Press & Announcements

WE Capital Investimentos Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes

NEW YORK, February 15, 2022Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative investors and allocators, today announced a new client engagement with WE Capital Investimentos (“WE Capital”), an investment company focused on managing assets for wealthy Brazilian families.

WE Capital is implementing Canoe’s technology to automate and scale its alternative investment processes associated with document collection and data extraction for its alternative investments. Additionally, WE Capital will be leveraging Canoe to deliver its cleaned and accurate alternative investment data to Addepar for additional analysis.

“At WE Capital, we follow a specific process to ensure the legacy of our client families is protected. Part of this process includes deploying leading technologies and systems so that our clients’ wealth is managed in the most efficient and effective manner,” said Carlos Albertotti, Partner at WE Capital. “With Canoe’s cloud-based technology, our lean global team is able to significantly reduce the time spent collecting documents from multiple sources, managing data extraction processes around our clients’ alternative investments, and free up time to deliver the client service our clients deserve.”

“We’re thrilled to partner with innovative multi-family offices like WE Capital to activate automated technology to streamline alternatives document and data workflows,” said Mike Purcell, Director of Sales and Business Development at Canoe Intelligence. “At Canoe, we are proud that our technology has helped so many firms scale their operational processes, serve their clients more effectively, and achieve sustainable growth.”


About Canoe Intelligence
Canoe Intelligence redefines alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms, and wealth managers. By combining industry expertise with the most 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 refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Learn more:

Betsy Miller Daitch