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Tanmai Sharma

CEO and Founder at Collation.AI

Tanmai Sharma is the CEO and Founder of Collation.AI, a comprehensive data aggregation and reporting platform that offers AI-driven solutions for wealth managers. He is an entrepreneur, finance expert, and technology aficionado with a strong background in financial services.

Education and Background:

  • Education: Tanmai Sharma holds a Bachelor of Technology (BTech) in Mechanical Engineering from the College of Technology, G.B.P.U.A&T, Pantnagar, and a Master of Business Administration (MBA) in Finance and Systems from the Indian Institute of Management, Ahmedabad.3
  • Professional Experience: Before founding Collation.AI, Sharma was a Managing Director at Deutsche Bank, where he accumulated over 20 years of experience in trading, focusing on analytics and arbitrage. He also established Canopy.cloud, a WealthTech provider that reports on over USD 170 billion in assets and is supported by prominent financial institutions like Credit Suisse and UBS.13

Current Role at Collation.AI:

As the CEO and Founder of Collation.AI, Tanmai Sharma leads the development of AI-driven back-office, portfolio analytics, and client reporting solutions. His company addresses the pervasive issue of data integration challenges in financial services by creating centralized data warehouses and utilizing AI chatbots for workflow automation.2

LinkedIn Profile:

Tanmai Sharma's LinkedIn profile can be found under the username tanmai-sharma-9b1777. His profile highlights his role at Collation.AI and his extensive experience in the financial technology sector.3

Highlights

Sep 10 · jasonpereira.ca
Collation.AI with Tanmai Sharma | E340 — JasonPereira.ca

Related Questions

What inspired Tanmai Sharma to start CollationAI?
How did Tanmai Sharma's experience at Deutsche Bank influence his approach at CollationAI?
What are some key challenges Tanmai Sharma has faced in developing CollationAI?
How does CollationAI's AI-driven solution differ from traditional data management methods?
What is Tanmai Sharma's vision for the future of CollationAI?
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Location

New York City Metropolitan Area