Document management workflow for wealth managers

Canoe's mission is to free clients from the burden of manual investment data management

Development of Canoe’s proprietary technology began in 2013 by a group of sophisticated investors focused on alternative and illiquid strategies. They realized that it was difficult, costly and time consuming to manually track investments, so they decided to automate it.


Leadership Team

The leadership team and advisory board bring extensive expertise in asset management, FinTech, cybersecurity, and natural language processing.

Seth Brotman
Chief Executive Officer
Wei Wang
Co-Founder & Chief Technology Officer
Mike Muniz
Head of Sales
Shawn Israilov
Head of Client & Product Development

Advisory Board

Michael Leffell

Portage Partners, Founder and Managing Member
Davidson Kempner Capital Management, Retired Deputy Executive Managing Member

Sam Klatt

Portage Partners, Chief Investment Officer

Rob Liander

22C Capital, Chief Technology Officer

Ron Kashden

Entrepreneur & Investor

Randall Winn

22C Capital, Founder
Capital IQ, Former CEO and Executive Managing Member

Tim Levart

Davidson Kempner Capital Management, Retired Managing Member and Chief Operating Officer

Jonathan Lewin

Entrepreneur & Investor



The idea for Canoe began within a Private Investment Firm, where they believed that there had to be a better way to manage the documents and data associated with alternative investments, and built technology to reduce manual entry.

2013 - 2014
  • Founding engineer started to build a comprehensive data management solution.
  • Successful proof of concept completed.



2015 - 2016
  • Prototype evolved into a fully functioning product with client data and beta clients.

  • Engineering team expanded and new functionality and features were built based on client feedback.
  • Independent market study confirmed industry demand for a technology-driven data management solution.
  • Canoe was independently incorporated and capitalized and patents were filed for the core technology.
  • Canoe expanded technology and business teams, growing internally and across diverse client segments.


Have a question? We'd love to help!

Interested in joining Canoe? Visit our Careers page.

Canoe Software
880 3rd Ave, 6th Floor
New York, NY 10022