Charli AI is now Charli Capital. See the details of the announcement here.

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.

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Equity Research on Demand, Automated Financial Research, Charli AIEquity Research on Demand, Automated Financial Research, Charli AIGartner Cool Vendor 2024AI Partnership ProgramIntellyx Digital Innovator 2024

Stock Market Analysis and Investment Guidance On Autopilot.

Private and Public Market Intelligence
Trusted, Reliable & Secure Data
Factset StockNasdaq StocksTSX StocksSedar StocksSEC Edgar Stocks

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
Equity Research, Automated Financial Research, Private and Public Market Intelligence
Equity Research, Automated Financial Research, Private and Public Market Intelligence

01

Capture the power of AI to leverage the data within Nasdaq, SEC EDGAR and other important data sources

Equity Research, Automated Financial Research, Private and Public Market Intelligence

02

Eliminate hours of tedious work gathering data, copying and pasting data, and generating basic reports

Equity Research, Automated Financial Research, Private and Public Market Intelligence

03

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.
Gartner, Equity Research, Automated Financial ResearchNasdaq EquityAi Partnerships Corporation, Equity Research, Automated Financial ResearchDeloitte, Equity Research
TSX EquitySedar EquitySEC Edgar Equitynvidia equity, equity research

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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Gartner Cool Vendor 2024

News & Insights

News
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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News
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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News
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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