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§ Private Profile · Chicago, IL, USA
YCharts is a technology company.
YCharts provides a web-based financial research and analysis platform for investment professionals. Its core product offers tools for data visualization, economic analysis, and charting, enabling users to efficiently screen investments, monitor portfolios, and conduct market research. The platform integrates extensive financial data, serving as a centralized resource for actionable insights.
Founded in 2009 by Shawn Carpenter, the company emerged from an insight to democratize access to sophisticated financial data and analytical tools, previously exclusive to large institutions. Carpenter envisioned an intuitive, accessible platform empowering a wider range of investment professionals with powerful research capabilities.
YCharts primarily serves asset managers and financial advisors, equipping them with resources for informed investment decisions and enhanced client communication. The company's vision is to continually evolve its platform, remaining an indispensable tool that fosters transparency and efficiency in financial markets through unparalleled data accessibility and analytical depth.
YCharts has raised $13.1M across 3 funding rounds.
YCharts has raised $13.1M in total across 3 funding rounds.
YCharts has raised $13.1M across 3 funding rounds. Most recently, it raised $6.0M Series C in May 2015.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| May 1, 2015 | $6M Series C | Joseph Mansueto | TCV, Amicus Capital Partners, Hyde Park Angels, I2A Fund, Reed Elsevier | Announced |
| May 9, 2013 | $3.9M Venture Round | Joseph Mansueto, Kevin Brown | Amicus, Hyde Park Angels, I2A Fund | Announced |
| Nov 17, 2011 | $3.3M Series B | Joseph Mansueto | Hyde Park Angels, I2A Fund | Announced |
YCharts is a Chicago-based financial technology company founded in 2009 that provides a comprehensive web-based platform for investment research, portfolio analysis, and client engagement tools tailored to wealth management professionals.[1][2] It serves asset managers, financial advisors, RIAs, and wholesalers by offering data visualization, custom proposals, portfolio construction, market monitoring, and analytics to streamline workflows, enhance client communication, and drive AUM growth.[1][2][3] The platform solves key pain points in financial research—such as time-consuming data gathering and complex reporting—by delivering reliable, timely data on over 29,000 stocks, 75,000 funds & ETFs, economic indicators, and more, enabling users to create compelling visuals and actionable insights efficiently.[1][3][5]
With a mission to democratize investment research and empower smarter decisions, YCharts has evolved into an all-in-one solution emphasizing ease of use, superior customer service, and tools that elevate client outcomes.[2] Its growth momentum is evident in its expansion from basic research tools to integrated features like statement uploads for instant portfolio creation and hypothetical scenario testing, supporting scalable organic growth for firms.[1][2]
YCharts was founded in 2009 in Chicago, Illinois, with the initial goal of democratizing investment research by building an intuitive platform for wealth management professionals.[2] From humble beginnings as a tool for accessible financial data and analysis, it has grown into a robust all-in-one system for research, portfolio management, and client proposals, now employing 142 people in a hybrid workspace model.[2] Key pivotal moments include its expansion to include advanced features like pre-built comparison tables, investment screeners, and client engagement workflows, reflecting a consistent focus on user-centric innovation and reliable data delivery.[1][2] The company's evolution underscores a commitment to tools that are "easy to use, reliable, and timely," outgrowing its name while staying true to enabling clients' goals.[2]
YCharts stands out in the financial software space through several key strengths:
YCharts rides the wave of fintech democratization and AI-enhanced wealth management, capitalizing on the shift toward data-driven advisory amid rising demand for personalized client experiences in a $100+ trillion global asset management industry.[1][2] Its timing aligns with post-2020 digital acceleration in finance, where advisors face pressure to scale amid regulatory scrutiny and client expectations for transparency—market forces like economic volatility and tech sector challenges (e.g., AI integration, cybersecurity) amplify the need for tools like YCharts' analytics and monitoring.[1][6] By empowering smaller RIAs and advisors with enterprise-grade research previously reserved for large institutions, YCharts influences the ecosystem by fostering efficiency, better outcomes, and organic growth, contributing to a more accessible wealthtech landscape.[1][2]
YCharts is poised for continued expansion by deepening AI-driven features like advanced earnings analytics and predictive scenario modeling, while addressing 2025 tech challenges such as talent retention and cybersecurity through its robust platform.[4][6] Trends like regulatory pushes for transparency and the rise of hybrid advisory models will shape its trajectory, potentially amplifying its role in client retention amid market uncertainty. Its influence may evolve toward broader fintech integrations, solidifying its position as an indispensable tool for wealth managers navigating volatility—just as it began by democratizing research, YCharts now scales client success in an increasingly complex financial world.[1][2]
YCharts has raised $13.1M in total across 3 funding rounds.
YCharts's investors include Joseph Mansueto, TCV, Amicus Capital Partners, Hyde Park Angels, I2A Fund, Reed Elsevier, Kevin Brown, Amicus.