[ Company ]

Love of finance. Passion for visualization.

At ChartIQ, we're exclusively focused on building HTML5 financial charting and data visualization solutions for capital markets applications.

The world of capital markets technology has been plagued by expensive, legacy technology. These systems use massive amounts of information to flood traders with data instead of empowering them with insight. ChartIQ’s HTML5 financial charting, data visualization, and frameworks are purpose-built to help small fintech startups, retail brokerages, and institutional banks develop industry-leading trading and analysis tools. ChartIQ brings financial data to life, from idea identification to opportunity analysis and trade execution.

ChartIQ is the first and only professional-grade advanced HTML5 charting library for technical analysis that works seamlessly across desktop, web, tablet and mobile. ChartIQ greatly improves user experience, time on site, conversion rates, and retention rates by expanding beyond traditional charts. Users are able to interact and engage with financial data through customized charts that matter most to them. Better yet, ChartIQ makes financial data actionable with visual trading from the chart.

Executive Team

Dan Schleifer

Co-Founder, CEO

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

Co-Founder, CTO

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.


Advisors and Investors

Josh Elwell

Board Member

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.


John McEvoy

Advisor and Investor

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.


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.


Mark Whitcroft

Board Member and Investor

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 Widgor

Advisor and Investor

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 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 have 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.


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 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

Accelerator and Investor

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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