ChartIQ Tightens Charting & Finsemble Integration, Readies Rebrand

Charlottesville, VA-based ChartIQ, a provider of HTML charting libraries and the Finsemble desktop integration platform, is embarking on an initiative to further align its two business lines, which will also involve rebranding the company with new name, as yet undisclosed.

ChartIQ co-founder and CEO Dan Schleifer says the move is necessary to unite the previously separate areas under a single strategy.

“As a company with two products, we wanted to make sure that while we were making big investments in Finsemble, we weren’t dropping the ball on our graphics business, and could continue to innovate and lead in that graphics space,” Schleifer says. “Now we have two mature products, and there’s a lot of interplay between both visualization and the future of the smart desktop.”

In fact, charts are “the cornerstone of the smart desktop”, says Eugene Sorenson (pictured), who is overseeing bringing the businesses closer together. After joining the vendor as VP of product management at the start of 2019, Sorenson was promoted last month to chief product officer, replacing Christian Hall, who left the vendor in April after two years at the company as chief product officer and COO.

“Conversations with clients are coming together, so it’s easier if those are consolidated under a single person who can address both areas, and explain our consolidated vision,” Sorensen says.

He will be leveraging the financial knowledge and skillset he acquired over 12 years at Bloomberg, including as director of product management for foundational applications, working on its Launchpad initiative, and almost six years as director of product marketing at CQG.

“Previously, I was just focused on the charting business. Now I’m responsible for both charting and Finsemble,” Sorenson says. “I continue to be very much the point person for charting, with additional responsibilities for taking our business vision and honing that into a product vision… with more symmetry between the product lines, and for creating awareness of how the two products work better together.”

As a result, Sorenson now has a team of six staff reporting to him, compared to just one person before. “We’re taking a team-oriented approach to all efforts within the business, and are focusing on cross-pollinated teams,” he says.

The vendor expects to unveil its new branding before the end of June.