# collation.ai

**Source:** https://www.startuphub.ai/startups/collation-ai
**Profile type:** Startup

> 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.

## Key facts

- **Slug:** collation-ai
- **Website:** https://collation.ai/
- **Location:** Stamford, United States
- **Founded:** 2022-01-01
- **Operating status:** Active
- **Total funding:** $12M
- **Sectors / tags:** Document / Data Management, Fintech, Wealth Management, Data Management, Workflow Automation, Data Aggregation, Data Warehousing, Regulatory Compliance, Financial Services, Agentic AI, AI Infrastructure
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/collation-ai

## Frequently asked

### What does collation.ai do?

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.

### What is collation.ai's valuation?

StartupHub estimates collation.ai's effective valuation at $86.1M (range $60.3M to $111.9M, 36% confidence), based on comparable companies in the sector.

### How much funding has collation.ai raised?

collation.ai has raised a total of $12M in funding. The most recent round on record is Series A.

### Where is collation.ai headquartered?

collation.ai is headquartered in Stamford, United States.

### When was collation.ai founded?

collation.ai was founded in 2022.

### What industry does collation.ai operate in?

collation.ai operates in Document / Data Management, Fintech, Wealth Management, Data Management, Workflow Automation, Data Aggregation.

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