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.
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.

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?
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.