Innovating Capital Markets Technology

Modern Solutions For Legacy Tech

ChartIQ is a profitable fintech startup focused on delivering the smartest software solutions to institutional banks, brokerages, and financial technology companies around the world. We’re laser-focused on providing the fastest path to innovation and have successfully guided many institutions navigating the quagmire of legacy technology and primitive mainframes to a lighter, more powerful stack.

With ChartIQ, teams build better products for web, desktop, and mobile platforms by delivering a consistent (and beautiful) experience and can focus more time on value-driven projects. 


Executive Team
  • Dan Schleifer
    Dan Schleifer
    CO-FOUNDER, Chief Executive Officer
    Dan has spent his career building and taking to market enterprise software solutions in the information security, sales enablement, and financial technology markets. With a huge passion for data visualization, he founded ChartIQ to bring data viz and modern design to capital markets technology.
  • Terry Thorsen
    Terry Thorsen
    CO-FOUNDER, Chief Technology Officer
    In 1994, Terry wrote the first online trading system which later became Ameritrade. He then went on to found Automated Financial Systems, a provider of financial software to banks and brokerages. Terry has held senior management positions at SunGard and Brokat AG.
  • Eugene Sorenson
    Eugene Sorenson
    Chief Product Officer
    A twenty-year veteran of product management and UX design, Sorenson most recently managed the business strategy for Bloomberg’s foundational applications product suite and led the initiative to revolutionize the charting and technical analysis application.
  • Julie Armstrong
    Julie Armstrong
    Chief Commercial Officer
    As key evangelist for the ChartIQ suite of products, Julie supports ChartIQ’s mission to deliver solutions to evolve finance world technologies. Throughout her career, Julie has remained committed to evolving the financial marketplace with new solutions, while remaining loyal to customers and teammates. With over two decades of experience in the financial marketplace, Julie has held leadership roles at Townsend Analytics and CME Group. In 2017, she won a Markets Media Women in Finance award.
Board Members | Advisors | Investors
  • Josh Elwell
    Josh Elwell
    Josh Elwell has substantial experience spanning high-growth technology startups, investment management, and corporate finance. Josh is currently a Managing Partner at ValueStream, where he invests in and advises early-stage financial technology companies.
  • Howard Lindzon
    Howard Lindzon
    Howard has more than 20 years experience in the financial community acting in both an entrepreneurial and investing capacity. With a unique vision for starting, managing, and successfully advising innovative companies, Lindzon is the public face of the Social Leverage entities. In 2008, Lindzon co-founded StockTwits.
  • John McEvoy
    John McEvoy
    John is a serial entrepreneur and passionate angel investor. After more than a decade in derivatives at large investment banks, John left to found Creditex in 1999, which was eventually acquired by Intercontinental Exchange (ICE), owner of the NYSE.
  • Mark Whitcroft
    Mark Whitcroft
    Mark Whitcroft is a Founding Partner at Illuminate Financial Management, a London-based venture capital firm exclusively focused on capital markets financial technology investment globally. Prior to Illuminate, Mark spent eleven years in various capital market roles at HSBC and Deutsche Bank based in London, Hong Kong, Singapore and New York. He has been investing in FinTech companies since 2010 and has worked at a number of FinTech startup accelerators.
  • Paul Wigdor
    Paul Wigdor
    Paul Wigdor currently serves as Managing Partner at Ascendant Advisors, having previously spent 15 years on the buy side and the sell side in a variety of capacities. Paul is a seasoned entrepreneur and has been an active angel investor, advisor and board member to many young companies in a variety of industries.
  • Illuminate Financial Management
    Illuminate Financial Management
    Illuminate Financial Management LLP is a venture capital firm that crosses the chasm between capital markets fintech and the financial institutions it should serve. The firm was founded in 2014 recognizing the growing importance of Fintech, but questioning how much it was contributing to building more sustainable financial institutions. IFM has created partnerships with core strategic investors and a growing number of Capital Markets firms to gain real insight into what the market needs. We leverage this to find, validate and fund early-stage companies and harnessing our extensive experience across banking, entrepreneurship, and consultancy to help these companies achieve their full potential.
  • Digital+ Partners
    Digital+ Partners
    Digital+ Partners focuses exclusively on growth equity investments in B2B technology companies. They support companies with best-in-class technologies to grow into global digital leaders.
  • Social Leverage
    Social Leverage
    Social Leverage is a partnership that invests in exceptional entrepreneurs in the technology space. It partners with promising companies, bringing its own entrepreneurial expertise, relationships, and marketing experience to the fore.
  • Tribeca Angels
    Tribeca Angels
    Tribeca Angels was formed in September 2014 as a FinTech-focused angel club. Tribeca Angels has brought together a network of entrepreneurs and business leaders with deep domain expertise in institutional finance and technology. With over 40 proactive accredited investors, the group has the collective experience and perspective that touches virtually every facet of the institutional finance landscape.
  • ValueStream Labs
    ValueStream Labs
    ValueStream is a venture capital investor and startup accelerator based in New York City with a strong focus on financial technology companies that serve the professional and institutional Financial Services community.

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