YCharts is an investment research platform that enables smarter investments and better client communications. The company serves a client base of nearly 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for 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.

YCharts made the 2019 Inc. 5000 list of the Fastest Growing Private Companies in America for the 3rd straight year. The company also ranked 3rd on SourceMedia’s “Best Fintechs to Work For” list and was named one of InvestmentNews’ “Biggest Fintech Innovations for 2019.” YCharts has been featured in some of the worlds leading publications including CNN Business, InvestmentNews, CNBC, Fortune, MarketWatch, and Forbes among others.