United States · Financial services startup
United States · YCharts
YCharts is a cloud-based investment research and client communication platform founded in 2009, headquartered in Chicago, Illinois, with an additional office in New York City.
Funding reportedLast round: Venture (Round not Specified)
About YCharts
YCharts is a cloud-based investment research and client communication platform founded in 2009, headquartered in Chicago, Illinois, with an additional office in New York City.
The company aims to democratize investment research for financial professionals by providing comprehensive data, powerful visualization tools, and advanced analytics. YCharts is trusted by thousands of financial professionals and manages over $750 billion in assets. The platform offers an all-in-one solution for investment research, portfolio construction, and proposal generation. Key features include an advanced screener with over 4,000 financial metrics, an Excel add-in for live data integration, and visualization tools for creating fundamental and technical charts. YCharts also provides capabilities for risk profiling, portfolio stress testing, and AI-driven tools to assist with investment analysis. The service is tailored for financial professionals, including registered investment advisors, wealth managers, asset managers, and sophisticated personal investors.
What company datasets say YCharts raised
Funding, as reported
Founders and team
From YCharts's own website and the SEC filings it signed: 3 on the team.
- Shawn CarpenterPresident; Chief Executive Officer; Secretary; Treasureri
- Ben HadleyLead Portfolio Strategist
- Nicholas KocinskiSecretaryi
On the board, as filediBrian HandJeremy H. DiamondKapil H. ChaudharyR. H. BailinTricia H. Rothschild
AdvisersWes Burns
On 3 portfolio pages
Investors who name them
Each firm lists YCharts on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
The company, in detail
What they build
Known for
investment analyticsuser experiencereport builderportfolio analysismarket data feedsinvestment analysisproposal automationcustom dashboardsclient engagement storytellingsecurity analysisfinancial dataenterprisescustomized meeting materialsfinancial goalsproprietary model strategiesmarket and position monitoring
Built with from their website
Pendo.Google Tag ManagerAmazon CloudFrontWordPress.orgAWS Trusted AdvisorPWALinkedin Insight TagGoogle AdsFont AwesomeYouTube
+8 more
GitHubGoogle WorkspaceCloudFlareViewport MetaLinkedIn AdsZoomdataSite KitCookieYes
- Sector
- Financial services
- Industry code
- NAICS 5231, 51321, SIC 7375, 7372
- Region
- Illinois
- Part of
- LLR Partners
- Revenue
- $37M a year, as listed
- Full record
- Every detail in the company directory
Financial services in United States
Startups like it
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