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Collation.AI

3 viewers · 30d

Total raised

$1.0M

1 filing since 2025 · latest Equity filed

Cumulative raised
LAST ROUND
Equity · $1.0M
ROUNDS
1
INVESTORS
1
FOUNDED
2023
HQ
Samford, CT
SECTOR
Fintech
EMPLOYEES
N/A
30D VIEWERS
3

AI overview

Updated

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.

What sets it apart

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 history

1 round
EquityFeb 28, 2025
Form D
+$1.0M$1.0M total

Latest SEC filings

via EDGAR · CIK 0002061982
Form D · Feb 28, 2025View on EDGAR

Products

1 tracked

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
  • Customizable dashboards and visualizations

Links

WebsiteSEC EDGAR filings