Charm Finance

Name

Charm Finance

Legal name

Charm Finance

Website

https://charm.fi

Company type

Private

Founded year

2021

Operating status

Operating

Ownership category

akta.pro rank

Product category

Decentralized Liquidity Management

NAICS

Other Investment Pools and Funds (5259)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Yield Aggregators & Strategy Vaults (FSADAMAF)

akta.pro secondary industry

Yield, Vaults & Asset Management (vault strategies, robo-vaults, structured yield) (FSAPAEAG)

Keywords

• Decentralized liquidity management
• Automated LP vaults
• Uniswap V3 automation
• DeFi yield optimization
• Concentrated liquidity management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Protocol Performance Fee: Charm charges a flat performance fee of 2% to 5% on swap fees earned by the vault from Uniswap. If a vault earns $100 in fees from Uniswap, depositors receive $98 and Charm receives $2. There are no exit fees, AUM fees, or other fees.
2. Vault Manager Fees (Optional): Community Vault managers may charge additional fees on top of Charm's protocol fee. For example, if a manager charges 5% and Charm charges 2%, depositors receive $93, the manager receives $5, and Charm receives $2 from $100 in fees. Maximum manager fee is 20% of fees earned.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Charm Finance is a permissionless, decentralized liquidity manager that automates Uniswap V3 LP position management through on-chain "Alpha Vaults." Any user can create an LP vault for any Uniswap V3 pool with a single transaction; the underlying AlphaProVault smart contracts use mean-reversion-based strategy parameters to automatically rebalance positions so they never fall out of range, enabling higher passive yields for liquidity providers. Charm monetizes via a flat 2–5% performance fee on the swap fees earned by each vault, and the platform is deployed across 11 blockchain networks.

Product overview

Charm Finance offers Alpha Vaults as its core product—a permissionless liquidity manager built for Uniswap V3. The platform enables users to create LP vaults that automatically manage liquidity positions using mean reversion strategies. Key features include a backtesting tool for strategy validation, a vault creation interface with configurable parameters, and performance tracking with on-chain transparency. The system supports strategy categories (Narrow-Range for high-risk/high-reward farming and Wide-Range for long-term stable returns) and is available across multiple blockchain networks including Ethereum, Polygon, Arbitrum, Optimism, Base, Boba Network, Linea, Scroll, Blast, Katana, and Berachain.

Differentiator

Problem solved

Functional benefit

Brands

• Alpha Vaults: The flagship product - a permissionless liquidity manager and the easiest way to provide and manage liquidity on Uniswap V3. Alpha Vaults creates LP vaults that automatically manage liquidity positions to maximize yields for liquidity providers.
• Alpha Vaults v2
• Charm Simulator

Products and services

• Alpha Vaults v1 Permissionless, on-chain liquidity management product for Uniswap V3. DeFi users (individuals, DAOs, and projects) connect a self-custodial wallet, create an LP vault for any Uniswap V3 pool with a single transaction, and deposit funds; the AlphaProVault smart contract automatically rebalances the LP position using mean-reversion-based strategy parameters so it never falls out of range, generating passive swap-fee yield for depositors.
• Alpha Vaults v2 Second major version of the Alpha Vaults permissionless liquidity manager, with updated default strategy parameters (baseThreshold, limitThreshold, fullRangeWeight, period) and additional features such as support for community vault managers who can charge optional fees (up to 20% of fees earned) on top of the protocol performance fee. Built on the same AlphaProVault smart contract architecture as v1 and deployed across 11 blockchain networks.

Quantifiable outcome

• 22x better capital efficiency on average vs Uniswap V2/Sushiswap V2/full-range Uniswap V3, with specific vaults achieving up to 164x improvement
• +4 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature8 records

Partnerships

One partnership is on record.

• GelatocoreTechnology or IntegrationGelato Functions 1Balance is integrated as the recommended automation provider for vault rebalancing. Charm's documentation provides a step-by-step walkthrough for users to set up automated rebalancing using Gelato. This is a first-class integrated automation solution within Charm's product workflow, enabling truly passive liquidity management without manual intervention.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Yearn Finance: Pioneering DeFi yield aggregator that automates vault strategies to optimize returns. Yearn's automated vault model is conceptually similar to Charm's permissionless vaults, though Yearn covers a wider range of strategies beyond Uniswap V3 LP management.
• Sommelier Finance: DeFi protocol that runs automated, multi-chain yield strategies via off-chain computation and on-chain execution (Cellar vaults). Directly comparable to Charm as a permissionless strategy-vault platform, with stronger cross-chain ambitions.
• Beefy Finance: Multi-chain yield aggregator and auto-compounder that automates DeFi yield strategies across numerous protocols. Overlaps with Charm in the yield-optimization layer, though Beefy is broader (covers more protocols) while Charm specializes in Uniswap V3 LP management.
• Gamma Strategies: Concentrated-liquidity management protocol on Uniswap V3 that automates LP strategies, including active rebalancing and fee compounding — directly comparable in mechanism and user base to Charm's Alpha Vaults.
• Arrakis Finance: Direct competitor focused on automated concentrated-liquidity management on Uniswap V3, offering vaults and liquidity mining infrastructure with overlapping target users (LPs and protocols). Closest direct functional analog to Charm's Alpha Vaults.
• Convex Finance: DeFi protocol that aggregates Curve LP positions to boost yields and distribute governance rewards. Comparable to Charm as a DeFi liquidity-optimization layer, though focused on Curve rather than Uniswap V3.
• Idle Finance: DeFi yield aggregator offering automated strategies across lending markets and LPs, with algorithmically optimized allocation. Comparable to Charm as a yield-automation platform, though broader in asset coverage and strategy type.

Emerging players

• Steakhouse Financial: Specialized DeFi liquidity management and MEV-aware strategy provider for concentrated-liquidity pools. Overlaps with Charm on Uniswap V3 LP strategy automation but emphasizes institutional and protocol-treasury use cases.

Others

• Gelato Network: Web3 automation infrastructure provider integrated as Charm's recommended keeper for automated vault rebalancing. Included as a strategic technology partner rather than a competitor, but functionally an enabler of Charm's passive LP experience.

Broad incumbents

• Uniswap Labs: The dominant DEX protocol on which Charm's entire product is built. While not a direct liquidity-management competitor, Uniswap's roadmap (v4 hooks, native LP tooling) is the single largest determinant of Charm's product viability and competitive positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/CharmFinance
• GitHubgithub.com/charmfinance

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Charm Finance