YCharts

What YCharts does

YCharts is a Chicago-based financial software company founded in 2009 that provides an investment research and client engagement platform for wealth management professionals. The platform aggregates 4,000+ financial metrics, 100,000+ securities, 500,000+ economic indicators, SEC filings, and financial news into a unified research layer, with modules spanning portfolio construction, proposals and client engagement, market and position monitoring, and research and due diligence. Since 2025 the company has rolled out AI-driven capabilities including an award-winning AI Chat interface and Y, a specialized agentic AI positioned as a CFA-level analyst that executes research, portfolio analysis, reporting, and client communication workflows end-to-end inside the platform.

The product is delivered as a cloud-based subscription with tiered plans for individual advisors, large RIAs, asset managers and wholesalers, and individual investors or educators. Distribution combines a direct enterprise sales motion with white-glove onboarding, a 7-day self-serve free trial for smaller accounts, and an extensive channel ecosystem including integrations with Orion, Redtail, Salesforce, eMoney, Broadridge, LPL Financial ClientWorks, and Schwab Advisor Center, plus enterprise aggregator partnerships (Axtella network covering 800+ professionals) and a Canadian channel partner (Designed Securities).

The company serves a blue-chip roster of enterprise customers including Carson, Cerity Partners, Northwestern Mutual, Invesco, Savant, John Hancock, Dynasty, and LPL Financial, and has 800,000+ registered users with an average customer tenure of 8+ years. In February 2025 YCharts was acquired by private equity firm LLR Partners, signaling a transition to sponsor-backed growth capital and a potential exit path. The company has been named to the Inc. 5000 list of fastest-growing private companies for nine consecutive years and has expanded into private markets data via a Hamilton Lane benchmark integration, indicating ongoing vertical and product surface expansion.

Name

YCharts

Legal name

YCharts Inc.

Website

https://ycharts.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

YCharts is a Chicago-based financial software company providing an investment research and client engagement platform—offering data on 100,000+ securities, AI-powered analytics, and portfolio tools—to financial advisors, large RIAs, and asset managers across the US and Canada.

Ownership category

akta.pro rank

Product category

Investment Research & Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Services-Computer Programming Services (7371)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Alternative Data & Data Science Analytics (FSACAGAI)

Keywords

• Investment research platform
• Wealth management software
• Financial advisor tools
• Portfolio analytics platform
• Client engagement software

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription Licensing: YCharts operates on a subscription model, offering tiered plans for advisors, large RIAs, asset managers/wholesalers, and individuals/educators. The company provides a free trial period and various subscription tiers with different feature sets. AI capabilities (Y agent) are included with all subscriptions.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels5 records

Core offering

YCharts sells a cloud-based investment research and client engagement platform that gives financial advisors, RIAs, and asset managers access to over 4,000 financial metrics, 100,000+ securities, 500,000+ economic indicators, SEC filings, and financial news. The platform combines portfolio analytics, proposal generation, and customizable risk profiling with "Y," a specialized AI agent that automates research, reporting, and client communication workflows. Customers subscribe to tiered annual plans with a 7-day free trial, plus add-on data products such as Hamilton Lane private-markets benchmarks.

Product overview

YCharts is a unified investment research and client engagement platform serving wealth management professionals, financial advisors, and asset managers. The platform operates as an integrated suite combining a core research and analytics engine with specialized modules: Y (AI Agent) for autonomous task execution and conversational research; Proposals & Client Engagement for document processing and proposal generation; Portfolio Construction for building and optimizing portfolios; Research & Due Diligence for accessing financial data; and Market & Position Monitoring for dashboards and alerts. The platform integrates with major wealth management systems including Orion, Redtail, Salesforce, eMoney, Broadridge, LPL Financial ClientWorks, and Schwab Advisor Center. YCharts serves various segments including individual advisors, large RIAs, asset managers/wholesalers, and individual investors/educators.

Differentiator

Problem solved

Functional benefit

Brands

• Y: Specialized AI agent designed for financial advisors and asset managers, built into the investment research and client engagement platform.

Products and services

• YCharts Platform Cloud-based investment research and client engagement platform for wealth management professionals, financial advisors, RIAs, and asset managers, providing access to 4,000+ financial metrics across 100,000+ securities, 500,000+ economic indicators, SEC filings, and financial news, combined with portfolio analytics, proposal generation, customizable risk profiling, and integrations with major wealth-tech platforms.
• Y (AI Agent) Specialized agentic AI assistant designed for financial advisors and asset managers, functioning as a CFA-level analyst with deep YCharts expertise. Executes end-to-end tasks including research, portfolio analysis, reporting, and client communication, can run immediately or on scheduled intervals, and is included with all YCharts subscriptions.
• Hamilton Lane Private Markets Benchmarks Private markets benchmark dataset covering private equity, private credit, and private real assets across various strategies, vintage years, and geographies, built on proprietary fund- and deal-level data from limited-partner cash flows globally. Sold to advisors benchmarking private fund performance and evaluating portfolio diversification.

Quantifiable outcome

• 800,000+ registered users on the platform
• +5 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability8 records

Feature6 records

Partnerships

Ten partnerships are on record, tiered flagship, core and strategic.

• AxtellaflagshipStrategic or Co-development Partner · 1 April 2026Expanded enterprise partnership extending YCharts platform access to over 800 financial professionals across Axtella's affiliated broker-dealer and RIA network, including Sigma Financial Corporation, Sigma Planning Corporation, and Parkland Securities. The partnership provides AI-enhanced workflows, portfolio analysis tools, and comprehensive investment research with exclusive pricing, enabling consistency across teams and office locations.
• Hamilton LanecoreTechnology or Integration · 10 February 2026Integration of Hamilton Lane's private markets benchmark data into YCharts platform, enabling financial advisors to benchmark private fund performance and evaluate portfolio diversification. The benchmarks cover private equity, private credit, and private real assets across various strategies, vintage years and geographies, representing the first phase of YCharts' initiative to expand alternative investment data.
• eMoney AdvisorcoreTechnology or Integration · 21 October 2025Integration with eMoney Advisor allowing advisors to import portfolio analysis into financial plans. YCharts is part of eMoney's ecosystem of API-based integrations processing billions of API calls annually for over 100,000 financial professionals.
• Schwab Advisor CentercoreTechnology or Integration · 22 June 2025Model Portfolio Holdings integration with Schwab Advisor Center, enabling advisors to seamlessly access and analyze model portfolio data.
• LPL FinancialcoreChannel Partner/ Reseller/ Distributor · 13 February 2025YCharts added to LPL Financial's Vendor Affinity Program and expanded relationship through ClientWorks integration, making YCharts tools available to LPL's network of advisors.
• Designed SecuritiesstrategicChannel Partner/ Reseller/ Distributor · 11 December 2024Strategic partnership to empower Canadian financial advisors with YCharts platform capabilities, marking YCharts' expansion into the Canadian market.
• Carson GroupflagshipStrategic or Co-development Partner · 12 September 2024Landmark enterprise agreement with Carson Group to drive advisor efficiency and growth across their network of financial advisors.
• BroadridgecoreTechnology or Integration · 26 August 2024Holdings integration with Broadridge's wealth aggregation platform, transforming portfolio management and advisor efficiency through seamless data connectivity.
• OrioncoreTechnology or IntegrationSeamless integration with Orion for portfolio construction and optimization, allowing continuous monitoring of portfolios and integration into advisor workflows.
• SalesforcecoreTechnology or IntegrationIntegration with Salesforce CRM for seamless portfolio data and client information connectivity.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Addepar: Addepar is a wealth management technology platform serving large RIAs, family offices, and asset managers with portfolio analytics, reporting, and data aggregation. It is a direct competitor to YCharts at the large-RIA enterprise tier, often winning flagship enterprise deals.
• Orion Advisor Solutions: Orion is a leading portfolio management and advisor technology platform serving RIAs and wealth managers. It is a direct competitor in the same advisor-tech category as YCharts, with overlapping integrations and client base, and is also one of YCharts' integration partners.
• Nitrogen (formerly Riskalyze): Nitrogen is a risk-tolerance, proposal generation, and client engagement platform built for financial advisors. It directly overlaps with YCharts' risk profiling, proposal creation, and AI-driven client engagement modules.
• Black Diamond (Advent): Black Diamond is a portfolio management and reporting platform for RIAs and wealth managers. It competes with YCharts in portfolio construction, reporting, and client engagement workflows used by advisors.
• Zacks Investment Research: Zacks provides investment research, stock ratings, and screening tools to retail investors and advisors. It competes with YCharts in research, ratings, and screening for the individual investor and advisor segments.

Emerging players

• Advyzon: Advyzon is a cloud-based advisor technology platform offering CRM, portfolio management, reporting, and client portal tools to small and mid-sized RIAs. It competes with YCharts in workflows and integrations used by independent advisors.
• Kwanti: Kwanti provides portfolio analytics, stress testing, and proposal generation tools for financial advisors. It directly overlaps with YCharts' proposals, portfolio analysis, and risk-profiling modules, primarily serving smaller RIAs.

Broad incumbents

• Morningstar: Morningstar is a broad incumbent in investment research, portfolio analytics, and data for advisors and asset managers. It is a direct competitor to YCharts in research and analytics, and was also a historical investor in YCharts across multiple funding rounds.
• Bloomberg Terminal: Bloomberg's Terminal and enterprise data products serve asset managers and financial professionals with market data, analytics, and research. While broader in scope and more expensive, Bloomberg competes with YCharts for analyst and portfolio manager workflows at large enterprises.
• FactSet: FactSet is a major incumbent providing financial data, analytics, and portfolio tools to wealth managers and asset managers. It competes with YCharts at the higher end of the advisor and asset manager market with a much broader data and analytics offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/ycharts
• YouTubeyoutube.com/@YCharts1
• Facebookfacebook.com/ychartsinc
• LinkedInlinkedin.com/company/ycharts
• Instagraminstagram.com/ycharts/?hl=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds4 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about YCharts