Acuity Knowledge Partners

Acuity Knowledge Partners (now branded Acuity Analytics) is a financial services outsourcing and research firm that has served over 500 financial institutions for more than two decades. Its primary business is providing bespoke research, analytics, compliance, and operational support to asset managers, private equity firms, banks, and hedge funds. Family offices appear as a named client segment within its broader asset management and private markets practices, rather than as a dedicated standalone division.

For family offices looking to augment their investment team's capacity, Acuity offers outsourced support across several workflows:

• Buy-side investment research, including equity analysis, portfolio monitoring, and thematic research
• ESG screening, portfolio-level ESG risk assessment, and regulatory-aligned reporting (including LP-facing outputs)
• Middle office operations such as trade management and data administration
• Compliance support covering KYC, regulatory monitoring, and political contribution tracking
• Client reporting, factsheets, and customised investment commentary

The firm's Agent Fleet platform, which integrates PitchBook among other data sources, deploys AI agents to automate financial workflows with built-in audit trails. This agentic layer sits on top of the firm's domain expertise, allowing clients to combine human analysts with automated task execution. With 7,200 staff across 28 locations and clients representing over $35 trillion in combined AUM, Acuity operates at a scale that most boutique alternatives cannot match.

Family offices considering Acuity should recognise that this is an outsourced services provider, not a software product. Engagements are bespoke and relationship-driven, which suits larger or more complex offices that need flexible capacity rather than a pre-packaged tool. Pricing is not publicly disclosed, and the family office segment is clearly secondary to the firm's institutional asset manager and banking client base.

• Buy-side investment research and portfolio analysis
• ESG screening, monitoring, and regulatory reporting
• Middle office operations support including trade management and data administration
• Compliance monitoring including KYC, negative news screening, and political contribution tracking
• Client reporting, factsheets, and investment commentary production
• AI-driven workflow automation via Agent Fleet platform

• Agent Fleet agentic AI platform with PitchBook integration
• ESG frameworks and dashboards (100+ developed)
• Portfolio monitoring and valuations support via FolioSure digital solution
• KYC and negative news screening
• RFP and DDQ workflow automation
• Custom client reporting and factsheet production
• Investment performance analytics and alpha generation support
• Cloud infrastructure and digital engineering services
• Enterprise AI deployment for research automation
• Net-zero and climate-risk benchmarking

Built for Investment Teams, Single Family Office (SFO), Multi Family Office (MFO), Fund Managers.

Dedicated specialists with 24/7 shift coverage including overnight and ad-hoc support; regional contacts across Americas, EMEA, and Asia-Pacific.