Acuity Knowledge Partners

Financial services provider offering AI-powered document processing and research analytics, serving 600+ institutions with Agent Fleet platform.

Acuity Knowledge Partners Logo

Overview

Acuity Knowledge Partners has evolved from a traditional knowledge process outsourcing provider into what CEO Robert King calls a "technology-first, digital solutions provider" for financial services. With 6,000+ analysts serving 600+ institutions, the company reported 33% growth in private equity clients over 12 months while launching multiple AI automation platforms.

The transformation accelerated in 2025 with the launch of Agent Fleet, an Agentic AI platform featuring domain-trained AI agents and no-code workflow automation. The company expanded capabilities through the September 2025 acquisition of Ascent and a December 2025 partnership with Snowflake to integrate cloud-based data services.

Acuity's approach combines automated document processing with human domain expertise, targeting accuracy-critical financial workflows where generic AI tools may fall short. COO Jon O'Donnell positions this as "Agentic AI systems with deep human domain expertise" that enable knowledge workers to "massively scale up their impact."

Key Features

Agent Fleet Agentic AI Platform: Domain-trained AI agents with modular architecture for financial document workflows
No-Code Workflow Automation: Microsoft Office 365 integration for data extraction and document generation
RFP Automation Suite: RFP Pulse and RFP AI Tool for automated RFP and DDQ responses
FolioSure Portfolio Management: Platform covering private markets strategies beyond PE/VC
Compliance-Integrated Processing: AML, sanctions screening, and regulatory compliance workflows

Use Cases

Private Equity Portfolio Management

With 160+ private market firms managing $10trn combined AUM as clients, Acuity provides centralized portfolio monitoring and reporting. Head of Private Markets Pratap Narayan Singh emphasizes establishing "a single source of truth" for portfolio oversight.

RFP and DDQ Automation

The July 2025 launch of RFP automation tools targets high-volume, repetitive tasks in asset management, allowing firms to scale response capabilities while maintaining accuracy standards.

Trade Finance Documentation

Processing trade documents against Letters of Credit conditions, with certified trade experts validating automated extractions for compliance risk assessment including AML and sanctions screening.

Technical Specifications

Feature	Specification
Deployment Options	Cloud-based via Snowflake partnership, Outsourced service model
AI Architecture	Domain-trained agents, Modular deployment, No-code workflows
Integration	Microsoft Office 365, Snowflake cloud platform
Document Formats	PDF, TIFF, JPG, financial forms, trade documents
Industry Focus	Banks, Asset Managers, Private Equity, Investment Management
Service Model	Technology-first platform with human expert validation