Hi there!
We track 68,000+ AI startups and surface hidden job opportunities that never appear on LinkedIn. Tell us what you're looking for, our AI agent does the searching. It's free and you sign up using Google. Go explore!
Collation.AI
Collation.AI helps wealth managers reduce operating costs and improve workflow efficiency by aggregating financial data with AI bots. It overlays existing tech stacks or operates as a standalone…
Collation.AI
Collation.AI helps wealth managers reduce operating costs and improve workflow efficiency by aggregating financial data with AI bots. It overlays existing tech stacks or operates as a standalone…
TL;DR
What they do: AI-native data aggregation, reconciliation and workflow automation for wealth managers, RIAs and family offices
Founded: 2023 (spun out from Canopy.Cloud)
HQ: Stamford, Connecticut
Security: SOC 2, AES-256 at rest, TLS in transit
Funding: Seed — $1.0M (Mar 2025)
Company Overview
Problem Domain
Wealth management data fragmentation, reconciliation and reporting; operational efficiency and compliance for RIAs, family offices and large enterprises.
Founded
2023
Industry
Finance
Tech Stack
Funding Track Record
$1,000,000
Investor Signal
“Supported by family offices and UBS noted on company materials; seed round reported in Mar 2025”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
Your next opportunity is in here somewhere. Sign up to explore 68,000+ startups and their open roles. No spam. No gamification. Just jobs.
68,000+
Startups
69,000+
Open Roles
2,600+
New This Week