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§ Private Profile · New York City, NY, USA
Financial technology software develops HTML5 charting libraries and desktop integration platforms for financial firms.
Based in Charlottesville, Virginia, ChartIQ develops professional-grade HTML5 charting libraries and the Finsemble desktop integration platform for real-time financial data visualization and complex workflow automation. The company provides its software licenses and specialized toolkits to enterprise developers across the capital markets sector, serving a growing client base of approximately 300 global financial institutions. Its technology is utilized by major industry participants including Fidessa and TORA, and the business was ultimately acquired by S&P Global to integrate into the S&P Capital IQ Pro platform. Prior to its strategic acquisition, the enterprise secured $23.2 million in total venture funding from institutional backers such as Digital+ Partners and Social Leverage. Operating with an estimated 68 employees and generating projected 2025 annual revenues of $13 million, ChartIQ was founded in 2012 by Dan Schleifer, Megan Read, and Terry Thoren.
ChartIQ has raised $21.4M across 2 funding rounds.
ChartIQ has raised $21.4M in total across 2 funding rounds.
ChartIQ has raised $21.4M in total across 2 funding rounds.
ChartIQ's investors include Illuminate Financial, Social Leverage, ValueStream Ventures, Mark Whitcroft, Tribeca Early Stage Partners, Josh Elwell.
ChartIQ has raised $21.4M across 2 funding rounds. Most recently, it raised $17.4M Series B in February 2019.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Feb 7, 2019 | $17.4M Series B | — | Illuminate Financial, Social Leverage, ValueStream Ventures | Announced |
| Mar 14, 2016 | $4M Series A | Mark Whitcroft | Tribeca Early Stage Partners, Josh Elwell | Announced |