Love of Finance. Passion for Visualization.

Executive Team
  • Dan Schleifer
    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
    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.
  • Christian Hall
    Christian Hall
    COO
    Christian has been creating and transforming software, and the product and engineering organizations building it, for over 20 years. He comes to ChartIQ from Equifax, where he led both product and technology innovation teams. Christian is passionate about strategy, team dynamics, and design, and has built systems for large institutions and well-known brands in consumer goods, publishing, industrial materials, and financial services.

Powering Capital Markets with HTML5 Solutions

See how institutional banks, brokerages, and financial technology consultancies are harnessing ChartIQ’s technology to build better products for web, desktop, and mobile platforms.

CUSTOMERS AND PARTNERS



Board Members / Advisors / Investors
  • Mark Whitcroft
    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.
  • Julie Armstrong
    Julie Armstrong
    BOARD MEMBER
    Julie Armstrong joined CME Group in February 2011 and serves as Executive Director, Market Technology Services. She is responsible for sales and product development efforts globally across all customer segments for the company’s co-location, software and connectivity businesses.
  • Josh Elwell
    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
    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.
  • Paul Widgor
    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.
  • Howard Lindzon
    Howard Lindzon
    INVESTOR
    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.
  • Illuminate Financial Management
    Illuminate Financial Management
    INVESTOR
    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.
  • Social Leverage
    Social Leverage
    INVESTOR
    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
    INVESTOR
    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
    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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