Document management workflow for wealth managers

We transform unstructured reporting data into actionable intelligence.

In 2013, we began developing Canoe’s proprietary technology for a group of sophisticated investors focused on alternative and illiquid strategies. Since that time, we’ve continued to iterate and apply our past experiences and the most sophisticated machine-learning and artificial intelligence techniques to free clients from the burden of manual investment data management.


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
Chief Revenue Officer
Shawn Israilov
Head of Client & Product Development


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



Have a question? We'd love to help!
+1 646.992.4375

Interested in joining Canoe? Visit our Careers page.

Canoe Intelligence
80 Broad Street, 5th Floor
New York, NY 10004