investment-data

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Company
Addepar Built the $9 Trillion Answer to One Expensive Question: What Do We Actually Own?
Fintech · Saas · Enterprise

Addepar Built the $9 Trillion Answer to One Expensive Question: What Do We Actually Own?

Addepar turned the family office's ugliest spreadsheet problem into a global data platform. The software is powerful, costly and increasingly difficult to replace - which is precisely the point.

wealth-management · portfolio-managementRead →
Company
The $120 Billion Spreadsheet Problem Canopy Wants to Retire
Fintech · Saas · Enterprise

The $120 Billion Spreadsheet Problem Canopy Wants to Retire

The richest portfolios often run on the poorest plumbing. Canopy turns bank feeds, PDFs and private assets into one reconciled record - then gives family offices and wealth managers something rare: a number they can defend.

wealthtech · family-office-softwareRead →
Legend
Cristina Bondolowski Builds Brands by Listening Before Speaking
Executive · Operator · Advisor

Cristina Bondolowski Builds Brands by Listening Before Speaking

After carrying one of the world's most familiar consumer brands across more than 200 markets, Cristina Bondolowski took the same human question into technology and finance: what do people actually need to understand?

cristina-bondolowski · msciRead →
Legend
Jason Eiswerth
Executive · Operator · Founder

Jason Eiswerth

Jason Eiswerth is the CEO of Canoe Intelligence, a New York-based financial technology company that uses machine learning to ingest, categorize, extract, and validate alternative investment documents and data for more than 400 investment firms. A technology entrepreneur with more than 20 years of senior management experience, he took the helm in 2020 and has since guided Canoe through multiple funding rounds, including a $36 million Series C led by Goldman Sachs in 2024, while positioning the company as core infrastructure for the alternatives industry.

jason-eiswerth · canoe-intelligenceRead →