About Charli AI
The Game-Changing AI Operations Platform Built for Financial Services
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 AI
Charli AI 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
Joel Emery
Co-founder & CPO
Elham Alipour
Chief Scientist
Jett Winter
EVP Business Development
Joanne Hemstead
VP Service Delivery