Collation.AI is a Compliance-Friendly AI Infrastructure for Financial Services. -Business Overview- Collation.AI creates AI native infrastructure for wealth managers, enabling AI-powered analytics, reporting, workflows, and business efficiency. -Clients- Single and Multi Family Offices, RIAs and Enterprises (e.g. Banks, FinTechs). -Deployment- Setup as an overlay on existing tech stack / SaaS or as a standalone solution. -Infrastructure- Data warehouses, bots for data ingestion (APIs, SFTPs, PDFs), reconciliation, unified data models, and compliant vibe coding with guard rails.
| Website | https://collation.ai/ |
| Employees | 8 (8 on RocketReach) |
| Founded | 2023 |
| Address | 263 Tresser Blvd, Stamford, Connecticut 06901, US |
| Industry | IT Services and IT Consulting |
| Keywords | Wealthtech Platform, Wealth Management, Portfolio Analytics, Data Analytics, Data Aggregation, Client Reporting, Ai-Driven Solutions, Backoffice Solutions, Financial Technology, Wealthtech, Data Reporting, Investment Management, Financial Analysis, Asset Management, Reporting Platform, Data Platform, Ai In Finance, Financial Reporting, Investment Reporting, Regulatory Reporting |
| Competitors | Verbit.ai, Otter.ai, Descript, Rev, Speechmatics, Trint, Happy Scribe, Sonix Inc, Temi.com, AIVONPCB +36 more (view full list) |
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CollationAI Questions
Tanmai Sharma is the CEO and Founder of CollationAI.
8 people are employed at CollationAI.
CollationAI is based in Stamford, Connecticut.
Top CollationAI Employees
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Tanmai Sharma
CEO and Founder at CollationAI
New York, NY, US45 -
Sinan Biren
Chief Revenue Officer (CRO) at CollationAI
Zürich, ZH, CH25+ -
Karishni Mehta
Data and AI Engineer at CollationAI
New York, NY, US1 -
12
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Ayush Goyal
Data Analyst at CollationAI
Bengaluru, KA, IN1 -
Ajeet J.
Data Analyst at CollationAI
Jersey City, NJ, US -
Rajnish Kumar
Senior Engineer at CollationAI
Bengaluru, KA, IN22
