YCharts
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Illinois, United States · 51-200 Employees
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Overview
Headquarters
350 N La Salle Dr Ste 600, Chicago, Illi...Phone Number
(866) 965-7552Website
www.ycharts.comRevenue
$42 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
3
4
2
3
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2
About YCharts
YCharts was founded in 2009 to democratize investment research. As we build an increasingly powerful and intuitive tool that our clients use every day, we might be outgrowing our namebut not our mission. From humble beginnings, YCharts has grown to become an all-in-one platform for investment research and client communication. Our guiding principle has always been to create software which elevates and enables our clients goalstools that are easy to use, data that is reliable and timely, and customer service that stands head and shoulders above the industry.Explore more
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Company Profile Activity
Activity Insights
YCharts is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
YCharts is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about YCharts.
YCharts financials insights
Gather financial insights about YCharts, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2010
Other Financing Round
$1M
2011
Series B
$3.3M
2015
Series C
$5.8M
YCharts Tech Stack
A closer look at the technologies used by YCharts
Most Recent Scoops
Person-Based
Employee Engagement, Company Culture & Policy, HR Operations
Person-Based
Product Development, User Experience
Hiring Plans
YCharts has more open roles in Marketing than it has had at any time in the past 12 months. Technologies mentioned include: HubSpot, G2Crowd, and YCharts.
Hiring Plans
Hiring Plans
YCharts has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Craft. Areas of expertise include: Enterprise Sales.
Hiring Plans
Person-Based
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YCharts News & Media
YCharts Launches Household Portfolios and Folders to Streamline Advisor Workflows
CHICAGO--(BUSINESS WIRE)--YCharts' new Household Portfolios and Folders help advisors organize data, simplify reporting, and create more impactful proposals.YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
CHICAGO--(BUSINESS WIRE)--YCharts announces a direct integration with LPL Financial’s ClientWorks, streamlining advisor workflows and improving client engagement.YCharts Strengthens Canadian Presence With Aviso Integration and Proposal Generation Tools
CHICAGO--(BUSINESS WIRE)--YCharts, a leading investment research and proposal generation platform, is expanding its presence in the Canadian wealth management market with a new integration with Aviso Wealth, a leading Canadian wealth management firm serving financial institutions and independent advisors. This integration enables seamless proposal generation, portfolio analysis, and investment research for Canadian advisors, enhancing their ability to drive client engagement and grow assets undBreaking Open the Black Box: YCharts Introduces Transparent, Customizable Risk Profiles
CHICAGO--(BUSINESS WIRE)--YCharts introduces Risk Profiles, giving advisors a transparent, flexible way to align portfolio recommendations with client risk.
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Frequently Asked Questions Regarding YCharts
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YCharts was founded in 2009 to democratize investment research. As we build an increasingly powerful and intuitive tool that our clients use every day, we might be outgrowing our namebut not our mission. From humble beginnings, YCharts has grown to become an all-in-one platform for investment research and client communication. Our guiding principle... Read More
