Collation.AI Company Contacts

Collation.AI is a comprehensive data aggregation and reporting platform offering AI-driven backoffice, portfolio analytics, and client reporting solutions for Wealth Managers. We originated from the WealthTech provider Canopy.cloud, which reports on over USD 170 billion in assets and is supported... Read More

Contacts

Country

United States

City

Stamford

Headquarters

Stamford, Connecticut

Profile

Founded

2023

Industry

IT Services and IT Consulting

Size

2 - 10

Specialties

Data Aggregation, Portfolio Analytics, Client Reporting, Backoffice, AI, Artificial Intelligence, Investment Management, Wealth Management, RIA, Registered Investment Advisor, External Asset Manager, Family Office, WealthTech, FinTech, HWNI, UHNWI, Private Bank, Trust, Fiduciary, Accountants

Collation.AI Company Contacts

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