# YCharts: Financial services, Chicago, United States

> YCharts: YCharts is a cloud-based investment research and client communication platform founded in 2009, headquartered in Chicago, Illinois, with an...

Source: https://millionrounds.com/startup/ycharts (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial services startup](https://millionrounds.com/companies)

# 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 reported Last round: Venture (Round not Specified)

Financial services Chicago, United States

Company summary

- **Founded:** 2009 17 years old
- **Team:** 160 51 to 200 people
- **Funding reported:** $15M in dollars
- **Last round:** Venture (Round not Specified) Oct 2020

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for YCharts has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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

Reported in all **$15M** in dollars

Last round **Venture (Round not Specified)**

Last round date **Oct 2020**

SEC Form D **$5.8M sold, 1 filing, last May 2015**

## Founders and team

From YCharts's own website and the SEC filings it signed: 3 on the team.

- **Shawn Carpenter** President; Chief Executive Officer; Secretary; Treasurer i
- **Ben Hadley** Lead Portfolio Strategist
- **Nicholas Kocinski** Secretary i

On the board, as filed i *Brian Hand* *Jeremy H. Diamond* *Kapil H. Chaudhary* *R. H. Bailin* *Tricia H. Rothschild*

Advisers *Wes Burns*

## On 3 portfolio pages

Investors who name them

- [HPA](https://millionrounds.com/fund/hpa)
- [Irukanji](https://millionrounds.com/fund/irukanji)
- [Hyde Park Angels](https://millionrounds.com/fund/hyde-park-angels)

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 analytics user experience report builder portfolio analysis market data feeds investment analysis proposal automation custom dashboards client engagement storytelling security analysis financial data enterprises customized meeting materials financial goals proprietary model strategies market and position monitoring

Built with from their website

Pendo. Google Tag Manager Amazon CloudFront WordPress.org AWS Trusted Advisor PWA Linkedin Insight Tag Google Ads Font Awesome YouTube

+8 more

GitHub Google Workspace CloudFlare Viewport Meta LinkedIn Ads Zoomdata Site Kit CookieYes

- **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](https://millionrounds.com/directory/ycharts)

## Financial services in United States

Startups like it

- [**Kalshi** New York · founded 2019 *Raised*](https://millionrounds.com/company/kalshi)
- [**Temporal** founded 2022 *Raised*](https://millionrounds.com/company/temporal)
- [**Vestwell** New York · founded 2016 *Raised*](https://millionrounds.com/company/vestwell)
- [**C2FO** Kansas City · founded 2008 *Raised*](https://millionrounds.com/company/c2fo)
- [**Yieldstreet** New York · founded 2015 *Raised*](https://millionrounds.com/company/yieldstreet)
- [**Flutterwave** San Francisco · founded 2016 *Raised*](https://millionrounds.com/company/flutterwave)
- [**Corgi** San Francisco · founded 2024 *Raised*](https://millionrounds.com/company/corgi)
- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

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