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Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe`s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.
Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data. Our trusted and proven open banking platform empowers consumers and small and midsize enterprises with control over their financial data, transforming the way we experience money for everything from budgeting and payments to investing and lending. Through market-leading data connections, Finicity partners with influential financial institutions and disruptive fintech providers alike to give everyone a leg up in a complicated financial world, helping to improve financial literacy, expand financial inclusion, and ultimately lead to better outcomes. Finicity is headquartered in Salt Lake City, Utah.
Prospera Credit Union is a Menasha, WI-based company in the Financial Services sector.
Euro Pacific Asset Management is a Westport, CT-based company in the Financial Services sector.
Toyota Credit Canada Inc. is a Toronto, ON-based company in the Financial Services sector.