Loading profile…
People · Technology
Tanmai Sharma — CEO and Founder · Collation.AI · New York City Metropolitan Area.
Direct contact
Reach Tanmai directly.
1 verified contact method on file — work email. Masked until you unlock.
- tan•••••••@••••••.••
Reveal contact — first one free
Free account, no card required. Your first unlock is on us.
Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
Or explore more contacts in this database — from 45 credits.
About
''Collation.AI'', is The Trusted Data Foundation for AI-Powered Wealth Management.-Business Overview-We create the data infrastructure that powers AI agents like Claude—enabling automated reporting, analytics, and workflows for wealth managers with trusted, household-level data.-Clients-Single and Multi Family Offices, RIAs and Enterprises (e.g. Banks, FinTechs).-Deployment-Deployed as a data orchestration layer overlaying your existing tech stack or SaaS, or as a standalone solution-Infrastructure-Data warehouses, bots for data ingestion (APIs, SFTPs, PDFs), reconciliation, unified data models, compliant vibe coding with guard rails and MCP server for talking to your data in plain English.-Bring your Own Front End-Advisors build their own client-built portals using vibe coding tools. We provide the AI harness with authentication, calculations as code, and connection to your client-owned database.
Experience