These firms are being recognized for providing exceptional service to clients and being leaders in data and technology for institutional investors.

Alkymi Winner

Alkymi Inc. was founded in 2017 “with the idea of empowering business users to create an end-to-end platform that turns processes that once caused operational headaches into a source of efficiency, insight, and action,” according to its website.

The firm tells CIO it prioritizes not only strong performance, but also a commitment to exceptional client service and leading the way in data innovation. Its goal is to ensure that every client—particularly asset owners—receives tailored support and solutions that meet their unique needs. Alkymi’s customer success team intends to be deeply involved in helping clients optimize the company’s platform to drive their success.

According to Alkymi, the primary driver of its success has been its innovative approach to transforming unstructured data into actionable, structured insights using artificial intelligence-powered automation. “By developing a solution that streamlines the extraction, validation and integration of complex data from alternative investments and private markets, we’ve been able to help financial institutions reduce manual work, eliminate errors and accelerate decision-making,” a company spokesperson says.

Alkymi’s platform uses machine learning models and large language models to extract, validate and analyze complex investment data, such as capital notices, account statements and schedules of investments. This technology eliminates the need for manual data entry and reduces human error, providing clients with real-time, accurate insights.

“By simplifying complex workflows, Alkymi is helping financial firms modernize their operations, reduce costs and make faster, smarter decisions,” the spokesperson says. “This approach to automating data workflows is revolutionizing how the financial industry manages and extracts value from unstructured data.”

Alkymi partnered with Google Cloud to provide faster, more reliable services to clients while ensuring “seamless” integration with their cloud-based systems. The firm also integrated DeepSeek’s advanced reasoning models into its platform, enhancing Alkymi’s ability to extract, analyze and structure data from unstructured sources, such as private credit agreements and offering memorandums.

According to Alkymi, data security and compliance are paramount, and its platform meets the highest industry standards, including SOC 2 and GDPR compliance.

The firm also intends to focus on empowering asset owner teams through personalized onboarding and training, ensuring they can maximize the platform’s potential.

“We provide ongoing support and resources, while actively seeking feedback to continuously enhance our solutions,” the spokesperson says. “This comprehensive approach helps clients optimize their workflows and achieve greater operational efficiency.”

Finalists

• Dynamo Software
• Jacobi
• Oxane Partners
• PitchBook
• Vidrio Financial