

Collation.AI is a comprehensive data aggregation and reporting platform offering AI-driven backoffice, portfolio analytics, and client reporting solutions for Wealth Managers.
We originated from the WealthTech provider Canopy.cloud, which reports on over USD 170 billion in assets and is supported by many Family Offices, Credit Suisse, and UBS.

Chief Revenue Officer at Collation.Ai
https://collation.ai/Zürich, Switzerland