[ Company ]

Love of finance, passion for visualization.

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

The world of capital markets technology has been plagued by expensive, legacy technology. These systems use the massive amounts of information available to traders to flood them with data instead of empowering them with insight. ChartIQ is building the Visual Trade Lifecycle, which brings financial big data to life, from idea identification to opportunity analysis and through to trade execution.

ChartIQ is the first and only professional-grade charting and technical analysis library that works seamlessly across desktop, web, tablet and smartphone. ChartIQ improves the end-user experience, time on site, conversion rates, and retention rates by expanding beyond traditional charts to custom visualizations that intuitively explain and engage customers with the data that matters 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.

@dschleifer

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.

@terrencethorsen

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.

@jell00

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.

@johnmcevoy

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.

@howardlindzon

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.

@MarkWhitcroft

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

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 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.

@IlluminateFM

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.

@SocialLeverage

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.

@tribecaangels

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.

@FinTechNY

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