YCharts
Founded Year
2009Stage
Recap | AliveTotal Raised
$14.62MMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
+30 points in the past 30 days
About YCharts
YCharts operates as a financial research and proposal platform within the financial services industry. The company provides inclusive data, visualization tools, and analytics for equity, mutual fund, and exchange-traded fund (ETF) data and analysis, enabling investment professionals to improve client engagements and simplify complex financial topics. YCharts primarily serves the financial advisory and asset management sectors. It was founded in 2009 and is based in Chicago, Illinois.
Loading...
YCharts's Product Videos
YCharts's Products & Differentiators
Model Portfolios
Build, manage, and analyze both client portfolios and model strategies
Loading...
Expert Collections containing YCharts
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
YCharts is included in 2 Expert Collections, including Wealth Tech.
Wealth Tech
2,369 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
9,451 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Latest YCharts News
Mar 6, 2025
launch of AI Chat, a next-generation AI-powered tool designed to enhance research workflows, improve efficiency, and drive better client engagement. Recently recognized as a top performer in this year's T3/Inside Information Software Survey for “Investment Data/Analytics Tools” and “Economic Analysis & Stress Testing Tools,” YCharts continues to deliver innovative solutions that help firms grow smarter. AI Chat builds on this momentum, providing financial professionals with faster access to insights and streamlined workflows. With AI Chat, users can type a prompt into the search bar or navigate to the AI Chat tool to receive real-time responses powered by indexed financial databases. Users can refine queries by selecting specific data sources, including YCharts Data, SEC Filings, Financial News, and proprietary research from enterprise partners. By consolidating multiple data sources into a single interface, AI Chat helps professionals find answers faster and focus more on strategic decision-making. "Financial professionals need reliable, real-time insights to stay ahead in today's fast-paced markets," said Caleb Eplett, Chief Product Officer at YCharts. "With many advisors transitioning to new investment research and analytics tools, having a platform that delivers instant insights and streamlines workflows is more important than ever. AI Chat helps users quickly find the data they need, allowing them to focus on high-value analysis and client engagement." AI Chat builds on the AI-powered capabilities available on YCharts, including Quick Extract, which helps professionals import client portfolios from PDFs, images, and spreadsheets by automatically extracting and organizing data. This eliminates manual data entry, allowing advisors and analysts to onboard client portfolios faster and focus on delivering insights rather than formatting data. Key Benefits of AI Chat: Faster Insights: AI-driven responses surface key financial data in seconds, reducing time spent on manual research. Interactive Data & Visualizations: AI-generated charts and tables provide clearer insights for investment analysis than summaries alone. Customizable Queries: Users can refine searches by selecting relevant datasets, such as SEC Filings or Financial News, to ensure more targeted insights. Integrated Workflow: Built directly into YCharts, AI Chat enables seamless transitions between research, visualization, and analysis tools. By leveraging cutting-edge AI, YCharts continues its commitment to providing scalable, data-driven solutions that support financial professionals in delivering personalized advice, optimizing distribution strategies, and driving business growth. To learn more about AI Chat , visit the YCharts website or contact us at hello@ycharts.com About YCharts YCharts is a leading financial technology Software as a Service (SaaS) platform designed to elevate client engagement and empower wealth management teams to make smarter investment decisions. With advanced analytics, powerful visualization tools, and comprehensive financial data, YCharts enhances team collaboration and streamlines investment-related workflows. YCharts offers scalable solutions for advisors, asset managers, and enterprises, ensuring consistency in client communication, research methodologies, and investment strategies. Visit YCharts on social media LinkedIn Twitter YouTube Instagram View source version on businesswire.com: https://www.businesswire.com/news/home/20250306846341/en/ Contacts Tania Hollander tania@ycharts.com
YCharts Frequently Asked Questions (FAQ)
When was YCharts founded?
YCharts was founded in 2009.
Where is YCharts's headquarters?
YCharts's headquarters is located at 350 North LaSalle Street, Chicago.
What is YCharts's latest funding round?
YCharts's latest funding round is Recap.
How much did YCharts raise?
YCharts raised a total of $14.62M.
Who are the investors of YCharts?
Investors of YCharts include LLR Partners, Hyde Park Angels, I2A, Amicus Capital, Morningstar and 4 more.
Who are YCharts's competitors?
Competitors of YCharts include Street Context, Atom Finance, Magnifi, YieldX, Sentieo and 7 more.
What products does YCharts offer?
YCharts's products include Model Portfolios and 4 more.
Who are YCharts's customers?
Customers of YCharts include TD Ameritrade, Charles Schwab, Fidelity, Northwestern Mutual and LPL Financial.
Loading...
Compare YCharts to Competitors
AlphaSense is a market intelligence and search platform that uses AI (artificial intelligence) and NLP (natural language processing) technology to provide insights across various sectors. The company offers tools for financial research, including access to equity research, expert call transcripts, and the ability to integrate and analyze internal content alongside public data. AlphaSense serves the financial services, asset management, consulting, and corporate sectors with its market intelligence solutions. It was founded in 2011 and is based in New York, New York.
Koyfin is a financial data and analytics platform that focuses on equipping investors with comprehensive market insights and analysis tools across various asset classes. The company offers live market data, advanced graphing, customizable dashboards, and a suite of features to support investment decisions for a range of financial instruments, including stocks, mutual funds, and more. Koyfin primarily serves independent investors, financial advisors, traders, research analysts, students, and enterprise clients with its data-driven solutions. It was founded in 2016 and is based in Miami, Florida.
Moody's Analytics specializes in financial intelligence and analytical tools within risk management and financial services. The company offers a suite of products including risk management solutions, credit ratings research, and financial analytics software designed to support clients' growth, efficiency, and risk management objectives. Moody's Analytics serves various sectors such as banking, insurance, and investment, providing tools for economic forecasting, regulatory compliance, credit risk advisory, and investment portfolio management. Moody's Analytics was formerly known as Moody's Risk Management Service. It was founded in 2007 and is based in New York, New York.
Alchemy Research & Analytics operates as a knowledge outsourcing firm focused on data analysis and insights within various business sectors. The company provides services such as market forecasting, cash flow analysis, fund raising support, strategic planning, budget accounting, and target marketing. Alchemy Research & Analytics primarily serves investment banks, private equity and venture capital firms, and corporate clients across different industries. It was founded in 2014 and is based in Durgapur, India.
Prosights specializes in providing a research platform tailored for private equity investors within the financial services domain. The company offers tools for private investment analysis, including financial data aggregation and insights into market trends. It primarily serves professionals in the private equity and investment sectors. The company was founded in 2024 and is based in San Francisco, California.
Verity is a company that focuses on providing research management software, data, and analytics in the investment sector. The company's main services include offering high-integrity primary datasets, expert analysis, and a modern research management system that drives productivity and collaboration. Verity primarily serves the financial sector, with a focus on institutional investors. It was founded in 2021 and is based in New York, New York.
Loading...