Collation.AI
PrivateLast Round
Seed
Mar 18, 2025
Total Funding Raised
$1M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Collation.AI is a business/productivity software company that provides an AI-driven data aggregation and reporting platform for wealth managers, family offices, and RIAs.
Sector
FinTech
Verticals
Wealth Management, Data Warehousing, Workflow Automation, Financial Data, Data Integration
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Collation.AI Comparables
Compare Collation.AI with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Asora | 81% | |
| iAltA Holdings | 80% | |
| Copia Wealth Studios | 80% |
Collation.AI Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Mar 18, 2025 |
Key People
Founding team and executive leadership
Market signals
Structured signals derived from secondary market and firmographic data.
- May 18, 2026
Monthly visitors grew 60% MoM, reaching 3.6K.
- Mar 6, 2026
Added Forbes as a customer
Collation.AI Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Collation.AI's valuation, stock price, and market status.
Is Collation.AI a public or private company?
Collation.AI is a private company.
What is the current stock price of Collation.AI?
Collation.AI is a private company with no public stock price. No recent secondary market data is available.
How much is Collation.AI worth (valuation)?
Valuation information for Collation.AI is not publicly available.
Can I buy Collation.AI stock?
Collation.AI shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Collation.AI's last funding round?
Collation.AI's most recent funding round was Seed on March 18, 2025.
Who are the main investors in Collation.AI?
Investor information for Collation.AI is not publicly disclosed.
Will Collation.AI IPO soon?
No public IPO plans have been announced for Collation.AI.
How can I track Collation.AI secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Collation.AI's secondary market activity and sign up for updates.