Founded Year

2016

Stage

Seed VC - III | Alive

Total Raised

$1.1M

Last Raised

$100K | 2 yrs ago

Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

-38 points in the past 30 days

About Charlee.ai

Charlee.ai focuses on artificial intelligence and predictive analytics in the insurance sector. The company provides solutions for insurance providers to manage claims litigation and reserve management processes. Charlee.ai was formerly known as Infinilytics. It was founded in 2016 and is based in Pleasanton, California.

Headquarters Location

4900 Hopyard Road Suite 100

Pleasanton, California, 94588,

United States

855-242-7533

Loading...

Charlee.ai's Product Videos

ESPs containing Charlee.ai

The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.

EXECUTION STRENGTH ➡MARKET STRENGTH ➡LEADERHIGHFLIEROUTPERFORMERCHALLENGER
Insurance / P&C Insurance Tech

The claims triage software market facilitates the triage process in insurance claims management. Claims triage involves the initial assessment and categorization of insurance claims upon first notice of loss. Insurers can use these solutions to optimize resource allocation, expedite the claims handling process, and improve the customer experience. The solutions in this space typically leverage tec…

Charlee.ai named as Challenger among 15 other companies, including UiPath, Guidewire, and Sapiens.

Charlee.ai's Products & Differentiators

    4SeeCharlee

    4SeeCharlee aids claims handlers by providing advanced insights through its severity management, litigation prediction, and **attorney involvement tracking, streamlining decision-making and improving outcomes.

Loading...

Research containing Charlee.ai

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Charlee.ai in 1 CB Insights research brief, most recently on Dec 18, 2023.

Expert Collections containing Charlee.ai

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Charlee.ai is included in 6 Expert Collections, including Auto Tech.

A

Auto Tech

1,895 items

Companies developing battery electric vehicles (BEVs) and fuel cell vehicles (FCEVs) as well as companies working on improvements to battery design, building out charging infrastructure, and launching EV sharing services to help accelerate adoption.

I

Insurtech

4,636 items

Companies and startups that use technology to improve core and ancillary insurance operations. Companies in this collection are creating new product architectures, improving underwriting models, accelerating claims and creating a better customer experience

F

Fintech

9,809 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

I

ITC Vegas 2024 - Exhibitors and Sponsors

699 items

Created 9/9/24. Updated 10.22.24. Company list source: ITC Vegas. Check ITC Vegas' website for final list: https://events.clarionevents.com/InsureTech2024/Public/EventMap.aspx?shMode=E&ID=84001

A

Artificial Intelligence (AI)

20,629 items

I

ITC Vegas 2025

496 items

Based on sponsor list as of 9.22.2025

Charlee.ai Patents

Charlee.ai has filed 3 patents.

The 3 most popular patent topics include:

  • artificial intelligence
  • computational linguistics
  • natural language processing
patents chart

Application Date

Grant Date

Title

Related Topics

Status

11/14/2022

2/13/2024

Natural language processing, Computational linguistics, Semantic Web, Artificial intelligence, Tasks of natural language processing

Grant

Application Date

11/14/2022

Grant Date

2/13/2024

Title

Related Topics

Natural language processing, Computational linguistics, Semantic Web, Artificial intelligence, Tasks of natural language processing

Status

Grant

Latest Charlee.ai News

Charlee.ai and Phoenix Spark Announce Alliance to Advance AI-Driven Claims Intelligence Across North America & Europe

Oct 22, 2025

announced a strategic alliance with Phoenix Spark, the U.S. subsidiary of Phoenix Capital - an Italian consulting and technology services group serving the insurance, banking, payments, and innovation sectors (including startups, innovative SMEs, and enterprises). The partnership will accelerate the deployment of Charlee.ai's advanced claims intelligence solutions across both North America and Europe, empowering insurers, MGAs, and TPAs to improve outcomes and reduce costs through AI. Expanding Reach Across Two Continents Charlee.ai brings to market a proven platform trained on more than 55 million claims, delivering predictive insights for litigation forecasting, claims severity, fraud detection, and reserve optimization. Phoenix Spark will serve as a regional partner in North America and Europe, helping insurers adopt Charlee.ai's platform with localized compliance, integrations, and support. Together, the companies will also coordinate expansion strategies for other geographies, enabling cross-market collaboration and knowledge-sharing. Strategic Benefits • Transatlantic Reach – The alliance strengthens Charlee.ai's footprint in North America, while Phoenix Spark becomes a strategic bridge to the European market and expansion in North America. • Localized Expertise – Phoenix Spark ensures compliance with European regulations such as GDPR, while Charlee.ai brings deep claims expertise for North American insurers. • Smarter Risk Management – Carriers on both continents will gain earlier warnings for litigation, fraud, and high-severity claims. • Operational Efficiency – Automated document analysis, predictive alerts, and workflow intelligence reduce manual review and accelerate decision-making. The leaders of both organizations emphasized that the alliance represents a critical step toward redefining claims intelligence globally. “By combining Charlee.ai's advanced predictive technology with Phoenix Spark's regional knowledge and consulting expertise in the insurance sector and digital transformation, insurers will gain access to powerful, data-driven insights that improve decision-making and financial outcomes,” said Giulio Fezzi, Chairman and Founder of Phoenix Spark. “This shared vision extends beyond technology deployment, aiming to create a cultural shift in how insurers manage litigation risk, fraud detection, and claims severity across two of the world's largest markets”. “Together, Charlee.ai and Phoenix Spark are committed to building a framework for long-term collaboration that bridges continents and connects insurers with solutions tailored to their unique environments” - explained Sri Ramaswamy, CEO/Founder of Charlee.ai. With a focus on innovation, compliance, and operational excellence, the alliance positions both firms to lead the industry forward, setting new standards for how claims are managed in North America and Europe”. About Charlee.ai Charlee.ai is a predictive claims intelligence platform that uses AI, NLP, and machine learning to analyze structured and unstructured claims data. With capabilities in litigation, severity, fraud, and reserve forecasting, Charlee.ai helps insurers, TPAs, and MGAs reduce costs, mitigate risk, and improve claims outcomes. About Phoenix Spark Phoenix Spark Inc. is the U.S. subsidiary of Phoenix Group, a hub for management consulting, corporate finance, and advanced technological and operational services, with a strong focus on insurance, banking, payments, and innovation. With offices in Houston and San Francisco, Phoenix Spark Inc. provides American clients - particularly big tech firms, system integrators, and innovative companies- with project consulting and specialized software development services. A partner of Innovit – Italian Innovation and Culture Hub and member of the Italy-America Chamber of Commerce of Texas, Phoenix Spark acts as a bridge between American innovation and Italian enterprises looking to enter the U.S. market. ( www.phoenixcapital.it/en/phoenix-spark/ Sri Ramaswamy Charlee.ai, Inc email us here Visit us on social media: LinkedIn Instagram Facebook X Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

Charlee.ai Frequently Asked Questions (FAQ)

  • When was Charlee.ai founded?

    Charlee.ai was founded in 2016.

  • Where is Charlee.ai's headquarters?

    Charlee.ai's headquarters is located at 4900 Hopyard Road, Pleasanton.

  • What is Charlee.ai's latest funding round?

    Charlee.ai's latest funding round is Seed VC - III.

  • How much did Charlee.ai raise?

    Charlee.ai raised a total of $1.1M.

  • Who are the investors of Charlee.ai?

    Investors of Charlee.ai include Markd and TalentBridge23 Incubator.

  • Who are Charlee.ai's competitors?

    Competitors of Charlee.ai include Friendly, Pinpoint Predictive, EvolutionIQ, Gradient AI, Sprout.ai and 7 more.

  • What products does Charlee.ai offer?

    Charlee.ai's products include 4SeeCharlee and 3 more.

Loading...

Compare Charlee.ai to Competitors

FRISS Logo
FRISS

FRISS focuses on risk assessment automation for property and casualty (P&C) insurance carriers. The company offers a platform that provides real-time analytics to understand and evaluate the inherent risks in customer interactions, aiming to enhance trust and efficiency in insurance processes. FRISS's solutions enable insurers to automate underwriting, accelerate claims processing, and conduct structured investigations into suspicious activities. It was founded in 2006 and is based in Mason, Ohio.

Carpe Data Logo
Carpe Data

Carpe Data provides predictive data analytics and artificial intelligence solutions for the insurance industry. The company offers services for fraud detection, claims processing, and small commercial underwriting using data science techniques and AI. Carpe Data serves the insurance sector with products aimed at improving the efficiency and accuracy of claims and underwriting operations. It was founded in 2016 and is based in Santa Barbara, California.

I
InsurAnalytics

InsurAnalytics is a data analytics company focused on the insurance sector, specializing in data analysis. The company provides AI and machine learning solutions for claims processing and predictive analytics. InsurAnalytics serves the insurance industry with its cloud-based solutions. It was founded in 2018 and is based in Mountain View, California.

Shift Technology Logo
Shift Technology

Shift Technology specializes in AI decision-making solutions for the insurance industry. The company offers a suite of products that automate and optimize decisions in areas such as fraud detection, claims processing, and underwriting risk assessment. Its AI-driven tools are designed to enhance operational efficiency and improve the policyholder experience. It was founded in 2014 and is based in Paris, France.

CLARA Analytics Logo
CLARA Analytics

CLARA Analytics operates in the insurance sector, focusing on claims management. The company provides machine learning products that assist in claims processing by analyzing medical notes, bills, and other claim-related documents. It was founded in 2017 and is based in Sunnyvale, California.

Skopenow Logo
Skopenow

Skopenow is a company specializing in open-source intelligence and threat intelligence within the security and investigative sectors. Its offerings include tools for entity search, link analysis, situational awareness, and automated fraud and risk signaling, aimed at helping organizations detect and analyze threats and fraud. Skopenow serves sectors such as insurance, legal, government, law enforcement, and media. It was founded in 2016 and is based in New York, New York.

Loading...

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.