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Canoe Intelligence

Automates data management for alternative investments

Overview

Canoe Intelligence provides a SaaS platform that automates data management for the alternative investments sector. It focuses on extracting, reconciling, and analyzing data from investment documents and statements to support institutional investors, asset servicers, capital allocators, and wealth managers who handle complex assets like private equity and hedge funds. The platform reduces the time and effort needed for manual data tasks, enabling clients to spend more time on strategy and decision-making. The service is delivered on a subscription basis, with pricing likely tied to service levels and client size. Canoe differentiates itself through automation and accuracy in handling diverse, non-traditional assets, aiming to improve efficiency and data quality across the investment process.

Significant Headcount Growth

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About Canoe Intelligence

Simplify's Rating
Why Canoe Intelligence is rated
A-
Rated A on Competitive Edge
Rated A on Growth Potential
Rated B on Differentiation

Industries

Data & AnalyticsEnterprise SoftwareFintechFinancial Services

Company Size

201-500

Company Stage

Acquired

Total Funding

$61M

Headquarters

New York City, New York

Founded

2017

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What believers are saying

  • Schwab integration went live in July 2026 for 65+ firms, reducing manual retrieval.
  • October 2026 Landytech partnership expands Canoe into family offices and trust companies.
  • Bloomberg completion on October 1, 2026 should accelerate product reach and sales coverage.

What critics are saying

  • Bloomberg owns Canoe now, so standalone hiring upside and equity upside disappeared.
  • Preqin, BlackRock, and Morningstar now attack private-market data with bigger distribution.
  • If Bloomberg shifts priority to native products, Canoe becomes a feature, not a company.

What makes Canoe Intelligence unique

  • Bloomberg completed Canoe acquisition on October 1, 2026, embedding it into PORT Enterprise.
  • Canoe processes 1.6 million documents monthly across 525+ clients and $11T+ assets.
  • Direct Schwab and Landytech integrations automate private-market data delivery into downstream workflows.

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Funding

Total Funding

$61M

Below

Industry Average

Funded Over

3 Rounds

Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison Coming Soon

Growth & Insights and Company News

6 month growth

0%

1 year growth

5%

2 year growth

5%
Institutional Real Estate, Inc.
Oct 29th, 2026
Envestnet | Tamarac and Canoe Intelligence automate alternative investment document delivery for shared wealth management clients.

Envestnet | Tamarac and Canoe Intelligence automate alternative investment document delivery for shared wealth management clients. by Released Envestnet, an Adaptive WealthTech company, has announced a new document integration between Tamarac, the portfolio reporting, trading, rebalancing and customer relationship management platform for registered investment advisers, and Canoe Intelligence, a Bloomberg company and the intelligence infrastructure for alternative investments. The integration automates delivery of alternative investment tax documents, including K-1s and K-2s, directly into Tamarac's Advisor Portal, where advisers can push them to their clients' portals with a single step. Alternative investments now sit alongside public holdings in nearly every wealth portfolio, but the paperwork behind them has not kept pace. K-1s and other fund documents typically arrive scattered across fund sponsor portals, emails and mail, forcing advisers to track them down, download them, and upload them manually before clients ever see them. Canoe already serves as the collection point for those documents. This integratio

Canoe Intelligence
Oct 22nd, 2026
Canoe wins best Innovation in Alternative Investments & Private Markets at the 2026 Datos Insights Wealth Management Impact Awards.

Canoe wins best Innovation in Alternative Investments & Private Markets at the 2026 Datos Insights Wealth Management Impact Awards. October 22, 2026 NEW YORK, October 22, 2026 - Canoe Intelligence ("Canoe"), the platform for smarter alts management, won for "Best Innovation in Alternative Investments & Private Markets" at the 2026 Datos Insights Wealth Management Impact Awards. Winners were announced yesterday, on October 21st, 2026, in New York City. The awards program recognizes solutions that improve advisor productivity and client engagement and outcomes across a shifting industry landscape. The win recognizes Canoe's certified integration with Bloomberg PORT Enterprise, launched in April 2026. The integration delivers private fund data, including cash flows, portfolio positions, and holdings, directly into Bloomberg's portfolio and risk analytics environment, using FIGI as a consistent fund identifier. Institutional investors can now analyze private and public investments together in the platform they already use every day, without manual reconciliation between systems. This news follows a number of recent wins for Canoe, including "Service Provider of the Year" in Outsourced Investment Solutions (Asset Management Operations) at the Asset Management STAR Awards 2026, "AI Innovation of the Year" at the Euromoney Markets Awards 2026, "Best AI/ML Solution for Data Extraction & Analytics" at the A-Team Market & Alt Data Insight Awards USA 2026, "Best Operational Analytics Solution" at the FTF News Technology Innovation Awards, "Data Provider" at the Family Wealth Report Awards 2026, and "Most Innovative Use of Generative AI" at A-Team Insight's Innovation Awards 2026. In October 2026, Canoe became a part of Bloomberg, combining its private markets data expertise with Bloomberg's technology, data management capabilities, and global scale. Together, Canoe Intelligence is building a connected experience across public and private markets, and investing in the platform, people, and dedicated client service that got Canoe Intelligence here. Canoe proudly operates in eight countries and 30 US states to serve 525+ institutional clients representing over $11T in AUM/AUA. Supporting over 18,000 LPs across 44,000+ funds, Canoe redefines how firms interact with their data. Canoe Intelligence process 1.5M+ documents per month, with each new document making its AI models stronger and improving outcomes for all clients. About Canoe Intelligence Canoe Intelligence ("Canoe"), a Bloomberg company, is the intelligence infrastructure powering how the world invests in alts. Its AI-native platform automates the manual data processing, cutting operational costs and risk while future-proofing alts infrastructure for long-term growth. Timely, accurate, and comprehensive data arms investment teams to act with the decisiveness of public markets. With Canoe, it's all about making Alts, smarter. Learn more at www.canoeintelligence.com MEDIA CONTACT: Betsy Miller Daitch Canoe Intelligence +1 443-690-6200 [email protected] The status quo isn't scalable. Redefine your alts workflows with Canoe.

Asset Servicing Times
Oct 21st, 2026
Canoe and Landytech partner to automate data delivery.

Canoe and Landytech partner to automate data delivery. 21 October 2026 UK Reporter: Madison Hendrickson Canoe Intelligence, an intelligence infrastructure firm, and Landytech, an AI-powered investment management platform, announce a data partnership focused on automating alternative investment data delivery for family offices. The partnership brings Canoe's automated document collection and data extraction capabilities directly to Sesame, Landytech's reporting and system-of-record platform for family offices, trust companies, private banks, and asset managers, eliminating the need for manual data entry. Private markets data is one of the most persistent operational drags on family offices, say the firms, and manual processes introduce delay, cost, and room for error where family offices can least afford it. With the partnership, the firms explain mutual clients will gain automated data delivery, more reliable reporting, and a more complete portfolio view. Benjamin Mouté, founder and CEO of Landytech, comments: "Private market data is too often fragmented across general partner portals, leaving family offices to manage manual processes and incomplete information. "Together with Canoe, we are delivering end-to-end automation for bringing more of that data into Sesame, where it can power consolidated reporting, automated journal entries, and AI-driven analysis." Mike Muniz, partner and chief strategy officer of Canoe Intelligence, adds: "This partnership means that its shared clients get accurate, automated alts data flowing straight into Sesame, without adding another manual step to their day. Next data services article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times

Canoe Intelligence
Oct 20th, 2026
Canoe wins service Provider of the Year at Asset Management STAR Awards 2026.

Canoe wins service Provider of the Year at Asset Management STAR Awards 2026. October 20, 2026 NEW YORK, October 20, 2026 - Canoe Intelligence ("Canoe"), a Bloomberg company, has been named the "Service Provider of the Year" in Outsourced Investment Solutions (Asset Management Operations) at the Asset Management STAR Awards 2026. Winners were announced yesterday, on October 19th, 2026, in Boston. Developed in partnership with the Investment Management Education Alliance (IMEA), and powered by the deep industry expertise of FT Live, Ignites and FundFire, the awards program builds on IMEA's long-standing STAR Awards legacy while introducing an expanded framework and new categories for a dynamic asset management landscape. The awards recognize outstanding achievement across thought leadership and content, marketing and product innovation, institutional and investor engagement, sales execution, firm-wide leadership, partnerships, and community impact. The categories highlight both strategic intent and real-world outcomes, celebrating initiatives that demonstrate insight, execution, and measurable impact. This news follows a number of recent wins for Canoe, including "AI Innovation of the Year" at the Euromoney Markets Awards 2026, "Best AI/ML Solution for Data Extraction & Analytics" at the A-Team Market & Alt Data Insight Awards USA 2026, "Best Operational Analytics Solution at the FTF News Technology Innovation Awards, "Data Provider" at the Family Wealth Report Awards 2026, "Most Innovative Use of Generative AI" at A-Team Insight's Innovation Awards 2026, and "Best Supplier for Alternative Investment Technology" at FT's PWM Wealth Tech Awards 2026. In October 2026, Canoe became a part of Bloomberg, combining its private markets data expertise with Bloomberg's technology, data management capabilities, and global scale. Together, Canoe Intelligence is building a connected experience across public and private markets, and investing in the platform, people, and dedicated client service that got Canoe Intelligence here. Canoe proudly operates in eight countries and 30 US states to serve 525+ institutional clients representing over $11T in AUM/AUA. Supporting over 18,000 LPs across 44,000+ funds, Canoe redefines how firms interact with their data. Canoe Intelligence process 1.5M+ documents per month, with each new document making its AI models stronger and improving outcomes for all clients. About Canoe Intelligence Canoe Intelligence ("Canoe"), a Bloomberg company, is the intelligence infrastructure powering how the world invests in alts. Its AI-native platform automates the manual data processing, cutting operational costs and risk while future-proofing alts infrastructure for long-term growth. Timely, accurate, and comprehensive data arms investment teams to act with the decisiveness of public markets. With Canoe, it's all about making Alts, smarter. Learn more at www.canoeintelligence.com MEDIA CONTACT: Betsy Miller Daitch Canoe Intelligence +1 443-690-6200 [email protected] The status quo isn't scalable. Redefine your alts workflows with Canoe.

Asymmetrix Intelligence
Aug 6th, 2026
Bloomberg to acquire Canoe Intelligence for 20x revenue

After losing Preqin, Bloomberg buys the network it couldn’t build – and moves to put public and private markets in a single portfolio view

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