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Canoe Intelligence

Canoe Intelligence

Private
New York City, New YorkFinTechhttps://canoeintelligence.com/

Last Round

Series C

Jul 9, 2024

Est. Valuation

$104.09M

Total Funding Raised

$72.8M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Canoe Intelligence is a financial technology company that provides an AI-driven data management software solution to optimize investment document management and automate data extraction for institutional investors, capital allocators, and wealth managers.

Sector

FinTech

Verticals

Wealth Management, Financial Data, Document Management, Data Integration, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

alternative investment datadocument automationprivate market datadata extractionalt datainvestment operationsSaaS platformAPI integrationback-office automationdata ingestionwealth management techfintechstraight-through processingSTPdata standardization

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Canoe Intelligence Comparables

Compare Canoe Intelligence with similar companies based on industry and business-model similarity.

Canoe Intelligence comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Chronograph
86%
73 Strings
86%
Arch
85%

Canoe Intelligence Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CJul 9, 2024
Series BFeb 8, 2023
Series A ExtensionSep 9, 2021
Series AFeb 5, 2020
SeedDec 1, 2017

Key People

Founding team and executive leadership

Jason Eiswerth

Chief Executive Officer

Executive Team

Josh Whitcraft

Office of the CEO

Executive Team

Noel Calhoun

CTO

Executive Team

James Eliason

Chief Financial Officer

Executive Team

Canoe Intelligence Investors

Notable investors and investment history

Canoe Intelligence investors
InvestorRounds
Composition CapitalSeries B
Hamilton LaneSeries A, Series A Extension
F-Prime CapitalSeries C, Series B
Eight Roads VenturesSeries C, Series B
Nasdaq VenturesSeries A
The Carlyle GroupSeries A Extension
Goldman Sachs Growth EquitySeries C

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 16, 2026

    Won 'Most Innovative Use of Generative AI' award.

  • Apr 16, 2026

    Won an award at the PWM Wealth Tech Awards 2026.

Recent news

Latest coverage and updates

  • receives_awardSep 11, 2026

    Canoe Intelligence received award Best AI/ML Solution for Data Extraction & Analytics at A-Team Market & Alt Data Insight Awards USA 2026 on Sep 10th '26.

  • integrates_withAug 6, 2026

    Canoe Intelligence integrated with Schwab Inc. on Jul 1st '26.

  • partners_withJul 29, 2026

    Canoe Intelligence partnered with Envestnet on Jul 1st '25.

  • integrates_withJul 29, 2026

    Canoe Intelligence integrated with Bloomberg LP on Jan 1st '26.

  • receives_awardJul 24, 2026

    Canoe Intelligence received award Best Supplier for Alternative Investment Technology at PWM Wealth Tech Awards 2026 on Sep 11th '26.

Canoe Intelligence Filings

Explore SEC and related filing metadata, where available.

Canoe Intelligence filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Canoe Intelligence's valuation, stock price, and market status.

Is Canoe a public or private company?

Canoe is a private company.

What is the current stock price of Canoe?

Canoe is a private company with no public stock price. No recent secondary market data is available.

How much is Canoe worth (valuation)?

Canoe's valuation is estimated at $104.1M based on funding round data.

Can I buy Canoe stock?

Canoe shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Canoe's last funding round?

Canoe's most recent funding round was Series C on February 8, 2023.

Who are the main investors in Canoe?

Key investors in Canoe include F-Prime Capital, The Carlyle Group, Goldman Sachs Group, Inc., Goldman Sachs & Co. LLC, Blackstone Funds.

Will Canoe IPO soon?

No public IPO plans have been announced for Canoe.

How can I track Canoe secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Canoe's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersNew York City, New York
Employee Range172
Year Founded2017
Last FundingJul 9, 2024

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