About Us

Cosaic was founded in 2012 with the vision of creating a simple but powerful HTML5 solution to display financial visualizations. The name Cosaic merges the prefix co- (working together) with mosaic (bringing all the pieces together).

Since 2012, our suite of product offerings has grown in scope and can now be found on millions of screens around the world. Our world-renowned HTML5 charting library, ChartIQ, can be found on Yahoo Finance, Fidessa, and E*Trade. Our smart desktop platform, Finsemble, is installed on thousands of workstations at leading financial institutions across the globe.


See what clients have to say about Cosaic.

A New Way to Work.

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. Our company offices in Charlottesville, New York, and London are close to centralized downtown locations that provide the backdrop for the creativity and innovation that are core to our culture.

Through software, we help you cover more ground, reach new heights, and achieve great things. We believe great software is the energy that propels people (and work) forward.

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 Emeritus

    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.

  • Joerg Ruetschi
    Joerg Ruetschi
    Chief Operating Officer

    Joerg has built an international track record in operational private equity and venture capital-backed start-ups and growth situations across several roles and mandates. He’s held leadership roles at Goldman Sachs and Booz & Company (now Strategy&).

Cosaic Wins
2022 CBIC Employer of the Year Award

The 2022 Employer of the Year Award recognizes a business that brings job opportunities to Charlottesville and fosters the thriving tech community, along with supporting and recognizing its talented employees. Cosaic CEO Dan Schleifer accepted the award, mentioning that he chose Charlottesville to found Cosaic because of its growing tech community, affordability, and talented employee prospects. Read more about the award.

Our Origin

Barn in the snow

Cosaic was founded in 2012 in a barn near Charlottesville, VA, with the vision of creating a simple, but powerful HTML5 solution to display financial visualizations. Our original company name was ChartIQ. The name Cosaic merges the prefix co- (working together) with mosaic (bringing all the pieces together). The name represents our mission to work with clients and deliver software that solves their most difficult problems. Read more about the Cosaic brand.

Board & Investors
  • David Karnstedt
    David Karnstedt
    Board Chairman

    David Karnstedt has been an executive in the media and technology space for over 25 years. He currently serves on the Board of Directors of Cosaic and Feedvisor, and is a strategic advisor to many SaaS businesses. David is considered a digital media and technology expert and is frequently featured by mainstream business press as well as an author in publications such as Forbes and AdAge. He has served in leadership roles at Overture, Yahoo (with responsibility for more than $3 billion in revenue) and Adobe helping shape product development and marketing strategies that continue to influence search, display, and social advertising to this day.

  • Julian Mattes
    Julian Mattes
    Board Member

    Julian Mattes is a Partner at DigitalPartners. He especially focuses on cross-industry and Financial Services Tech investments, and he serves on the board at CleverConnect, Cosaic and quantilope, and has worked on Digital+ Partners investments in CleverConnect, Cosaic, Seven Senders, Starmind, and quantilope. Prior to Digital+ Partners, Julian spent three years at Deutsche Bank and Commerzbank in leadership positions (head of payments and deposits) and six years as a strategy consultant at McKinsey. Julian holds an MSc and a PhD in business administration from the Goethe University of Frankfurt.

  • 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.

  • Josh Elwell
    Josh Elwell
    Investor and Board Observer

    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

    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.

Our investors

Tribeca Angels

Dan Schleifer speaking at a conference
Dan Schleifer at 2019 Symphony Innovate

Hear from our founders

Our leadership team has been part of the conversation around the technology evolution in the finance industry for years. 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