About Us

We are a team of world class software engineers, sales and marketing professionals, and product designers who work from locations around the world thanks to our flexible Open Location policy. At our company offices in Charlottesville, New York, London, and Hong Kong, (before this unprecedented era of remote-work) we enjoyed perks like daily catered lunch and cold-brewed coffee, and the centralized downtown locations provide the backdrop for the creativity and innovation that are core to our culture.

We are a flat organization, with loosely coupled, highly cohesive, self-organizing teams, who work together through clear channels to get big things done. Team diversity is a focus for us, and we know a broad range of perspectives and experiences will continue to lead us to better approaches to our work. We look to culture and values over cumbersome processes to guide our day to day decisions. Those are just a few of the reasons we have been honored as a Great Place to Work by the Great Place to Work Institute.

Please reach out to us if you’d like to talk about charting solutions, desktop workflow, company culture, or if you’d like to explore the possibility of joining our team.

Executive Team
  • Dan Schleifer
    Dan Schleifer
    Co-Founder, Chief Executive Officer

    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 Cosaic to bring data viz and modern design to capital markets technology.

  • Terry Thorsen
    Terry Thorsen
    Co-Founder, Chief Technology Officer

    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.

  • Eugene Sorenson
    Eugene Sorenson
    Chief Product Officer

    A twenty-year veteran of product management and UX design, Eugene most recently managed the business strategy for Bloomberg’s foundational applications product suite and led the initiative to revolutionize the charting and technical analysis application.

  • Julie Armstrong
    Julie Armstrong
    Chief Commercial Officer

    With over two decades of experience in the financial marketplace, Julie has held leadership roles at Townsend Analytics and CME Group, where she was dedicated to evolving capital market technologies. In 2017, she won a Markets Media Women in Finance award, and in 2020 she won the Waters Technology Award: Vendor Professional of the Year, Data & Operations. Julie is a key evangelist for the Cosaic product suite.

Board & Investors
  • Patrick Beitel
    Patrick Beitel
    Board Member

    Patrick Beitel is a founding partner and Managing Director of Digital+ Partners. He leads the Firms Financial Services Tech investments including investments in Financial Services, Insurance, and Capital Markets. Prior to founding Digital+ Partners, Patrick spent more than 18 years at McKinsey & Company and held several leadership roles, including Head of the Corporate Finance practice in Germany and Austria and Co-Head of the Global Financial Markets Infrastructure Practice.

  • 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.

  • 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.

  • 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.

  • 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.

  • Digital+ Partners
    Digital+ Partners
    Investor

    Digital+ Partners focuses exclusively on growth equity investments in B2B technology companies. They support companies with best-in-class technologies to grow into global digital leaders.

  • 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
    ValueStream
    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.

Dan Schleifer at 2019 Symphony Innovate

Thought Leadership

The Cosaic team has been part of the conversation around the technology evolution in the finance industry for years. On the Thought Leadership page find a collection of our leadership team, product owners and engineers presenting on topics like HTML5 in finance, application integration, and workflows in capital markets.

More from the Cosaic team