Collation.AI creates AI native infrastructure for wealth managers, enabling AI-powered analytics, reporting, workflows, and business efficiency.
CLIENTS
Single and Multi Family Offices, RIAs and Enterprises (e.g. Banks, FinTechs)
DEPLOYMENT
Setup as an overlay on existing tech stack / SaaS or as a standalone solution
INFRASTRUCTURE
Data warehouses, bots for data ingestion (APIs, SFTPs, PDFs), reconciliation, unified data models, and compliant vibe coding with guard rails