Collation.AI

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.