COMPANY INFO
The company's actual name is Canoe Intelligence, founded in 2013 by Wei Wang. It is a financial technology company headquartered in New York City with approximately 180-200 employees. Canoe Intelligence provides cloud-based AI-powered investment document and data management solutions designed to streamline and automate data processes for alternative investment firms. The company’s website is canoeintelligence.com, and it operates in the financial services industry, focusing on enhancing efficiency and insight for institutional investors and asset managers through automation technology.
Canoe Intelligence is a New York-based financial technology company, founded in 2013, that streamlines and automates alternative investment document and data management using cloud-based AI solutions. The company empowers institutional investors and asset managers to enhance efficiency and insight through automation technology and serves more than 220 investment firms worldwide.
Canoe Intelligence leadership is marked by deep expertise in financial services, enterprise software, and data-driven technology. The management team features a blend of industry veterans and innovative specialists, spanning backgrounds in engineering, revenue strategy, client success, and product development. This executive group has propelled Canoe Intelligence’s rapid growth by leveraging their diverse skill sets to drive product innovation, scalable infrastructure, client-centric solutions, and a strong company culture.
Jason Eiswerth leads Canoe Intelligence’s strategic vision and oversees all aspects of the business, guiding its commercial growth from launch to becoming a trusted partner for over 220 investment firms with automated alternative investment document and data management solutions. He has been a driving force behind the company’s adoption of innovative technologies and expansion in the financial software space.
Jason brings over 20 years of senior management experience, previously serving as Managing Director and Head of Private Investments at Nima Capital, General Manager at TheMarkets.com, and as founder/leader of MeritMark. Early in his career, he was in capital markets at Goldman Sachs and Lehman Brothers, and holds dual degrees in Economics and English Literature from Lafayette College.
Chris Jones leads global revenue generation efforts for Canoe Intelligence, scaling sales and customer success teams while driving partnerships that have contributed to the company’s annual recurring revenue increasing by over 200%. As CRO, Chris plays a key role in expanding Canoe Intelligence’s client base and optimizing its go-to-market strategies for continued growth.
Chris brings more than a decade of SaaS revenue leadership and has previously held CRO roles at Sift, BeyondTrust, and BetterCloud. He holds a BA from the University of Richmond, and his expertise includes building high-performance sales organizations and forging enterprise partnerships in the financial technology industry.
Josh Whitcraft ensures seamless collaboration between R&D and client engagement teams at Canoe Intelligence, accelerating client onboarding and maximizing value realization to strengthen the company’s market leadership and client satisfaction. His operational leadership has helped streamline the client experience and vastly improved delivery outcomes.
With over a decade of experience in wealth management, enterprise software, and fintech, Josh was previously Director of Go-to-Market for Vista Consulting Group and a fintech entrepreneur at Addepar, scaling sales and services teams. He started his career as a financial analyst at Goldman Sachs and holds an MBA and MA from Columbia University and a BA from Northwestern University.
Michelle Wilson is responsible for the overall product vision and strategy at Canoe Intelligence, leading cross-functional teams on core initiatives, feature design, and market-driven innovation. Her leadership in product management has been instrumental in Canoe winning accolades like the WatersTechnology Technology Innovator of the Year.
Michelle draws on extensive product leadership experience at BlackRock, Blackstone, and S&P Capital IQ, where she managed fund accounting systems, valuation platforms, and web-based financial intelligence tools. She holds a BS in Chemical Engineering from MIT and an MEng in Engineering Management from Cornell University.
Matt Wilkinson leads engineering at Canoe Intelligence, scaling the company’s technology infrastructure, improving developer productivity, and optimizing software development processes to support rapid growth and innovation. Under his leadership, Canoe has built scalable systems that support a fast-growing client base and product suite.
With over 20 years of experience in financial services and media software at Comscore and S&P Global, Matt is recognized for his expertise in designing high-throughput software architecture and mentoring engineering talent.
As Partner, Michael Muniz spearheads new business development and strategic partnership efforts at Canoe Intelligence, influencing growth through go-to-market initiatives and market expansion strategies. He is also a key driver in expanding the company’s network of strategic alliances.
Michael has deep experience in private equity, family office operations, and wealth management technology consulting, having held leadership roles at Armanino and served clients across financial services and tech sectors.
Jordan Cook Robbins leads strategy and business development at Canoe Intelligence, focusing on market opportunity identification, expansion tactics, and revenue-accelerating partnerships. His work directly fuels Canoe’s ability to enter new segments and drive rapid market adoption.
Jordan possesses a background in strategic consulting and business development within key financial technology firms and has steered numerous high-impact projects in financial services.
Aaron Simon manages Canoe’s strategic client relationships, focusing on aligning enterprise solutions with client needs to ensure exceptional implementation and retention of the company’s largest accounts. His stewardship is vital to Canoe’s reputation for enterprise client satisfaction.
Aaron brings 20 years of client service experience at JP Morgan Investment Bank, Jacobi, and American Home Mortgage, specializing in enterprise client management for institutional asset managers and owners.
Tiffany Mosher Taylor oversees Canoe's recruitment strategy, talent development, and organizational culture, scaling the company's workforce and embedding diversity, equity, and inclusion within the rapidly growing team. Her leadership has supported Canoe's expansion and employer brand as an innovator in financial technology talent.
Tiffany’s experience includes leadership in HR and people strategy within tech-growth environments such as CPOHQ and Appcues. She holds an MA from the University of Maine.
The Canoe Intelligence leadership team comprises industry experts with proven records in investment management, fintech, enterprise SaaS, engineering, and organizational development. United by a commitment to innovation, efficiency, and client outcomes, the management structure is designed for agility—allowing for rapid scaling, collaborative cross-functional work, and proactive client engagement as Canoe continues to lead in AI-powered alternative investment data management.
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