Canoe Intelligence
Canoe Intelligence sells cloud-based machine learning software that extracts and analyzes data from alternative investment documents for institutional investors and wealth managers. The company raised $61M in a Series C round in July 2024 and employs 212 people.
The growth story
Canoe Intelligence grew from 101 to 212 employees between 2023 and 2026, raising $61M along the way, most recently a Series C in July 2024.
About
Canoe Intelligence provides software that automates document processing and data extraction for alternative investment firms. Its tools help institutional investors, asset servicers, and wealth managers streamline workflows by converting complex documents into usable data.
The company was incubated within private investment firm Portage Partners in 2013 before spinning out in 2017. It has since grown to 212 employees and secured $61M in funding, including from Blackstone Innovations Investments, Goldman Sachs Asset Management, and Hamilton Lane.
Founders and leadership
Sales is the largest function at Canoe, with 39 employees. The company has a median tenure of 2 years, suggesting moderate turnover.
The Canoe Intelligence org chart
Jason Eiswerth (Chief Executive Officer) leads 54 mapped leaders with 25 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Sales 42 (+45% YoY), Engineering 40 (-5% YoY), Information Technology 23 (+28% YoY), Program and Project Management 17 (-6% YoY), Operations 14 (-12% YoY), Business Development 13 (-19% YoY).
Talent flow
Canoe hires heavily from financial technology firms, with Nasdaq, FIS, and SS&C Advent being the top sources. Alumni frequently move to other fintech companies, including Octus, iCapital, and JPMorgan Chase.
Most common previous employers of Canoe Intelligence staff: Nasdaq (10), FIS (10), SS&C Advent (9), S&P Global (9), Addepar (5), BlackRock (5). Former Canoe Intelligence employees most often moved to Octus (4), iCapital (3), JPMorganChase (3), Brex (2), Pluto (2), Bridge (2).
Alumni worth knowing
The Canoe Intelligence mafia
Five Canoe alumni have founded companies, including Vert, which employs 45 people, and smaller ventures like Elevate People and Automated Industries.
5Will Olson, was Full Stack Software Engineer Intern until 2022Tiffany Mosher Taylor (she/her), was Head of People until 2025Sarah Yu, was Director of Data Strategy and Operations until 2026Wei Wang, was Chief Technology Officer until 2021Hiring now
Web traffic
Traffic mix: 30% direct, 41% search, 11% social, 1% paid.
What this company is made of
Most common skills at Canoe Intelligence: Marketing (28,732,341), Strategy (17,403,608), Business Development (17,088,262), Team Management (17,031,901), Marketing Strategy (16,214,427), Recruiting (8,871,722), Microsoft Excel (87), Microsoft Office (79).
Where the team actually sits
Canoe Intelligence people are concentrated in New York, United States (40), Florida, United States (11), England, United Kingdom (10), New York City Metropolitan Area (10). 2 offices on record.
Search footprint
Canoe Intelligence attracts about 1,361 organic search visits a month, traffic worth roughly $2K a month if bought through ads. It gained 52 ranking keywords and lost 41 in the last period.
What employees say
- Compensation
- 3.20 / 5
- Career opportunities
- 2.60 / 5
- Senior management
- 2.20 / 5
- Work-life balance
- 3.50 / 5
Frequently asked
Canoe Intelligence has 212 employees as of September 2026.
Canoe Intelligence has raised $61M in total, most recently a Series C round in July 2024.
Jason Eiswerth (Chief Executive Officer) sits at the top of Canoe Intelligence's reporting structure, with 25 direct reports.
The most common previous employers of current Canoe Intelligence staff are Nasdaq (10 people), FIS (10 people), SS&C Advent (9 people).
Former Canoe Intelligence employees most often move to Octus (4), iCapital (3), JPMorganChase (3).
At least 5 companies have a founder who previously worked at Canoe Intelligence, including Vert, Elevate People, Automated Industries.
Canoe Intelligence attracts about 1,361 organic search visits a month, worth roughly $2K a month in equivalent ad spend.
The most common skills among Canoe Intelligence staff are Marketing, Strategy, Business Development, Team Management, Marketing Strategy.
Canoe Intelligence staff are concentrated in New York, United States (40), Florida, United States (11), England, United Kingdom (10).
Canoe Intelligence has about 42 people in Sales, up 45% over the past year, as of September 2026.
Canoe Intelligence has about 40 people in Engineering, down 5% over the past year, as of September 2026.
Computed from 172 current and 151 former Canoe Intelligence profiles, as of September 2026. Source: Crustdata.
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