Charli Capital

About

Charli Capital is an AI-driven market intelligence platform that specializes in financial analysis for both public and private markets. The company offers automated insights to investors, advisors, and financial institutions, focusing on efficiency and data-driven decision-making. Charli Capital provides standardized investment scorecards and real-time market analysis for over 2 million companies, leveraging its proprietary Multidimensional AI™ technology to aggregate data from sources like Nasdaq and SEC EDGAR. Following its rebranding after acquiring Sums Capital in April 2025, Charli Capital has enhanced its offerings to include private market insights, facilitating capital allocation for startups and improving investor reporting and valuations. The platform connects private companies with pre-qualified investors and brokers, streamlining the investment process. Charli Capital has been recognized for its innovation in private investing and actively participates in industry events to showcase its advancements in financial technology.