NEW YORK, May 30, 2024 – Canoe Intelligence (“Canoe”), the platform for smarter alts management, and InfoGrate, Inc., a boutique consulting firm that provides a retained/outsourced CTO and Development Team for Single and Multi-Family Offices, today announced a consulting partnership.
The close relationship between Canoe and InfoGrate will serve to better enable the mutual client experience. Highly technical in their analysis of potential providers, InfoGrate starts each project at the top level with a focus on value and efficiency—two high-priority focuses shared by the Canoe team. Together, the two firms will service a variety of advisory group types, including Single Family Offices, Multi-Family Offices, Trust Companies, Boutique Registered Investment Advisors (RIAs), Wealth Management Advisors, and Private Banks.
InfoGrate, Inc. was founded in 1996 by Dr. Tania Neild when she identified a need in the Family Office community for retained CTO services. Since then, InfoGrate has grown to provide consulting services on a myriad of complex issues, such as crossing applications for general ledger systems, analyzing security master attributes, modeling or tracking relationships, and managing tax or partnership accounting.
“InfoGrate provides project managers, developers, and subject matter experts to fill in any gaps and work with client vendors to leverage and complement current technology. Canoe’s solutions have already helped many of our clients to date, so a strategic partnership was the ideal next step,” said Dr. Tania Neild, Founder and CTO of InfoGrate. “Our team is a tight-knit family, and we’re excited to build a similar type of relationship with the Canoe team.”
Over 325 institutional investors, asset servicers, capital allocators, and wealth managers leverage Canoe Intelligence to automate their most time-consuming manual alternative investment processes. The Canoe Partner Program is designed to create a seamless experience for clients with a system-agnostic, client-first approach to integrations.
“InfoGrate has a great reputation for their deep specialization in the fintech and family office spaces, understanding clients’ operational and technological pain points and helping them find the right solutions for any gaps,” said Kim Raymonde, Director of Partnerships and Integrations at Canoe Intelligence. “InfoGrate has extensive experience in the family office space, and many members of Canoe’s team already have long-standing relationships with Tania and other members of the InfoGrate team.”. After having worked together on some mutual client and partner projects, we’re thrilled to now be formal partners.”
At the end of Q1, Canoe announced the commercial launch of Canoe Asset Data, an innovative solution to the industry-wide challenge of accessing and using complete, timely, and accurate asset-level data. Toward the end of 2023, Canoe released a number of new product offerings, including Canoe Pro, a comprehensive solution that integrates expert services into the client experience. These product developments build upon Canoe’s recent successes, including 100% year-over-year growth in 2023. Canoe continues to advance operational excellence through the expansion of its platform and product suite, exemplifying its commitment to innovation and industry-leading product development in the alternative investment industry.
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About Canoe Intelligence
Canoe Intelligence (“Canoe”) is a financial technology company dedicated to advancing alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms. Canoe empowers clients with technology, data, and insights to manage alternative assets more efficiently, accurately, and confidently. With a commitment to innovation and excellence, Canoe is redefining the future of alternative investment data management.
About InfoGrate, Inc.
InfoGrate, Inc. is a boutique consulting firm that provides a retained/outsourced CTO and Development Team for Single and Multi-Family Offices.
MEDIA CONTACTS:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
bdaitch@canoeintelligence.com
Tania Neild
InfoGrate, Inc.
+1 800 406 5488
Info@infograte.com
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