We empower
wealth managers.
We are a Product Company! Not a SW development shop for hire. And our Mission is to simplify complex tasks, enhance productivity, & unlock new possibilities for WMs by harnessing the power of Agentic AI Bots.
We are a Product Company! Not a SW development shop for hire. And our Mission is to simplify complex tasks, enhance productivity, & unlock new possibilities for WMs by harnessing the power of Agentic AI Bots.
We are a Product Company! Not a SW development shop for hire. And our Mission is to simplify complex tasks, enhance productivity, & unlock new possibilities for WMs by harnessing the power of Agentic AI Bots.
Impact Numbers
Real results in numbers that speak for themselves
$0B+
$0B+
Assets Under Reporting
0+
0+
Active Agentic AI Bots
0+
0+
Wealth Manager Clients
00
00
Locations
Impact Numbers
Real results in numbers that speak for themselves
$0B+
$0B+
Assets Under Reporting
0+
0+
Active Agentic AI Bots
0+
0+
Wealth Manager Clients
00
00
Locations
Impact Numbers
Real results in numbers that speak for themselves
$0B+
$0B+
Assets Under Reporting
0+
0+
Active Agentic AI Bots
0+
0+
Wealth Manager Clients
00
00
Locations
Impact Numbers
Real results in numbers that speak for themselves
$0B+
$0B+
Assets Under Reporting
0+
0+
Active Agentic AI Bots
0+
0+
Wealth Manager Clients
00
00
Locations
The Finance & Technology Experts
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.
The Finance & Technology Experts
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.
The Finance & Technology Experts
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.
The Finance & Technology Experts
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.
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