Canoe Intelligence (“Canoe”), a financial technology company focused on automating alternative investment operations for institutional investors, wealth managers, capital allocators and asset servicing firms, today announced it has won the “Onboarding” category in Family Wealth Report’s 2021 awards program. 

Showcasing best-of-breed providers in the global private banking, wealth management and trusted advisor communities since 2014, the Family Wealth Report awards recognize companies, teams and individuals that the prestigious panel of judges deemed to have demonstrated innovation and excellence throughout the year. 

The award win rounds out a successful quarter for Canoe, driven by new partnerships, new hires and a new office based in London. Canoe announced partnerships with DiMeo Schneider & Associates, Wetherby Asset Management, Legacy Knight and Holland Mountain this quarter, among others. Canoe also expanded its EMEA presence with its new London office and the hire of Toby Bailey as Vice President of Sales, EMEA.  

“Our team has worked incredibly hard this quarter to continue growing and bring on new business, and this award win exemplifies those efforts,” said Jason Eiswerth, CEO of Canoe Intelligence. “I am proud our onboarding offering was chosen among other premier technology providers serving institutional investors, capital allocators and asset servicing firms. As we look ahead to the remainder of 2021, we look forward to continuing to provide the high-quality service our clients deserve.” 

Canoe’s data management technology enables institutions, LPs and family offices to automate data extraction, document management and other operational processes in order to refocus capital and human resources on business performance and growth. The AI-driven Canoe platform was developed in 2013 for a billion-dollar, private investment firm and today is relied upon by hundreds of institutional investors, asset owners, administrators, advisors and family offices. 

This is the third time that Canoe has been recognized by the Family Wealth Report awards. Canoe was shortlisted in the Outsourcing / Business Process Outsourcing category this year. Last year, Canoe won the Family Wealth Report’s 2020 award for Most Innovative Client Solution.