Collation.AI is a Compliance-Friendly AI Infrastructure for Financial Services.

-Business Overview-
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.

Collation.AI

Prashant Surana

This department focuses on the design, development, and implementation of software and technological solutions.

Collation.AI

Org chart

Teams

Engineering Department

Offices