United States · Series B startup

Who invested in ChartIQ

2 rounds we have observed, with the 3 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Fintech

Funding summaryUpdated 26 Oct 2026

$18Mraised across 2 rounds since 2014, from 2 sources

$850KSeries A$17MSeries B
Latest round
Series B, $17MFeb 2019
Step-upi
20.5×
Investors
3
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

20152016201720182019
$850KSeries A$17MSeries B
First round
Series A, $850K
Nov 2014
Biggest round
$17M
Series B · Feb 2019
Between rounds
4.3 years
from the last two

The rounds

  1. Feb 2019
    Series B$17M1 new2 returning

    Reported by FinSMEsSEC filing: $13M sold, first sale Jan 2019

  2. Nov 2014
    Series A$850K2 new

    From a historical funding record

Founders and team

From the SEC filings it signed: 2 on the team.

  • Daniel SchleiferExecutive Officer, Directori
  • Terrence ThorsenExecutive Officer, Directori

On the board, as filediJulie ArmstrongMark WhitcroftPatrick Beitel

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Series A2014Series B2019Social LeverageValueStream VenturesDigital+ Partners/ Illuminate Financial

Everyone who backed them

Social LeverageVC firm2rounds
ValueStream VenturesVC firm2rounds
Digital+ Partners/ Illuminate Financialno record of our own yet1round

Missing a round, or an investor who was in one? Tell us.

Quick answers about ChartIQ

Who invested in ChartIQ?

ChartIQ's investors include Social Leverage, ValueStream Ventures and Digital+ Partners/ Illuminate Financial.

How much has ChartIQ raised?

ChartIQ has raised $18M across 2 rounds since 2014.

When did ChartIQ last raise?

ChartIQ's most recent round was a Series B of $17M in Feb 2019.

What was ChartIQ's biggest round?

Its most recent round, $17M in Feb 2019, is also its largest on record.

Who backed ChartIQ first?

ChartIQ's first round on record, in Nov 2014, was backed by Social Leverage and ValueStream Ventures.

What stage is ChartIQ at?

ChartIQ's latest named round is a Series B, in Feb 2019.

Where is ChartIQ based?

ChartIQ is based in the United States.

Companies like ChartIQ

In the same sector, and raised in the last eighteen months.

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