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Companies

Collation.AI

Data aggregation for wealth managers and family offices

Raised to date

$1M

of $1M offered across 1 Form D filing

Investors
1
Last filed
Mar 19, 2025

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.

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.

Funding

  • EquityFiled Mar 19, 2025Form D
    $1M/ $1M

Product

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 information, ensuring that wealth managers and family offices can efficiently access and interpret critical data for their investment strategies.

  • Automated data ingestion from custodians and portfolio management systems
  • Data cleansing and standardization for enhanced accuracy
  • AI-driven analytics tools for generating insights

Built for

Wealth managers and multi-family offices

People on file