Collation.AI, Inc.

Other TechnologyFinancial Technology

Samford, CT

2023

founded

About

Collation.AI, Inc. is an innovative financial technology company that specializes in delivering advanced data aggregation and analytics solutions tailored for wealth managers and family offices. Through its comprehensive platform, it enables financial professionals to manage complex datasets seamlessly, facilitating enhanced decision-making and reporting capabilities.

Company Values

Collation.AI stands out for its ability to unify diverse financial data sources into a single, actionable view, utilizing AI to streamline processes and improve analytics.

$1M

raised

investors

rounds

Team (1)

Tanmai Sharma

Chief Executive Officer

Tanmai Sharma

Chief Executive Officer

Funding History (1)

Feb 2025

$1M

Equity

Products (1)

Cloud-Based Data Aggregation and Analytics Platform

Data Analytics

Collation.AI's flagship offering is a sophisticated, cloud-based platform designed to aggregate and analyze financial data from multiple sources. It streamlines the collection and processing of inform...

•Automated data ingestion from custodians and portfolio management systems
•Data cleansing and standardization for enhanced accuracy
•AI-driven analytics tools for generating insights
•Customizable dashboards and visualizations
•Integration capabilities with existing portfolio management and CRM systems

The platform alleviates the complexities and inefficiencies associated with managing disparate financial data, ultimately driving better investment analysis and reporting for wealth managers.

Team

Funding History

Products

$1M

raised

investors

rounds

Team (1)

Tanmai Sharma

Chief Executive Officer

Tanmai Sharma

Chief Executive Officer

Funding History (1)

Feb 2025

$1M

Equity

Products (1)

Cloud-Based Data Aggregation and Analytics Platform

Data Analytics

•Automated data ingestion from custodians and portfolio management systems
•Data cleansing and standardization for enhanced accuracy
•AI-driven analytics tools for generating insights
•Customizable dashboards and visualizations
•Integration capabilities with existing portfolio management and CRM systems

The platform alleviates the complexities and inefficiencies associated with managing disparate financial data, ultimately driving better investment analysis and reporting for wealth managers.