibility, we have implemented 8 layers of protection to ensure the safety and privacy of that data, including access controls, authentication, compliance with security standards, and more.
For more information on our data security practices, please click here to learn more.