BST Awards 2020: Best buy-side CRM platform: Altvia

Altvia, a Colorado-based software provider, wins the award for best buy-side customer relationship management (CRM) platform this year, dethroning Tier1 Financial Solutions, which won the category in 2019 and 2018.
Founded in 2006, Altvia builds investor and deal management systems for capital markets firms and institutional investors.
CEO Kevin Kelly says the biggest shift for the company in the last year has been transitioning from selling distinct separate products toward offering a comprehensive platform. The CRM platform, AIM, currently has 164 active clients, adding 25 new accounts since 2019.
“In the case of a typical fund manager, they really just do two things,” Kelly says, “They raise capital, and then they deploy that capital. If that all works out, then they return that capital to their investors.”
AIM helps fund managers through that lifecycle, from the starting point of securing funding up to the capital returns process. Communication with investors during that process is something that Altvia is focusing on currently.
“We have been working on new functionality for being able to collect information from portfolio holdings,” Kelly says.
The new functionality will be able to collect information like portfolio companies and real-estate holdings, curate the information for investors, and present it in the form of reports or dashboards.
Kelly says 2020 has been a strategic year for the firm in terms of expansion. Earlier this year, Altvia recapitalized with Denver-based private equity firm Bow River Capital.
Currently, about 70% of its clients are in North America, and about 30% of clients are located in Europe after expanding into the UK around eight years ago.
Since May, Altvia has focused efforts into expanding its product and engineering team, doubling the workforce from 10 to 22.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
Witad Awards 2025: Trailblazer (Lifetime achievement) award (vendor)—Maureen Downs, Connamara Technologies
Maureen Downs, co-founder and chair of Connamara Technologies, wins the Trailblazer (Lifetime achievement) award (vendor) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Legal/compliance professional of the year—Devi Shanmugham, Tradeweb
Devi Shanmugham, global head of compliance at Tradeweb, wins legal/compliance professional of the year in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Technology innovator of the year (end-user)—Ruchi Acharya Saraswat, RBC Capital Markets
Ruchi Acharya Saraswat, managing director, head of strategy and transformation, business and client services technology at RBC Capital Markets, wins technology innovator of the year (end-user) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Best company for diversity and inclusion (end-user)—BNP Paribas Portugal
BNP Paribas Portugal wins best company for diversity and inclusion (end-user) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Wellness/work-life balance award (end-user)—Sarah Mears, MUFG Investor Services
Sarah Mears, chief human resources officer at MUFG Investor Services, wins the wellness/work-life balance award (end-user) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Exchange professional of the year—Valerie Bannert-Thurner, Nasdaq
Valerie Bannert-Thurner, executive vice president and chief revenue officer of the financial technology division at Nasdaq, wins exchange professional of the year in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Rising star (vendor)—Hannah Sayson, S&P Global Marketplace
Hannah Sayson, lead product manager of the S&P Global Marketplace, wins rising star (vendor) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Data science professional of the year (vendor)—Kaja Zupanc, Duco
Kaja Zupanc, head of machine learning at Duco, wins data science professional of the year (vendor) in the 2025 Women in Technology and Data Awards.