Partner Types


Preferred Plus


Canoe gathers and formats unstructured alternative investment data so advisors can advise on a client’s full financial health.

Canoe’s alternatives aggregation software automates the collection of investment data  from unstructured document sources like emails and PDFs. After collecting and standardizing the data, Canoe’s system creates analysis-ready transaction information for VC funds, private equity, and other assets in Addepar’s preferred data format. As a result, wealth managers can populate their accounting, reporting, and analytics systems with systematically organized investment data that brings each client’s entire financial picture into view.