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

About Charli

The Game-Changing AI Operations Platform Built for Financial Services

As creators of Multidimensional AI™, we offer innovative AI applications that are secure, regulatory compliant and scalable. The Charli platform allows organizations to get more done, in less time, by reducing content chaos and manual effort, leaving workforces to focus on contributing their expertise, not having to dig for data.
The idea for Charli started with a simple, yet powerful question: What if professionals could have a “Chief of Staff” to handle the time-consuming tasks that take away from their most important work?

Executives and analysts at large companies are often overwhelmed by tedious tasks, spending hours on research, digging through mountains of data, and sifting through long, complex financial documents. But what if there was a solution that could free up time for strategic decision-making?

Drawing on years of experience in AI and automation, our team set out to create a secure AI-powered assistant that would be able to perform complex, repetitive tasks—like analyzing financial data and generating detailed reports—at a fraction of the time it takes a human to accomplish. By pulling data from trusted, real-time sources, Charli delivers accurate, up-to-date insights that help users make better decisions, faster.

Meet the People Behind Charli

Charli is a tech powerhouse backed by an expert team of Ph.D. scientists, engineers, and content management experts who are pushing the boundaries of innovation in the AI-driven intelligent content management and generation space.

Kevin Collins
Founder & CEO
Kevin brings over 20 years of experience in AI and technology innovation. Before co-founding Charli, Kevin was the CEO and co-founder of Bit Stew Systems, where he led the development of AI applications for industrial IoT. His work on digital twins and scalable AI models laid the foundation for Charli’s mission to create AI-powered solutions that tackle complex tasks.
Joel Emery
Co-founder & CPO
With a career leading projects and businesses at major companies like Nokia and Intel, Joel has always been at the forefront of innovation. He built one of the first Android phone in partnership with Google and led initiatives at Wind River Systems with software that runs on the Mars Rover, a testament to his technical excellence. Joel brings his deep knowledge of IoT, cloud computing and Artificial Intelligence to Charli.
Elham Alipour

Chief Scientist

Jett Winter

EVP Business Development

Joanne Hemstead

VP Service Delivery

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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