Governed AI Infrastructure for Capital Markets

Charli is built to meet the regulatory standards of the financial industry.

Replace AI uncertainty with reasoning governance and transparency.

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Charli AI - Governed Reasoning for Financial Services

Trusted AI is the next financial infrastructure layer.
Charli has built it for you.

Equity Research on Demand, Automated Financial Research, Charli AI

Why Standard AI Fails in Regulated Finance

Black Box AI is not compatible with the Financial industry.
In regulated, public-market environments, explianability, auditability and repeatability are mandatory.

The Black Box Barrier
“Architecturally Incompatible”

Generative and probabilistic models produce non-deterministic outcomes. You cannot sign off on an answer that changes every time you ask.

The Audit Vacuum
“No Verifiable Lineage”

In standard AI, there is no audit trail showing how conclusions were formed or which inputs mattered. This breaks regulatory accountability.

The Pilot Trap
“Stuck in Experimentation”

Without reasoning governance, AI remains trapped in experimental workflows, unable to touch production systems.

To operate safely in regulated markets, you need AI that’s governed — every conclusion traceable, defensible, and aligned with your policies.

The Solution:
Charli Governed AI Infrastructure

Charli is the Assurance Layer in the financial stack.

Governed Reasoning: Charli governs how conclusions are formed, not just how data is stored.

Policy-Bound Execution: Reasoning is explicity constrained by the risk policies and regulatory obligations of your business and industry.

Full Lineage: Every inference is traceable, explainable, and defensible from input to outcome.

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

One Platform. Three edges.
Charli offers a unified stack for the entire market.

Charli for
Institutions

Intelligence Layer for Modern Finance

Stop building from scratch. Launch institutional-grade AI capabilities across the entire firm with a single, secure API built for seamless enterprise integration.

For: CTOs, Heads of Digital Transformation, Product Engineering

Use Cases: API-first governed agentic framework, custom model deployment, secure workflow integration

Charli for
Issuers

Strategic Readiness & Narrative Control

Take control of your corporate narrative with AI-driven market readiness. Streamline reporting, investor workflows, and compliance. Raise capital by ensuring your company is always transaction-ready.

For: CFOs, Founders, IROs

Use Cases: Market readiness, cap table management, investor reporting

Charli for
Investors/Analysts

Auditable Intelligence on Demand

Move from search to synthesis. Charli delivers deep, cross-factual intelligence with an audit trail for every conclusion, so you can unlock market potential quickly with confidence in every decision.

For: Buy-side Analysts, Portfolio Managers, Due Diligence Team

Use Cases: Automated due diligence, cross-factual valuation, portfolio monitoring

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Empowering Finance with Innovation

Charli is partnering with industry leaders and empowering you to make data-driven decisions to maintain your competitive edge in the market.

Get Your Complimentary Gartner Report On AI Workflow Orchestration and Agentic AI.

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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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