Public and Private Market Intelligence
Gain instant access to investment insights for over 2 million public and private companies.
Uncover hidden opportunities with Charli’s standardized AI driven investment scorecards.
Stock Market Analysis and Investment Guidance On Autopilot.
Trusted, Reliable & Secure Data
Let Charli Help you Monitor your Investments and Notify you When Market Changes Affect your Portfolio
Pi Quadrant Index ratings for Market Sentiment and Financial Fundamentals
Buy-Sell indicators and visualization charts
Fair Market Value Analysis on a per stock basis
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Capture the power of AI to leverage the data within Nasdaq, SEC EDGAR and other important data sources
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Eliminate hours of tedious work gathering data, copying and pasting data, and generating basic reports
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Interact with the data like never before and ask questions of the AI to perform deep analysis
Empowering Finance with Innovation
Partnering with industry leaders and empowering you to make data-driven decisions to maintain your competitive edge.
Charli Recognized as a Cool Vendor for Artificial Intelligence in Banking and Investment Services
We are proud to announce that Charli has been named a Cool Vendor in the November 2024 Gartner® Cool Vendors™ for Artificial Intelligence in Banking and Investment Services report!
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April 23, 2025
Charli Capital Acclaimed in the 2025 WPC 5-Star WealthTech Providers
New York, April 23, 2025 (Global Newswire) —Charli Capital, a leader in AI-powered market intelligence, today announced its recognition as a 5-Star WealthTech Provider by Wealth Professional Canada—a prestigious honor that highlights the most innovative and impactful firms shaping the future of the wealth industry. Wealth Professional Canada conducted a far-reaching analysis of the wealth…
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April 15, 2025
Charli AI Acquires Sums Capital to become Charli Capital and Disrupt The World of Investments with AI-Powered Insights for Private and Public Markets
The acquisition strengthens Charli’s position as the premier provider of AI-driven financial investment Insights for over 2 million private and public companies. April 15, 2025 – Charli, a leader in AI driven market intelligence, announced today that the company entered into an agreement to acquire Sums Capital, an early-stage investment platform specializing in streamlining investor…
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February 25, 2025
AI Is Changing the Wealth Management Industry Forever
Forbes Media Feb 25, 2025, By Gary Drenik, Contributor. As demographics shift to a new generation of investors, wealth managers are facing significant challenges that are turning their investment world upside down. The primary driver for change is the emergence of alternative and private investments and the desire for investors to exert more control over…
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