# ChartIQ funding: rounds and investors

> ChartIQ has raised $18M across 2 rounds since 2014. Investors include Social Leverage, ValueStream Ventures and Digital+ Partners/ Illuminate Financial.

Source: https://millionrounds.com/company/chartiq (Millionrounds; every figure on the page links to its filing or article)

United States · [Series B startup](https://millionrounds.com/companies)

# 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 summary Updated 26 Oct 2026

**$18M** raised across 2 rounds since 2014, from 2 sources

**$850K** Series A **$17M** Series B

- **Latest round:** Series B, $17M Feb 2019
- **Step-up i:** 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.

2015 2016 2017 2018 2019

**$850K** Series A

**$17M** Series B

- **First round:** Series A, $850K
- **Biggest round:** $17M
- **Between rounds:** 4.3 years

## The rounds

- **Feb 2019** Series B **$17M** *1 new* *2 returning* [Social Leverage](https://millionrounds.com/fund/social-leverage) [ValueStream Ventures](https://millionrounds.com/fund/valuestream-ventures) Digital+ Partners/ Illuminate Financial Reported by FinSMEs SEC filing: $13M sold, first sale Jan 2019
- **Nov 2014** Series A **$850K** *2 new* [Social Leverage](https://millionrounds.com/fund/social-leverage) [ValueStream Ventures](https://millionrounds.com/fund/valuestream-ventures) From a historical funding record

## Founders and team

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

- **Daniel Schleifer** Executive Officer, Director i
- **Terrence Thorsen** Executive Officer, Director i

On the board, as filed i *Julie Armstrong* *Mark Whitcroft* *Patrick 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 A** 2014 **Series B** 2019 [Social Leverage](https://millionrounds.com/fund/social-leverage) [ValueStream Ventures](https://millionrounds.com/fund/valuestream-ventures) Digital+ Partners/ Illuminate Financial

## Everyone who backed them

[Social Leverage](https://millionrounds.com/fund/social-leverage) VC firm **2** rounds

[ValueStream Ventures](https://millionrounds.com/fund/valuestream-ventures) VC firm **2** rounds

Digital+ Partners/ Illuminate Financial no record of our own yet **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=chartiq).

## 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.

[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**Coast** $77M · Oct 2026](https://millionrounds.com/company/coast)[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)[**Gradient** $24M · Oct 2026](https://millionrounds.com/company/gradient)

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