Abstract depiction of digital finance and technology integration, representing Charting Compass's mission

Revolutionizing Financial Technology Through Innovation and Expertise

Charting Compass was founded by financial industry veterans who experienced firsthand the inefficiencies of outdated trading and analytics systems. We saw a future where AI and sophisticated data visualization could empower financial professionals, not replace them.

Our mission is to combine deep financial expertise with cutting-edge technology to deliver solutions that genuinely solve the real-world problems faced by modern financial institutions. We envision a future where financial technology is intuitive, powerful, and universally accessible.

  • Innovation: Continuously pushing boundaries in AI and financial technology.
  • Security: Bank-level protection with zero tolerance for data breaches.
  • Reliability: 99.9% uptime with mission-critical system redundancy.
  • Client Success: Dedicated account management and 24/7 support.

Meet Our Expert Leadership Team

Portrait of Evelyn Reed, CEO of Charting Compass

Evelyn Reed

Chief Executive Officer

Former Goldman Sachs Managing Director with 20+ years of experience leading global financial technology initiatives. Evelyn drives Charting Compass's strategic vision and client-centric approach.

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Portrait of Dr. Alex Chen, CTO of Charting Compass

Dr. Alex Chen

Chief Technology Officer

Ex-Bloomberg architect and a pioneer in high-frequency trading platforms. Dr. Chen spearheads Charting Compass's technological innovation, ensuring our solutions remain cutting-edge and robust.

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Portrait of Sofia Rodriguez, Head of AI at Charting Compass

Sofia Rodriguez

Head of Artificial Intelligence

With a PhD in Machine Learning and extensive experience in financial applications, Sofia leads our AI research and development, crafting proprietary algorithms that redefine market analytics.

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Our Journey: From Startup to Industry Leader

2018: Foundation

Charting Compass founded in Tampa by a team of visionary financial industry veterans, driven by a shared goal to innovate trading and analytics.

Year 2018 milestone: Company founding

2019: AI Platform Launch

Launched our first AI-powered trading automation platform, gaining significant traction with early adopters in the hedge fund sector.

Year 2019 milestone: AI platform launch

2020: Certification & Growth

Achieved SOC 2 Type II certification, affirming our commitment to security. Secured our first major $10M client, marking a significant growth phase.

Year 2020 milestone: SOC 2 certification and client acquisition

2021: Expanded Solutions

Expanded our portfolio to include advanced data visualization tools and comprehensive TradingView integration solutions, serving a broader market.

Year 2021 milestone: Expansion into data visualization and TradingView solutions

2022: Enterprise & Embedded Finance

Launched our embedded finance platform and reached over 100 enterprise clients, cementing our position as a leader in fintech innovation.

Year 2022 milestone: Embedded finance launch and 100+ enterprise clients

2023: Fraud Detection & Scale

Introduced advanced AI-driven fraud detection solutions. Processed over $50 million in client transactions, demonstrating platform scale and reliability.

Year 2023 milestone: Advanced AI fraud detection and transaction volume

Our Core Values Drive Everything We Do

Innovation

Continuously pushing boundaries in AI and financial technology to deliver leading-edge solutions.

Security

Bank-level protection with zero tolerance for data breaches, ensuring your data is always safe.

Reliability

99.9% uptime with mission-critical system redundancy, guaranteeing uninterrupted service.

Client Success

Dedicated account management and 24/7 support ensure your success is our top priority.

Industry Recognition and Achievements

FinTech Innovation Award 2023 badge
Tampa Bay Business Journal Fast 50 logo
Microsoft Gold Partner badge
AWS Advanced Technology Partner logo

Ready to Work with Financial Technology Experts?

Meet with our team to discuss how our expertise can accelerate your financial technology goals.

We offer a personalized approach, crafting custom solutions that align perfectly with your enterprise objectives. Engage directly with our senior leadership and technical architects.

Schedule Your Consultation Today

Or reach us directly:

(813) 936-7241

[email protected]