YCharts
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.
- Company typePrivate
- Founded2009
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
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.
YCharts firmographics
Firmographics- 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
YCharts industry classification
Industry- 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
Where YCharts is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
YCharts business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise/Large RIA Plans |
| Subscription | Annual | Advisor Plans |
| Subscription | Annual | Individual & Educator Plans |
| Freemium | Pay-as-you-go | Free Trial |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels5 records
YCharts product offering
Product offeringCore 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
Companies that use YCharts
Customer profileNamed customers11 records
Segments4 records
Ideal customer profiles4 records
YCharts technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability8 records
Feature6 records
YCharts partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered flagship, core and strategic.
- AxtellaflagshipExpanded 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 LanecoreIntegration 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 AdvisorcoreIntegration 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 CentercoreModel Portfolio Holdings integration with Schwab Advisor Center, enabling advisors to seamlessly access and analyze model portfolio data.
- LPL FinancialcoreYCharts 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 SecuritiesstrategicStrategic partnership to empower Canadian financial advisors with YCharts platform capabilities, marking YCharts' expansion into the Canadian market.
- Carson GroupflagshipLandmark enterprise agreement with Carson Group to drive advisor efficiency and growth across their network of financial advisors.
- BroadridgecoreHoldings integration with Broadridge's wealth aggregation platform, transforming portfolio management and advisor efficiency through seamless data connectivity.
- OrioncoreSeamless integration with Orion for portfolio construction and optimization, allowing continuous monitoring of portfolios and integration into advisor workflows.
- SalesforcecoreIntegration with Salesforce CRM for seamless portfolio data and client information connectivity.
Scale indicators7 records
Recent moves7 records
Expansion highlights5 records
YCharts competitors and assessment
Company assessmentDirect 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
YCharts social profiles
Digital presenceYCharts financial estimates
Financial estimateRevenue estimate
Valuation estimate
YCharts leadership team
Management profileNumber of profiles
Profiles5 records
YCharts funding detail
Funding detailFunding overview
Funding rounds4 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
YCharts M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about YCharts
What does YCharts do?
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.
Is YCharts a public or private company?
YCharts is a private company. It is classified as private equity controlled and is currently operating.
When was YCharts founded?
YCharts was founded in 2009. It employs 11 to 50 people.
Where is YCharts based?
YCharts is headquartered in Chicago, United States, in the North America region.
How does YCharts make money?
One revenue line is on record: subscription Licensing.
Who are YCharts's main competitors?
Direct peers on record are Addepar, Orion Advisor Solutions, Nitrogen (formerly Riskalyze), Black Diamond (Advent) and Zacks Investment Research. Emerging players are Advyzon and Kwanti. Broad incumbents are Morningstar, Bloomberg Terminal and FactSet.
Does YCharts have an API?
Yes. YCharts launched an integration with eMoney Advisor allowing advisors to import portfolio analysis into financial plans. eMoney processes billions of API calls annually for over 100,000 financial professionals. The company also supports SSO (Single Sign-On) login via /integrations/sso_login.
What industry is YCharts in?
YCharts's product category is Investment Research & Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail). Its NAICS code is 523940 and its SIC code is 6282.