About Canoe Intelligence
Canoe Intelligence is a Technology company based in New York (United States) founded in 2013, and was acquired by Bloomberg in July 2026. Canoe Intelligence is focused on automating alternative investment data management. It operates on a SaaS (Software-as-a-Service), AI-as-a-Service, and FinTech model. Canoe Intelligence has raised $72.82 million across 4 funding rounds from investors including Goldman Sachs, Bloomberg and Nasdaq. Its chief executive, as recorded, is Jason Eiswerth. Its website canoeintelligence.com draws about 30 thousand monthly visits. Canoe Intelligence offers products and services including Canoe Intelligence, Canoe Connect, Canoe Asset Data, Canoe Tax, and Canoe Pro. Its focus areas include Financial Technology and Alternative Investment Solutions. Its competitors include Box, Informatica and M-Files; 2 of its 3 listed competitors have raised funding.
Company details
Canoe Intelligence is engaged in providing automation solutions for alternative investments. The company operates within the financial technology sector, targeting wealth managers, institutional investors, family offices, and global asset servicers. Solutions such as Canoe Connect, Canoe Asset Data, and Canoe Tax are offered to streamline document retrieval, data analysis, and tax management. Emphasis is placed on operational efficiency, data accuracy, and workflow optimization through AI-driven tools. Canoe Labs is introduced as an innovation center for emerging AI capabilities. Services are designed to enhance decision-making and reduce manual workload in the alternative investment ecosystem.
- Headquarters New York, United States
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website canoeintelligence.com
- Social LinkedIn X Facebook
- Acquired by Bloomberg (Jul 2026)
- Total Equity Funding$72.82M (USD)
in 4 rounds
- Latest Funding Round$36M (USD), Series C
Jul 2024
- InvestorsGoldman Sachs
& 7 more
- Acquired byBloomberg
(Jul 2026)
Products & Services of Canoe Intelligence
Canoe Intelligence offers a comprehensive portfolio of products and services, including Canoe Intelligence, Canoe Connect, Canoe Asset Data, Canoe Tax, and Canoe Pro.
Automated data solutions are provided for alternative investments.
Document retrieval time is reduced by efficient automation.
Asset data insights are extracted for investment decisions.
Tax document management is streamlined for investment firms.
Complex workflows are simplified with intuitive dashboard tools.
Funding Insights of Canoe Intelligence
Canoe Intelligence has successfully raised a total of $72.82M across 4 strategic funding rounds. The most recent funding activity was a Series C round of $36 million completed in July 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $72.82M
- Total Rounds 4
- Last Round Series C — $36M
- First Round $11.82M
(Jan 2020)
- Investors Count 7
All 4 funding rounds of Canoe Intelligence with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2024 | $36M | Series C | – | Goldman Sachs | |
| Feb 2023 | $25M | Series B | – | F-Prime Capital | |
| Sep 2021 | Series A | – | Blackstone, The Carlyle Group | ||
| Jan 2020 | $11.82M | Series A | – | Nasdaq |
8 investors in total: 8 institutional.
Investors in Canoe Intelligence
Canoe Intelligence has secured backing from 8 investors, including venture fund and institutional investors. Prominent investors backing the company include Goldman Sachs, Bloomberg and Nasdaq.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | goldmansachs.com | New York, United States | |
Investments in life sciences, technology, healthtech, and crypto sectors from global locations. | fprimecapital.com | |||
Venture capital investment and global platform support for startups. | 2008 | eightroads.com | London, United Kingdom | |
Diversified investment management is provided across multiple asset classes. | 1985 | blackstone.com | New York, United States | |
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com | ||
Diversified secondary market investments are managed by the firm. | 1991 | hamiltonlane.com | Conshohocken, United States | |
Stock trading, clearing, and securities listing services are operated globally. | 1971 | nasdaq.com | New York, United States | |
Provider of financial data to enterprises | 1981 | bloomberg.com | New York, United States |
Investor details for Canoe Intelligence
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of Canoe Intelligence
68 people are tracked at Canoe Intelligence (25 in leadership, 43 in team).
| Name | Role | Group |
|---|---|---|
Jason Eiswerth | CEO | Leadership |
Jason Williams | Sr. Director Of Engineering | Leadership |
Mike Muniz | Chief Revenue Officer | Leadership |
Tim Loughrey | Head, Client Success | Leadership |
Matt Wilkinson | VP, Engineering | Leadership |
Peter Clancey | Director, Family Office Sales | Leadership |
Shane Arney | Senior Director Of Engineering, Data And Services | Leadership |
Gabriella Falciano | Head Of EMEA Marketing | Leadership |
Josh Whitcraft | VP, Commercial Strategy & Operations | Leadership |
Brian Pedersen | Director Of Support | Leadership |
Michael Purcell | Director, Sales and Business Development | Leadership |
Maggie Smith | Strategic Account Director | Leadership |
CT McLean | Director, Institutional Sales | Leadership |
Betsy Miller Daitch | Vice President of Marketing | Leadership |
Noel Calhoun | CTO | Leadership |
Toby Bailey | VP, Sales, EMEA | Leadership |
Brian Sadler | VP Of Engineering & Architecture | Leadership |
Andrew Nelson | Director of Data Architecture | Leadership |
Soyer Cole | Director Of Implementation Management | Leadership |
Hamish Warnock | Head Of Relationship Management, EMEA | Leadership |
48 more people are available in the full profile.
Complete people profiles for Canoe Intelligence
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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- Professional contacts
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Timeline of Canoe Intelligence
4 dated milestones of Canoe Intelligence across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Canoe Intelligence is founded.
- Funding First funding round of $11.8M.
- Funding Latest funding round, Series C, of $36.0M.
- Exit Acquired by Bloomberg.
Competitors of Canoe Intelligence
Canoe Intelligence has 3 listed competitors in our database, 2 of them funded. They include Box, Informatica and M-Files.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| box.com | 2005 | Redwood, United States | $692.63M | AI-based platform for secure collaboration and content management is utilized. | ||
| informatica.com | 1993 | Redwood, United States | 1,796 | Cloud based enterprise data preparation and management platform | ||
| m-files.com | 1989 | Plano, United States | $125.52M | 118 | Documents are managed and automated for enterprise knowledge work. |
Detailed competitors of Canoe Intelligence
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Canoe Intelligence
The website of Canoe Intelligence (canoeintelligence.com) receives about 29.8K visits a month.
- Monthly visits29.8K
▲ 27.8% vs previous month
Websites whose visitors overlap most with Canoe Intelligence. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| alkymi.io | 100% | 6.1K | #3,392,789 | View details | |
jobs.ashbyhq.com | jobs.ashbyhq.com | 98% | #4,138 | – | |
jobs.lever.co | jobs.lever.co | 65% | #4,880 | – | |
| jobright.ai | 52% | 4M | #19,106 | View details | |
| builtin.com | 52% | 2.6M | #23,630 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for Canoe Intelligence
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 8 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Enterprise Workflow & Process Management
3 companies that operate in the same segment as Canoe Intelligence (Enterprise Workflow & Process Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
AI-based platform for secure collaboration and content management is utilized. | 2005 | Redwood City, California, United States | USD 692.63 M | USD 1.18 B | 4,447 | |
Cloud-based business process management suite solutions are delivered. | 2010 | San Mateo, California, United States | USD 400.05 M | USD 838.81 M | 4,500 | |
Cloud-based low-code platform enables application development and automation. | 1999 | Reston, Virginia, United States | USD 47.5 M | USD 726.94 M | 2,029 |
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Related news about Canoe Intelligence
Complete news archive for Canoe Intelligence
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Frequently Asked Questions about Canoe Intelligence
Canoe Intelligence was founded in 2013 and raised its 1st funding round 7 years after it was founded.
Canoe Intelligence is headquartered in New York, United States. It is registered at New York, New York, United States.
Jason Eiswerth is the CEO of Canoe Intelligence, as recorded in our data.
Canoe Intelligence is a funded company, having raised a total of $72.82M across 4 funding rounds to date. The company's 1st funding round was a Series A of $11.82M, raised on Jan 2020.
Canoe Intelligence is engaged in providing automation solutions for alternative investments. The company operates within the financial technology sector, targeting wealth managers, institutional investors, family offices, and global asset servicers. Solutions such as Canoe Connect, Canoe Asset Data, and Canoe Tax are offered to streamline document retrieval, data analysis, and tax management. Emphasis is placed on operational efficiency, data accuracy, and workflow optimization through AI-driven tools. Canoe Labs is introduced as an innovation center for emerging AI capabilities. Services are designed to enhance decision-making and reduce manual workload in the alternative investment ecosystem.
Canoe Intelligence's top competitors include Box, Informatica and M-Files.
Canoe Intelligence offers Canoe Intelligence, Canoe Connect, Canoe Asset Data, Canoe Tax, and Canoe Pro.
Canoe Intelligence has 8 investors. Key investors include Goldman Sachs, Bloomberg, Nasdaq, The Carlyle Group, and Blackstone.
Yes. Canoe Intelligence was acquired by Bloomberg in July 2026.