Cosaic Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 61

Employees

  • Latest Deal Type
  • M&A

Cosaic General Information

Description

Developer of financial data visualization and integration platform designed to help improve end-user efficiency. The company's platform facilitates the making of HTML5 financial charts as well as links financial applications together to create smart, modern desktops, enabling financial companies to combine third-party applications into their in-house systems with no additional development work required.

Contact Information

Website
www.cosaic.io
Formerly Known As
ChartIQ
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 609 East Market Street
  • Suite 111
  • Charlottesville, VA 22902
  • United States
+1 (773)
Primary Industry
Financial Software
Other Industries
Database Software
Acquirer
S&P Global
Vertical(s)
Big Data, SaaS, TMT, FinTech
Corporate Office
  • 609 East Market Street
  • Suite 111
  • Charlottesville, VA 22902
  • United States
+1 (773)

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Cosaic Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Merger/Acquisition 03-Jan-2023 Completed Profitable
7. Debt - PPP 14-Apr-2020 Completed Profitable
6. Later Stage VC 16-May-2019 Completed Profitable
5. Later Stage VC (Series B) 21-Dec-2018 Completed Profitable
4. Accelerator/Incubator 23-Aug-2016 Completed Generating Revenue
3. Early Stage VC (Series A) 08-Mar-2016 Completed Generating Revenue
2. Seed Round 18-Nov-2014 $850K $850K Completed Startup
1. Accelerator/Incubator 12-Aug-2013 Completed Startup
To view Cosaic’s complete valuation and funding history, request access »

Cosaic Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate ($) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series B
Series B1
Series A 1,843,698 $0.000100 $2.17 $4.34 2x $2.17 12.35%
Seed 1,417,240 $0.000100 $0.05 $1 $2 2x $1 9.49%
To view Cosaic’s complete cap table history, request access »

Cosaic Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of financial data visualization and integration platform designed to help improve end-user efficiency. The com
Financial Software
Charlottesville, VA
61 As of 2022

Newton, MA

San Mateo, CA
 
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Cosaic Competitors (21)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Caliper (Newton) Corporation Newton, MA
Incorta Venture Capital-Backed San Mateo, CA
OpenFin Venture Capital-Backed New York, NY
TradingView Private Equity-Backed New York, NY
Beyond Limits Venture Capital-Backed Glendale, CA
You’re viewing 5 of 21 competitors. Get the full list »

Cosaic Patents

  • 8

    Total Documents Applications and Grants

  • Total Patents Families

  • 6

    Granted

  • 1

    Pending

  • Expiring in next 12 mo

Cosaic Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20240004740-A1 System and method for interoperability communication using raised intents Pending 06-Jul-2022
US-10180862-B1 System and method for integrating multiple applications operating on a shared platform Inactive 16-May-2018
US-20190354416-A1 System and method for integrating multiple applications Active 16-May-2018
US-20200356429-A1 System and method for integrating multiple applications Active 16-May-2018
US-10901581-B2 Assimilation method and system for browser and non-browser display window Active 16-May-2018 G06F3/0484
To view Cosaic’s complete patent history, request access »

Cosaic Board Members (5)

Name Representing Role Since
Julian Mattes Ph.D Yttrium Board Member
You’re viewing 1 of 5 board members. Get the full list »

Cosaic Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Cosaic Former Investors (17)

Investor Name Investor Type Holding Investor Since Participating Rounds
Charlottesville Angel Network Angel Group Minority
Citigroup Investment Bank Minority
FinTech Innovation Lab Accelerator/Incubator Minority
Howard Lindzon Angel (individual) Minority
Illuminate Financial Management Venture Capital Minority
You’re viewing 5 of 17 investors. Get the full list »

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Cosaic FAQs

  • When was Cosaic founded?

    Cosaic was founded in 2012.

  • Who is the founder of Cosaic?

    Daniel Schleifer, Terrence Thorsen, and Megan Read are the founders of Cosaic.

  • Where is Cosaic headquartered?

    Cosaic is headquartered in Charlottesville, VA.

  • What is the size of Cosaic?

    Cosaic has 61 total employees.

  • What industry is Cosaic in?

    Cosaic’s primary industry is Financial Software.

  • Is Cosaic a private or public company?

    Cosaic is a Private company.

  • What is Cosaic’s current revenue?

    The current revenue for Cosaic is .

  • How much funding has Cosaic raised over time?

    Cosaic has raised $36.8M.

  • Who are Cosaic’s investors?

    Charlottesville Angel Network, Citigroup, FinTech Innovation Lab, Howard Lindzon, and Illuminate Financial Management are 5 of 17 investors who have invested in Cosaic.

  • Who are Cosaic’s competitors?

    Caliper (Newton), Incorta, OpenFin, TradingView, and Beyond Limits are some of the 21 competitors of Cosaic.

  • When was Cosaic acquired?

    Cosaic was acquired on 03-Jan-2023.

  • Who acquired Cosaic?

    Cosaic was acquired by S&P Global.

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