Canoe vs Arch

You are looking for alternatives to Canoe. 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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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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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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Company
Employees

  • 155

Revenue

–

Founded

  • 2017

Ownership

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

Incorporated

  • United States of America

Location

  • New York City

Top markets

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

Total AUM

–

Avg. AUM per client

–


  • 50-100


–


  • 2018


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


  • United States of America


  • New York City


–


–


-

Client
Focus

  • Single-family offices
  • Multi-family offices

Serves also

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

Number

  • 100+ wealth managers and 200+ client firms


  • Single family offices


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


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

Product
Main Tasks

  • Automation
  • Document collection & management
  • Data extraction

Top features

  • Transparency
  • Alternatives/Private markets

Assets supported

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

Compliance

–

Whitelabel

  • Yes


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


  • Digital Excellence
  • Transparency


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


–


Yes

Technology
Type of software

  • SAAS
  • Fully standalone

Security

–

Ecosystem

–

Integrations

Canoe is technology agnostic when it comes to integrations.

Mobile App

  • No


SaaS


–


–


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


No