YCharts Revenue and Competitors

Chicago, IL USA



Total Funding



Estimated Revenue & Valuation

  • YCharts's estimated annual revenue is currently $20.7M per year.(i)
  • YCharts received $6.0M in venture funding in May 2015.
  • YCharts's estimated revenue per employee is $139,750
  • YCharts's total funding is $20.7M.

Employee Data

  • YCharts has 148 Employees.(i)
  • YCharts grew their employee count by 17% last year.

YCharts's People

Founder & CTOReveal Email/Phone
CTOReveal Email/Phone
CFOReveal Email/Phone
VP SalesReveal Email/Phone
VP EngineeringReveal Email/Phone
VP Product ManagementReveal Email/Phone
VP Enterprise SalesReveal Email/Phone
VP MarketingReveal Email/Phone
VP - Customer SuccessReveal Email/Phone
Director SalesReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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What Is YCharts?

Ranked the “Investment Data” market leader, #1 for most-adopted in the last year, and #2 in market share according to The 2022 Kitces Report, YCharts is a fast growing investment research platform that enables smarter investments and better client communications. Serving RIAs, financial planners, and asset managers who oversee more than $750 billion in assets, YCharts helps easily demonstrate your value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for SMA, equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.

keywords:saas, Banking,Enterprise Software,Finance,Human Resources Hr


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YCharts News

2022-04-20 - Afterhours Massacre as Amazon Plunges, Apple, Intel, Tesla ...

If this keeps going, Amazon's write-downs will have to chase down Rivian's collapsing stock (data via YCharts):. Apple [AAPL] also reported...

2022-04-17 - Dogs Of Berkshire Hathaway Chase One Dividend Buy For April

YCharts and Dogs of The Dow also track this Buffett/Berkshire batch. Here is your update from 4/21/22 YCharts data.

2022-04-06 - 10 Ideal April Dividend Buys Unleashed From Potent Picks

This article features 98 dividend-fetching stocks out of 119 per YCharts 4/7/22 data. Article titles were, '66 Best Dividends.

2021-04-16 - YCharts : Launches New Partnership with United Planners Financial Services

YCharts, an investment research, analytics, and client communications platform, today announced a new partnership with United Planners Financial Services ("United Planners"). United Planners’ more than 450 affiliated financial advisors will have access to YCharts’ tools to research investment o ...

2020-11-18 - Bitcoin is rallying

Just in case you hadn’t heard, or are annoyed that folks aren’t writing about it: Bitcoin is rallying, up around 16% in the last week to a value of a little more than $18,000 as of this morning. Here’s a chart of its recent gains, via YCharts (note, it’s a tiny bit behind, so use the chart as a ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

YCharts Funding

DateAmountRoundLead InvestorsReference
2011-11-18$3.2MBMorningstar IncArticle
2013-05-10$3.9MThirdMorningstar, Reed Elsevier VenturesArticle