Charli AI

The Automated Analyst for Wall Street

Effortlessly generate detailed financial research reports with Charli, delivering rapid insights and analysis at a fraction of the time and cost.

Discover how Charli transforms complex financial tasks into streamlined, efficient processes with just a few clicks

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

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

Interact with the data like never before and ask questions of the AI to perform deep analysis

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.

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.

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.

Charli is the creator of Multidimensional AI™. We offer innovative AI applications that are secure, regulatory compliant and scalable for Financial Services.

Kevin  Collins

Kevin Collins

  • Chief Executive Officer (CEO)
  • Founder
Joel  Emery

Joel Emery

  • CPO: Chief Product Officer
  • Co-Founder
Elham  Alipour

Elham Alipour

  • Chief Scientific Officer (CSO)
Jett  Winter

Jett Winter

  • EVP Business Development
Joanne  Hemstead

Joanne Hemstead

  • VP Service Delivery