Collation.AI is a Powerful WealthTech that is specialized in reducing operational costs, improving workflow efficiencies, and increasing client retention for wealth managers by Aggregating Financial Data via Bots from their ‘’existing technology stack’’ and bring it into a ‘’fully accessible’’ centralized Data Warehouse. Once the Data is in the Warehouse we setup Bot-driven workflows to check, reconcile, fix, enrich that data, so that infinite Analytics can be derived from it via flexible, scalable Reports.
We originated from the WealthTech provider Canopy.Cloud, which reports on over USD 170 billion in assets and is supported by many Family Offices and UBS Bank.
Our CEO /Founder; Tanmai Sharma, is an entrepreneur, finance expert, and technology aficionado. He established Canopy.Cloud and engineered the core analytics platform. Prior to Canopy, he was a MD at Deutsche Bank, with 20 years of trading expertise in prominent international trading floors, focusing on analytics and arbitrage.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 263 Tresser Blvd, Stamford,connecticut 06901,united States
- Industry
- It Services And It Consulting
- NAICS
-
Computer Systems Design and Related ServicesOther Computer Related Services
- Website
- https://collation.ai/
- Keywords
- Data Aggregation, Portfolio Analytics, Client Reporting, Backoffice, AI, Artificial Intelligence, Investment Management, Wealth Management, RIA, Registered Investment Advisor, External Asset Manager, Family Office, WealthTech, FinTech, HWNI, UHNWI, Private Bank, Trust, Fiduciary, Accountants.
- HQ
- Stamford, Connecticut
Collation.ai Questions
Collation.Ai's website is https://collation.ai/
Collation.Ai's LinkedIn profile is https://www.linkedin.com/company/collationai
Collation.Ai has
8 employees.
View email and phone details for 8
employees at Collation.Ai.
Collation.Ai's industry is
IT Services and IT Consulting
Collation.Ai's top competitors are
Canopy,
Masttro,
Fundcount,
Copia Wealth Studios,
Agillink,
Asora,
Landytech,
Altoo Ag,
Eton Solutions Lp,
Fintivio..
Collation.Ai's categories are IT Services and IT Consulting
Collation.Ai's founding year is 2023
