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 by many Family Offices, Credit Suisse, and UBS.

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 an MD at Deutsche Bank, with 20 years of trading expertise in prominent international trading floors, focusing on analytics and arbitrage.