Learn how Charli AI's tools are empowering wealth advisors with real-time insights
Charli AI (soon to be Charli Capital) has earned its place as a WPCW 5-Star Wealthtech Provider through revolutionizing how investment advisors access data. Led by CEO Kevin Collins, Charli AI has provided real-time insights allowing wealth professionals to stay ahead in a rapidly changing financial landscape.
In a recent interview with David Kitai on WPTV, Collins discussed how Charli’s AI tools have helped advisors navigate industry shifts. “The wealth management industry has faced significant challenges due to economic and geopolitical conditions,” he said. “AI gave advisors the insights needed to meet these challenges, especially as private investors sought more control over their strategies.”
The key innovator driving Charli’s success was unlocking data from over 75 million companies, particularly in private markets. This has allowed advisors to process critical information in minutes, which would have traditionally taken weeks.
“Private markets were a ‘black box,’ with data locked away from most investors,” Collins explained. “AI unlocked these opportunities and made private company data just as accessible as public company data.”
Collins also highlighted the importance of ensuring accurate AI-driven insights. “AI should never just regurgitate pre-trained data. At Charli, we sourced real-time, trusted information and built in fact-checking mechanisms to ensure accuracy and security.”
Charli’s tools haven’t just delivered faster insights — it gave wealth managers more time to focus on what truly mattered: their clients. “AI gave advisors time back,” Collins said. “Instead of crunching numbers, they could focus on clients’ long-term goals and custom strategies.”
By providing powerful, AI-driven tools, Charli Capital has helped advisors scale their businesses while maintaining quality client relationships. “Advisors can now serve more clients and comply with evolving regulations without trimming their product offerings,” Collins added.
As Charli Capital continues to innovate, it is establishing itself as a leader in wealthtech, helping financial professionals embrace AI in a secure, tailored way.
To learn more about Charli Capital’s AI-driven solutions and how it can transform your practice, watch the full interview now.
