Collation.AI

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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
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
Competitors
Copia Wealth Studios, Canopy, Landytech, Fintivio., FundCount, Masttro, AgilLink, Eton Solutions LP, Altoo AG, asora.
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