Sign In

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

Jun 13 · linkedin

Collation.AI 's #casestudies series continues.. A 🗽 New York based #RIA is using a General Ledger system and is very happy with it in general.. But now they need 💰 Investment Performance Metrics 💹

more information on https://collation.ai/

Collation.AI 's #casestudies series continues.. A 🗽 New York based 
#RIA is using a General Ledger
May 7 · linkedin

CollationAI's #casestudies series continues.. An 🇺🇸 US-based #wealthmanager has been getting a daily #datafeed from a data aggregator containing most of their liquid investments. However, they've 🙈 never been able to reliably calculate short term and long term realized gains 😱

further information on https://collation.ai/

CollationAI's #casestudies series continues.. An 🇺🇸 US-based #wealthmanager has been getting a dai

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?
Tanmai Sharma
Add to my network

Location

New York City Metropolitan Area