Fintech Funding News

Canoe Intelligence Names Prime Buchholz as New Client

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations for institutional investors, allocators and asset servicing firms, announced a new client relationship with Prime Buchholz, an independent investment advisory firm with an operational history of more 30 years and deep expertise in alternative investments.

Canoe will automatically convert manager reports received by Prime Buchholz into reader-friendly datasets, streamlining a labor-intensive process and helping to import data into workflows and reporting analytics systems such as Investment Metrics.

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Headquartered in Portsmouth, NH, Prime Buchholz advises on $53 billion in assets vital to educational institutions, health care organizations, public and private foundations, cultural and faith-based organizations, retirement plan sponsors, and private wealth.

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“Our technology is system-agnostic, enabling organizations of all sizes and structures to benefit from more automated alternative investment reporting workflows, and turning their unstructured data into accessible and actionable intelligence,” said Seth Brotman, CEO of Canoe Intelligence.

This news follows Canoe’s recent announcement of its series A funding with participation from Nasdaq Ventures, Hamilton Lane and other industry leaders.

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