Show Summary – Episode 10
Michael Perez will interview Collation.AI – a data aggregation and reporting platform and SumIt – a new generation general ledger. Both startups leveraged our My Family Office Tech & Ops Conference in November 2023 as a launchpad to introduce themselves.
About the Moderator
Michael Perez, Managing Director, Family Office Practice at F2 Strategy
Michael has over 25 years of experience in professional services for wealth management, specializing in private banking and trust companies. His expertise includes asset management, finance transformation, merger integration, and process improvement. Previously, he owned a New York-based technology consulting firm serving prominent trust companies. Michael’s background also includes roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking. He resides in New York.
Collation.ai
Collation.AI is a comprehensive data aggregation and reporting platform offering AI-driven backoffice, portfolio analytics, and client reporting solutions for Wealth Managers. Collation.AI 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.
Represented by Tanmai Sharma, CEO & Founder
Our CEO & Founder, Tanmai Sharma, is an entrepreneur, finance expert, and technology aficionado. He established Canopy.Cloud and engineered the core analytics platform. Prior to Canopy, he was an MD at Deutsche Bank, with 20 years of trading expertise in prominent international trading floors, focusing on analytics and arbitrage.
SumIt
SumIt is a next generation general ledger-based software focused on centralizing, consolidating, and automating family office financial data through an intuitive interface. Go beyond the limitations of basic family office accounting software such as Excel and QuickBooks, and avoid the painful headaches of overly advanced systems.
Represented by Alexandre Lin, Co-founder & CEO
Alex is gen 2 in his family office focused on real estate. He built SumIt with the pain points of family offices specifically in mind. Alex used to be a management consultant before turning into the world of technology start-ups.
