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Founded Year

2009

Stage

Recap | Alive

Total Raised

$14.62M

Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

-17 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.

Headquarters Location

350 North LaSalle Street Suite 600

Chicago, Illinois, 60654,

United States

866-965-7552

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YCharts's Product Videos

YCharts's Products & Differentiators

    Model Portfolios

    Build, manage, and analyze both client portfolios and model strategies

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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.

W

Wealth Tech

2,335 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.

F

Fintech

9,394 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

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.

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