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.
Impact Numbers
Real results in numbers that speak for themselves
The Finance & Technology Experts
Collation.AI is a Compliance-Friendly AI Infrastructure for Financial Services.
We create AI native infrastructure for wealth managers, enabling AI-powered analytics, reporting, workflows, and business efficiency.
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.
Ready to Transform Your Data Operations?
Let our team show you how Collation.AI can solve your wealth management data challenges with our Agentic AI Bots.