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Private-investment document collection and data platform for wealth firms
- Family offices
- RIAs
- Banks and trust companies
Alternatives platformsCustom quote
Alternatives to Canoe Intelligence
Canoe Intelligence, which brands itself as Canoe, makes software that collects alternative investment documents and turns them into structured data for wealth managers, family offices, institutional investors, capital allocators and fund administrators. The company says its platform supports more than $11 trillion in assets under administration and has ingested data on more than 44,000 funds. Read the Canoe Intelligence profile.
Allocate
Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
Alternatives platformsCustom quote
iCapitalIn the news
Alternative investment, structured note and annuity platform for wealth managers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Opto InvestmentsIn the news
Private markets program platform for RIAs, private banks and family offices
- RIAs
- Family offices
- Banks and trust companies
Alternatives platformsCustom quote
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Private credit marketplace for RIAs, family offices and accredited investors
- RIAs
- Family offices
VertaloIn the news
Tokenization and digital transfer-agent software for private securities
- Asset managers
- Broker-dealers
Alternatives platformsCustom quote
CAISIn the news
Alternatives and structured notes platform for independent advisors
- RIAs
- Broker-dealers
- Asset managers
Chronograph
Private capital portfolio monitoring software for LPs and GPs
- Family offices
- Asset managers
AltoIn the news
Self-directed IRA platform for private market investments
- RIAs
- Banks and trust companies
Alternatives platformsPer account
Realized
1031 exchange and DST investment platform for advisors and investors
- RIAs
- Broker-dealers
- Banks and trust companies