YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 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.
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51-200 employees
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financial services
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Chicago, IL, United States
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2009
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Investor Research Tools, Stock Research, Economic Indicators, Investment Research, Security Analysis, Excel Analysis, Screening, Charting, Alerts, Ria Tools, Fundamental Research
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Sean Brown is the CEO of YCharts. To contact Sean Brown email at [email protected] or [email protected].
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