Charli for Private Wealth & Advisory

Grow AUM Using Auditable Infrastructure

Charli delivers audited, policy-bound investment intelligence across public and private companies — enabling defensible recommendations in regulated advisory environments.

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Offer UHNW clients the chance to monitor and manage their private investments within the advisor’s platform, via integration, improving transparency, engagement, and wallet-share retention.

Capital Market Functions

Opportunity Intelligence

Screen public and private companies instantly to find placement opportunities before competitors

AUM Growth

Expand private market coverage managing fiduciary risk and reducing manual analysis — supporting AUM growth without proportional compliance overhead.

Private Data Isolation

Run analysis on “Private Company Data” without risking data leakage to public models.

Private Wealth Use Cases

Market Monitoring & Sentiment Intelligence: Monitor earnings calls and global news for sentiment shifts to enable proactive, context-aware client communications.

Automated Investment Due Diligence (Public + Private): Generate deep-dive research memos across 2M+ companies, synthesizing filings, transcripts, and news into auditable reports.

Portfolio and Watchlist Monitoring: Produce daily insights, high signals, and identify blind spots within a portfolio or watchlist.

Investor Due Diligence (Institutional + M&A): Produce IC-ready diligence packs for institutional allocations and M&A transactions, business/financial snapshots, KPI normalization, competitive landscape, risk register, synergy hypotheses, and auditable source trails.

Private Market Discovery: Identify niche PE/VC opportunities using natural language queries (themes, signals, constraints) rather than rigid filters.

Regulatory & Policy Compliance (Reasoning Governance): Ensure outputs follow firm-specific policies, enforce controls, and provide a complete audit trail for reviews.

How does Charli work?

Charli sits above existing platforms to govern how conclusions are formed and used.
It enforces deterministic, policy-bound reasoning across AI assisted workflows.
Charli provides full traceability and auditability from inputs to outputs.
Enables AI to operate inside production systems, not alongside them.

Why do Regulators trust Charli?

Frame separation: We separate retrieval from reasoning to prevent leakage.
Answer Binding: Every output is technically bound to a source document.
Sovereign Logic: Your data never trains our public models.

Who can Benefit from Charli for Private Wealth:

Chief Investment Officer (CIO)
Chief Compliance Officer (CCO)
Family Offices
Fund Managers
VCs

Charli Easily Integrates With the Tools & Software You’re Already Using

Charli has a vast array of 600+ integrations available for use right out of the box. Align Charli with the software, tools, and products you use every day so you can get more done, in less time, than ever before.