What Cuore does

Cuore is a Brazilian B2B SaaS company, founded in 2018 and headquartered in São Paulo, that operates a cloud-based platform for fiduciary services targeting financial institutions in the Brazilian capital markets. Its platform is composed of six integrated modules: Voto Eletrônico (electronic voting for shareholder meetings), Comunicados a Investidores (customizable investor communications), Formulários (investor information forms), Repositório de Documentos (document repository for income statements and extracts), Preparo de Dados (automated data preparation including investor base enrichment such as fund-of-fund consolidation), and Norma (an AI module that reads documents in batch and auto-generates tasks such as AGO assemblies from financial statements). The product is purpose-built for fiduciary workflows specific to the Brazilian regulatory environment — including AGO/AGE assemblies, chamadas de capital, custo médio do investidor, and factos relevantes.

The company serves fund administrators as its primary customer segment, with adjacent expansion into securitizadoras, distribuidoras, and escrituradores. According to Anbima rankings for January 2025 and January 2026, half of the 50 largest fund administrators in Brazil are Cuore clients, and the company cites a use case of 400 shareholder meetings created in under one day for a bank's exclusive funds. Go-to-market is direct enterprise field sales, supplemented by content marketing via Cuore Labs blog, LinkedIn presence, and industry events including FEBRABAN TECH 2026.

Cuore generates revenue through a subscription-based SaaS model with enterprise contracts tailored to financial institutions. Pricing is not publicly disclosed. The company is private, backed at the seed stage by Bossa Invest and Creative Destruction Lab (2019), and operates with a very lean team of 1–10 employees. Two additional products were announced for launch in August 2025 at an exclusive Cuore Labs client event, suggesting active product pipeline expansion.

Name

Cuore

Legal name

Cuore

Website

https://cuoreplatform.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Cuore is a Brazilian B2B SaaS platform that provides electronic voting, investor communications, document management, and AI-powered document processing to financial institutions — primarily fund administrators — operating in Brazil's capital markets.

Ownership category

akta.pro rank

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Platform SaaS Subscription: Cuore provides a technology platform for fiduciary services as a subscription-based model to financial institutions including fund administrators, securitizadoras, distribuidoras, and escrituradores. The platform includes electronic voting, investor communications, forms, document repository, and data preparation tools.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Cuore provides a cloud-based SaaS platform for fiduciary services to Brazilian financial institutions, integrating electronic voting for shareholder meetings, investor communications, forms, document repository, data preparation, and AI-powered document processing (Norma). Its target customers are fund administrators, securitizadoras, distribuidoras, and escrituradores managing investment funds and shareholder assemblies.

Product overview

Cuore is a unified platform for fiduciary services and electronic voting for investment funds, serving financial institutions in the Brazilian capital markets. The platform consists of six integrated modules: Voto Eletrônico (electronic voting), Comunicados a Investidores (investor communications), Formulários (forms), Repositório de Documentos (document repository), Preparo de Dados (data preparation), and Norma (AI-powered document processing). These modules work together to enable fund administrators to manage assemblies, voting, investor communications, document distribution, and automated data processing from a single integrated platform.

Differentiator

Problem solved

Functional benefit

Brands

• Norma: Artificial Intelligence solution that reads documents in batch and creates tasks with the information gathered. For example, automatically creating AGO (General Ordinary Assembly) by uploading fund financial statements.

Products and services

• Voto Eletrônico Electronic voting platform designed for fund administrators to create, monitor, and tally votes in shareholder meetings in a practical and secure manner, delivering operational efficiency gains.
• Comunicados a Investidores Investor communication service enabling financial institutions to create, manage, and interact efficiently with investors through customizable and parameterized messages.
• Formulários Forms solution for financial institutions to request and receive information from investors in a scalable, organized, and secure manner, simplifying operations and driving investor engagement.
• Repositório de Documentos Document repository enabling clients to send income statements, monthly extracts, and other documents to their investor base efficiently and securely, fully integrated with the platform.
• Preparo de Dados Automated data preparation service that prepares and enriches databases for consumption, offering operational efficiency and security so users can focus on their primary tasks.
• Norma AI-powered document intelligence module that reads multiple documents in batch and automatically creates tasks with extracted information, such as generating AGO (Annual General Ordinary Assembly) documents from fund financial statements.

Quantifiable outcome

• 400 shareholder meetings created in less than 1 day for exclusive funds of a bank
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature6 records

Partnerships

One partnership is on record.

• FEBRABAN (Federação Brasileira de Bancos)coreGTM or Marketing Partner · 1 August 2026Cuore Labs participates in FEBRABAN TECH 2026, the largest technology and innovation event in Latin America's financial sector, taking place August 24-26 at Distrito Anhembi in São Paulo. Cuore has a dedicated stand (Stand 27) in the Fintech Lounge area for client engagement, product demonstrations, and networking. Cuore offers exclusive 10% discount to its clients using promo code C-CUORES2026.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Broadridge Financial Solutions: Global leader in investor communications, proxy/electronic voting, and shareholder services for financial institutions; directly overlaps with Cuore's voting and investor-communication modules at global scale.
• Nasdaq Governance Solutions: Offers board, governance, and shareholder meeting/voting technology to institutions, overlapping with Cuore's assembly and voting workflows.
• Computershare: Provides share registry, shareholder communication, and meeting/voting services worldwide, mirroring Cuore's fiduciary services and escrituração-adjacent functions.

Emerging players

• Mediant (Broadridge): Investor communications and proxy processing provider for financial institutions, comparable to Cuore's communications and meeting-management offerings.
• Say Technologies: Fintech focused on shareholder communications and proxy voting/engagement, intersecting with Cuore's investor-participation and voting use cases.

Direct peers

• Proxymity: Digital investor communications and end-to-end proxy voting platform connecting issuers and investors, closely aligned with Cuore's electronic voting and communications focus.

Regional players

• Vetor Sistemas: Brazilian financial-market software vendor supporting funds and back-office operations, a local competitor in the capital-markets technology space.
• Sinqia: Brazilian financial-technology firm serving banks, funds, and capital-markets institutions with back-office and fund administration software, competing in Cuore's home market.
• Britech: Brazil-based provider of investment management and fund administration/back-office software, overlapping with Cuore's fund-admin operational tooling.
• Lumis: Brazilian technology provider for investment funds and asset managers, serving the same capital-markets client base as Cuore with operational software.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cuore-platform
• Facebookfacebook.com/2196205087321525

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cuore