collation.ai
Agent59Agent Readiness: 59/100. Top 25%. Measured by StartupHub.ai. Median 41.Trust69Data Trust: 69/100. Above median. Measured by StartupHub.ai. Median 61.AI for document collation
About
Collation.AI creates AI infrastructure that automates reporting, analytics, and workflows for wealth managers, Registered Investment Advisors, and family offices. Their Agentic AI Bots extract, clean, and centralize financial data, enabling smart analytics and custom report building through simple prompts. This solution aims to break through data barriers, improve business efficiency, and create a future-proof, scalable tech stack.
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Key facts
- Website
- collation.ai
- Headquarters
- Stamford, United States
- Founded
- 2022
- Total funding
- $10M (Series A)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 15 Jul 2025 | Series A | $10M | Venrock Healthcare Capital Partners |
Tech stack
Detected on collation.ai, last scanned 9 Nov 2026. Run your own scan
- Compliance
- SOC 2, ISO 27001
- Frontend
- Next.js, Tailwind CSS
- Support
- HubSpot
- CMS / Builders
- Power Pages
- Email provider
- Microsoft 365
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Frequently asked
Is collation.ai trustworthy and reputable?
StartupHub's Data Trust & Reputation score for collation.ai is 69 out of 100, a generally safe rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has collation.ai raised?
collation.ai has raised a total of $10M in funding. The most recent round on record is Series A.
A tool we built
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SEC filings, insider activity, nonprofit links and pay benchmarks for collation.ai:
Company details: from public sources. Funding: no announced round on file. Ownership: not yet claimed by the company. Scores: measured by named tools; each links to its method. Our rules
