FundedIQ
Financial Services

Cosaic: Funding, Investors & Team (Sep 2026)

Finsemble is the industry pioneer for FDC3-workflow solutions and interoperability projects. Applications of any kind—native, web, internal, and third-party—can connect and share information effortlessly with Finsemble, enabling customers to create tailored, automation-assisted processes that free up end users to perform their best job. Ten minutes per deal are saved as a result, and RFQ response times are cut by 33%. Finsemble is preferred by clients including Citi, Pictet Asset Management, and Charles River Development because to its top-notch US-based support, no- or low-code methodology, and partnership-level engagement. For additional information, go to finsemble.com. Finsemble was established in 2012 as ChartIQ, which S&P Global purchased in January 2022. Press release: "SP Global strengthens Capital IQ Pro Desktop with the purchase of Chartiq" available at https://www.spglobalcom/marketintelligence/en/media-center/press-release

cosaic.io LinkedIn Charlottesville, United States 101-250 employees
FinTech iOS Software Stock Exchanges Web Development B2B B2C Financial data
Total raised
$4.2M
Rounds
1
Latest
Undisclosed round
Jan 2023

Cosaic has raised $4.2M across 1 funding round on record, the most recent an undisclosed round of $4.2M announced in Jan 2023.

That round is below the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.

Cosaic Company Profile and Key Stats

Total funding raised
$4.2M
across 1 round on record
Funding rounds on record
1
Latest funding round
Undisclosed round
$4.2M in Jan 2023
Employees
101-250
reported band
Headquarters
Charlottesville, United States

Latest funding round on record: Jan 2023.

Cosaic Funding Rounds

Date
Round
Amount
Undisclosed round
$4.2M

Cosaic Founders and Leadership Team

Name
Role
Contact
Dan Schleifer
CEO
Locked

Contact details for the Cosaic team: 1 of 1 has an email address on file.

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Cosaic Funding Compared to Other Financial Services Startups

Segment
Companies
Median round

Cosaic's latest round of $4.2M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

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Cosaic Funding FAQs

What does Cosaic do?

Finsemble is the industry pioneer for FDC3-workflow solutions and interoperability projects. Applications of any kind—native, web, internal, and third-party—can connect and share information effortlessly with Finsemble, enabling customers to create tailored, automation-assisted processes that free up end users to perform their best job. Ten minutes per deal are saved as a result, and RFQ response times are cut by 33%. Finsemble is preferred by clients including Citi, Pictet Asset Management, and Charles River Development because to its top-notch US-based support, no- or low-code methodology, and partnership-level engagement. For additional information, go to finsemble.com. Finsemble was established in 2012 as ChartIQ, which S&P Global purchased in January 2022. Press release: "SP Global strengthens Capital IQ Pro Desktop with the purchase of Chartiq" available at https://www.spglobalcom/marketintelligence/en/media-center/press-release

How much funding has Cosaic raised?

Cosaic has raised $4.2M across 1 round on record. The most recent is an undisclosed round of $4.2M announced in Jan 2023.

When did Cosaic last raise funding?

Cosaic's most recent funding round on record is an undisclosed round of $4.2M, announced in Jan 2023.

Who is the CEO of Cosaic?

Dan Schleifer is listed as CEO at Cosaic.

Where is Cosaic headquartered?

Cosaic is based in Charlottesville, Virginia, United States.

How many employees does Cosaic have?

Cosaic is in the 101-250 employee band.

How does Cosaic's funding compare to other Financial Services startups?

Cosaic's latest round of $4.2M is below the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.

About FundedIQ's Cosaic Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Cosaic is left off this page rather than filled in.

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