Arch vs Canoe

You are looking for alternatives to Arch. Here you can compare the best data management and aggregation systems and other family office technologies based on our annual benchmark and comparison surveys.
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archlab

Arch

Category
Data Aggregation

New York-based Arch provides an intuitive, digital investment admin platform that tracks data from all private investments. Arch’s automated system collects K-1s, manages cash flows, and provides reporting-ready data, removing the need to access 3rd party portals.

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canoe

Canoe

Category
Private Markets

New York-based Canoe redefines alternative investment data processes for family offices and wealth managers by combining industry expertise with sophisticated data capture technologies. Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can scale their private market exposure by refocusing capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data.

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Company
Employees

  • 50-100

Revenue

–

Founded

  • 2018

Ownership

  • External investors
  • Key staff also have ownership
  • Clients are also owners

Incorporated

  • United States of America

Locations

  • New York City

Top markets

–

Total AUM

–

Avg. AUM per client

-


  • 155


–


  • 2017


  • Key staff have ownership
  • Owned by management
  • External investors


  • United States of America


  • New York City


  • United States of America
  • United Kingdom
  • Switzerland
  • Luxembourg
  • Israel


–


–

Client
Focus

  • Single family offices

Serves also

  • Individual wealth owners
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Custodians
  • Banks
  • Accountants
  • Fund of funds

Number

  • Individuals: 20%
  • Single Family Office: 40%
  • Multi-Family Office/RIA: 30%
  • Institution/Banks: 10%


  • Single-family offices
  • Multi-family offices


  • Single family offices
  • Investment & financial advisors (RIAs/IFAs)
  • Fund managers
  • Banks


  • 100+ wealth managers and 200+ client firms

Product
Main tasks

  • Consolidated Reporting
  • Data Aggregation
  • Data Validation
  • Data Processing
  • Tax Document Collection
  • Task Management
  • Cash Flow & Capital Call Management

Top features

  • Digital Excellence
  • Transparency

Assets supported

  • Bankable or Financial Assets & Funds
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate

Compliance

–

Whitelabel

Yes


  • Automation
  • Document collection & management
  • Data extraction


  • Transparency
  • Alternatives/Private markets


  • Private equity & direct investments
  • Bankable or financial assets & funds


–


  • Yes

Technology
Type Of Software

SaaS

Ownership

–

Assets supported

–

Integrations

Addepar, BlackDiamond, Advent APX, Orion, Masttro, SEI Family Office Services – Archway, and other performance reporting systems as requested.

Mobile App

No


  • SAAS
  • Fully standalone


–


–


Canoe is technology agnostic when it comes to integrations.


  • No