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Private-investment document collection and data platform for wealth firms
- Family offices
- RIAs
- Banks and trust companies
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Alternatives platformsAlts operations and subscriptionsAI research and document analysisOperations and workflow automation
Alkymi
AI document processing that turns private markets and wealth documents into structured data
New York, NY, USFounded 2017Venture-backedalkymi.io
What it does
Alkymi sells a document data platform to asset allocators, asset managers and wealth firms that handle large volumes of investment paperwork, especially for private markets. It uses large language models to pull data out of unstructured documents and deliver it to downstream systems.
The platform ingests documents from email, uploads, cloud drives and investor portals, then extracts data from capital call and distribution notices, quarterly reports, financial statements, CIMs, loan agent notices and brokerage statements. For wealth firms it offers pre-built extraction patterns for custodial statements, K-1s, Form ADVs, subscription documents and KYC files. Users review and validate the output before export by API, Excel, Snowflake, Salesforce, SimCorp Dimension, Power Automate or Zapier.
Alkymi was founded in 2017 in New York City by people from Bloomberg, Two Sigma and x.ai. Its investors include Intel Capital, Canaan, Work-Bench and SimCorp.
Best for
- Serves
- Asset managers
Features
- Capital call and distribution notice extraction
- Investor portal document retrieval
- Brokerage and custodial statement parsing
- K-1 and subscription document processing
- Data validation workflow
- API and Snowflake export
Pricing and deployment
- Deployment
- Cloud
Integrations
- Google Workspace
- Microsoft Power Automate
- Outlook
- Salesforce
- SimCorp Dimension
- Snowflake
- Zapier
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