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    Charlie

    At a Glance

    Finance / Fintech

    11-50

    Overview

    Charlie is a financial technology startup dedicated to creating a seamless banking experience tailored specifically for tech-savvy retirees. Aiming to meet the unique needs of this demographic, Charlie builds digital banking solutions that prioritize convenience, accessibility, and personalized customer care, eliminating traditional banking frustrations like long wait times. The company is led by a team with deep experience in the sector, including its CEO, Kevin Nazemi, a co-founder of Oscar Health. Charlie’s values center on integrity, empathy, and mutual respect, with a commitment to treating every customer as if they were family. This ethos guides daily operations and decision-making, reflecting a culture that prioritizes trust and community engagement. Employees are encouraged to take initiative and collaborate across functions, contributing to an innovative environment as they work to transform the future of banking for retirees.

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