Industry standard

Canoe Announces Four Senior Executive Hires and Gains Ground as the Industry Standard Solution for Alternative Document and Data Management

Canoe Intelligence

NEW YORK, March 17, 2022 (GLOBE NEWSWIRE) — Canoe Intelligence (“Canoe”)a fintech company that is redefining data management processes for alternative investors and allocators, today announced four senior hires to the company’s technology, product and sales teams.

Next to a record 2021 yearCanoe is accelerating its commitment to redefining alternative data management for the investment industry by deepening its expertise with the addition of four seasoned professionals:

  • Matt Wilkinson, Vice President of Engineering
    A financial services, multimedia software, and product development expert with more than 20 years of experience leading teams and implementing breakthrough solutions at Comscore and S&P Global. Matt Wilkinson is responsible for evolving Canoe’s technology infrastructure and optimizing developer productivity, software processes and tools.

  • Michelle Wilson, VP of Product
    An innovative, investment-focused product manager with over a decade of experience designing and delivering large-scale technology solutions at BlackRock, Blackstone and S&P Global. Michelle Wilson is responsible for developing product strategy and driving the execution of key initiatives to achieve Canoe’s product vision.

  • Josh Whitcraft, Vice President of Business Strategy and Operations
    An elite fintech entrepreneur and go-to-market strategist with over a decade of experience in wealth management and enterprise software strategy at Vista Consulting Group, Addepar and Goldman Sachs. Josh Whitcraft is responsible for ensuring Canoe is well positioned to reach, partner with and empower the customers most likely to succeed with Canoe’s technology solution.

  • Aaron Simon, Senior Director of Key Accounts
    A highly skilled client services leader with 20 years of experience managing and maintaining excellent client relationships with institutional asset managers and asset owners within JP Morgan’s Investment Bank, Jacobi and American Home Mortgage. Aaron Simon is responsible for ensuring that all aspects of Canoe’s end-to-end enterprise solution are aligned with customer objectives, and that Canoe’s most important and strategic customers are implemented and successfully retained.

Commenting on the growth of the Canoe team, CEO Jason Eiswerth said, “We are delighted to have Matt, Michelle, Josh and Aaron joining the company at this critical time in our company’s growth. In 2021, we tripled our customer base and ARR, significantly evolved our technology, and added substantial rigor to our product development processes. Matt is evolving our product infrastructure. Michelle shapes and executes our product strategy. Josh ensures that our solution meets and exceeds customer expectations. Additionally, Aaron works with our key customers to support their success with Canoe. With the addition of these four innovative leaders, my confidence in our collective ability to bring about meaningful change to the industry and impact on customers is at an all time high.

Since its commercial launch in 2018, Canoe has grown to serve over 150 alternative investment clients with automated alternative investment document and data management technology. These more than 150 innovative global clients have evolved their complex alternative data processes, automated their unruly document collection practices and trust Canoe as a partner to propel the future of the alternative investment industry.

This news follows Canoe’s recent achievements, including the completion of its file 2021 year, Series A Expansion Funding by Blackstone and Carlyleand many customer engagement with institutional investors and large family offices.

Canoe Intelligence is redefining alternative investment data processes for hundreds of leading institutional investors, capital allocations, 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 associated with managing, extracting and delivering alternative investment documents and data. With Canoe, customers can refocus their capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-powered platform was developed in 2013 for Portage Partners LLC, a private investment firm. Learn more:

Media Contact:
Betsy Miller Daitch