CHARLI.aiCHARLI.ai
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CHARLI.ai

AI assistant for investment professionals to automate research and analysis.

2021Active

About

CHARLI.ai is an AI-powered platform designed to assist investment professionals by automating tedious research and analysis tasks. It aims to help users discover insights, generate reports, and make more informed investment decisions faster.

Technology stack

detected 2026-06-19
Est. monthly stack spend~$70/mo
EmailSelf-hosted
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Frequently asked

What does CHARLI.ai do?

CHARLI.ai is an AI-powered platform designed to assist investment professionals by automating tedious research and analysis tasks. It aims to help users discover insights, generate reports, and make more informed investment decisions faster.

How much funding has CHARLI.ai raised?

CHARLI.ai has raised a total of $2M in funding. The most recent round on record is Seed.

Where is CHARLI.ai headquartered?

CHARLI.ai is headquartered in New York, United States.

When was CHARLI.ai founded?

CHARLI.ai was founded in 2021.

What industry does CHARLI.ai operate in?

CHARLI.ai operates in Investments, AI Search Engine, AI Tool, Foundation Model, Large Language Model, Retrieval Augmented Generation.