Headquarters:
Vancouver, BC
Year founded:
2019
Number of employees:
25
Phone:
604 657 7061
Email:
marketing@charli.ai
Website:
charliai.com
LinkedIn:
linkedin.com/company/charliai
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins,
CHARLI CAPITAL
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CHARLI CAPITAL
Kevin Collins
CEO and Founder
Joel Emery
CPO and Founder
Elham Alipour
Chief Scientist
Leadership
Kevin Collins brings over 20 years of experience in AI and technology innovation. Before co-founding Charli, he was the CEO and co-founder of Bit Stew Systems, where he led the development of AI applications for industrial IoT.
His work on digital twins and scalable AI models laid the foundation for Charli’s mission to create AI-powered solutions that tackle complex tasks.
CEO and Founder
Kevin Collins
With a career leading projects and businesses at major companies like Nokia and Intel, Joel Emery has always been at the forefront of innovation. He built one of the first Android phones in partnership with Google and led initiatives at Wind River Systems with software that runs on the Mars Rover, a testament to his technical excellence. Emery brings his deep knowledge of IoT, cloud computing, and AI to Charli.
CPO and Founder
Joel Emery
Elham Alipour is a leading physicist and AI expert with a PhD from the University of British Columbia (UBC), specializing in artificial intelligence, natural language processing (NLP), multimodal analysis, and quantum computation. She is the chief scientist at Charli AI, where she drives the development of AI solutions that help financial enterprises reduce costs, accelerate growth, and improve operations.
Prior to Charli AI, Alipour worked as a staff data scientist at GE Digital, focusing on the Industrial Internet of Things (IIoT), and as an optimization researcher at 1QBit, advancing quantum computing solutions. A passionate advocate for women in STEM, she has led initiatives to empower women in science and technology, including her role as head of GE’s Women’s Network Hub in Vancouver.
Alipour holds a BSc from Sharif University of Technology and a PhD in Physics from UBC.
Chief Scientist
Elham Alipour
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“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins,
CHARLI CAPITAL
“Automation has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins,
CHARLI CAPITAL
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“Automation has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins,
CHARLI CAPITAL
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins,
CHARLI CAPITAL
Read on
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Joanne Hemstead
VP, Service Delivery
Joanne Hemstead is a results-driven executive with over 25 years of experience in customer experience and delivery across data and analytics, SaaS, and enterprise applications. She has a proven track record of developing and implementing customer-centric strategies that enhance satisfaction and retention while building strong, collaborative teams across diverse functions.
Hemstead has led high-performing teams at organizations such as CGI, GE Digital, VANOC (2010 Olympics), BC Hydro, and Canfor, consistently driving operational excellence and impactful customer interactions throughout the service lifecycle.
VP, Service Delivery
Joanne Hemstead
Jett Winter
EVP, Business Development and Co-Founder
Jett Winter is a seasoned start-up executive with key strengths in strategic business development, business strategy and fundraising/M&A. With deep experiences in enterprise software, data analytics, and AI, he brings a highly focused approach to business execution. His experience spans multiple software companies including Bit Stew Systems, GE Digital, and GE Grid Software.
EVP, Business Development and Co-Founder
Jett Winter
Charli Capital (formerly Charli AI) is a pioneering firm, solving problems in the finance space by leveraging groundbreaking proprietary AI innovation. It has deep roots in advanced technology and regulated environments including AI, big data and analytics, as well as being connected across the finance industry.
The team applies advanced, sophisticated and proprietary AI technology developed over seven years that focuses on delivering the accuracy, security and reliability required in the investment world.
This is evidenced by their secure and trusted automated analyst solution, Charli, that provides a detailed equity research report in less than 20 minutes for both public and private companies.
Kevin Collins, CEO and founder, says, “This is a game changer for wealth managers as Charli can monitor a wide range of equities usually only possible for large teams of analysts that only major firms can afford.”
Three strategic pillars have enabled Charli Capital to succeed:
“Automation has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins,
CHARLI CAPITAL
Alex Ventura
Head of Marketing
Dave Longbottom
Chief Technology Officer
Karen Bannister, CM
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Alex Ventura
Head of Marketing
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Sonia Ahuja
Chief Operating Officer
Sanjay Mehta
EVP and Chief Market Officer
John Laurie
Chief Partnership Officer
Anthony Dippolito
Chief Wellness Officer
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura
Head of Marketing
Damian Palovick
Senior Vice President of Underwriting
AXA XL – Delegated Authority Programs, North America
Dr. Mary Lavoie
Head of Risk Management and Senior Vice President
AXA XL – Delegated Authority Programs, North America
Mark Bernacki
Chief Underwriting Officer
Ryan Armijo
Chief Operating Officer, Underwriting Division
Bob Petrilli
President, Underwriting Division
building the AI core based on a network of specialized models suitable for the finance industry as opposed to a large language model (LLM), allowing for an optimized inference performance, making the solution much more cost and resource effective compared to traditional LLM-based solutions
establishment of strong partnerships with data providers to ensure quality and trusted data is available to be analyzed by the AI
recognition of the importance of data curation, including the need for a sophisticated integration framework to provide full flexibility in financial data connectivity
“We target wealth managers and Registered Investment Advisors (RIAs) that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals who are looking for alternative investment vehicles, such as private equity investment,” says Collins.
Charli Capital’s leadership team has worked together in prior successful AI startups and understand what it takes to build a high-tech business. Collins also has experience of prior successful exits allowing for clear guidance on product strategy and go-to-market, as well as anticipation and navigation of challenges as the business scales.
An outstanding element of Charli Capital’s tech is that it enables customers to access insights otherwise inaccessible to most investors for both private and public companies.
“There has also been a determined approach to leverage automation as much as possible to significantly reduce overhead and eliminate ‘burnout’ for our customers and their employees,” explains Collins. “This has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management.”
Naturally for a dynamic firm, Charli Capital is focused on the future. There are plans to launch a next generation AI platform that can facilitate the intelligent matchmaking of private investors and promising private companies.
Collins adds, “The team moves fast – extraordinarily fast – and is disciplined to ensure that it doesn’t drop the ball, is prepared for future advancements, and embraces an eyes-wide-open fail-fast mentality for learning.”
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