What is Collation.AI?

Collation.AI creates AI native infrastructure for wealth managers, enabling AI-powered analytics, reporting, workflows, and business efficiency. We service Single and Multi Family Offices, RIAs, and Enterprises like Banks and FinTechs.

What does AI native infrastructure include?

Our infrastructure includes customer-hosted data warehouses, AI bots for data ingestion from any source (APIs, SFTPs, PDFs, websites), automated data reconciliation and cleansing, unified data models, and compliant AI coding with guardrails for secure access.

Who uses Collation.AI?

We serve 25+ wealth management clients including Single and Multi Family Offices, RIAs, and Enterprises such as Banks and FinTechs, managing over $100 billion in assets under reporting with 100+ active AI bots.

How is Collation.AI deployed?

Collation.AI can be deployed as an overlay on your existing tech stack/SaaS or as a standalone solution. The data warehouse is hosted in your own Azure or AWS account with full admin-level access.

What makes Collation.AI different from other wealth management technology vendors?

Collation.AI provides true AI-native infrastructure with compliance guardrails, allowing wealth managers to use AI tools like Claude Code securely. We offer customer-hosted data warehouses, automated data ingestion from any source, and built-in compliance controls that prevent PII leaks and enforce role-based access.

Published on

Apr 9, 2026

Collation.AI Makes It to #WealthTech100 List Again!

We're thrilled to announce that Collation.AI has been selected for the WealthTech100 2026 list — marking another year of recognition as one of the world's most innovative WealthTech companies.

The WealthTech100 is an annual list curated by a panel of industry experts and analysts, highlighting 100 companies that are shaping the future of wealth and asset management, private banking, and financial advisory services worldwide.

Why the WealthTech100 Matters

This recognition represents more than just an award. The WealthTech100 list serves as a strategic resource for leaders in wealth and asset management as they evaluate digital transformation strategies and develop new customer propositions.

Previous WealthTech100 lists have generated significant awareness among investment firms and the wider asset management community. Companies featured on the list have been approached directly by financial institutions and asset managers, while others have experienced warmer receptions from prospective clients and partners.

Shaping the Future of Investment Management

The 2026 list has been updated to recognize the next generation of solution providers who are making a lasting impact on the investment industry. The selection aims to help senior executives and investment professionals evaluate which digital wealth management and financial advisory models have true market potential and are most likely to succeed.

Our Commitment to Innovation

At Collation.AI, we're honored to be recognized alongside other industry leaders who are pushing the boundaries of what's possible in WealthTech. This recognition validates our mission to transform wealth management operations through AI-native infrastructure and agentic automation.

We remain committed to empowering wealth managers, RIAs, and family offices with the tools they need to streamline data operations, eliminate manual workflows, and focus on what matters most — serving their clients.

Learn More

You can download the full WealthTech100 2026 report at fintech.global/wealthtech100.

Thank you to our clients, partners, and the entire team at Collation.AI for making this recognition possible. Here's to continuing to innovate and drive meaningful change in the wealth management industry.