Ycharts

Ycharts

Investment research platform for financial professionals

About Ycharts

Simplify's Rating
Why Ycharts is rated
C-
Rated D+ on Competitive Edge
Rated B on Growth Potential
Rated D+ on Differentiation

Industries

Data & Analytics

Financial Services

Company Size

51-200

Company Stage

Series C

Total Funding

$15.7M

Headquarters

Chicago, Illinois

Founded

2009

Overview

YCharts is an investment research platform that helps financial advisors, asset managers, and other investment professionals analyze securities and build portfolios. The platform offers a variety of tools that allow users to screen and compare different securities, visualize data related to portfolios and economic trends, and communicate investment opportunities effectively. YCharts is tailored for professionals managing over $750 billion in assets, providing them with customizable features that support data-driven decision-making. Unlike many competitors, YCharts focuses on enhancing client communication and marketing through its comprehensive suite of tools. The company's goal is to simplify the investment analysis process and empower users to develop new investment ideas.

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for data visualization tools enhances YCharts' market position.
  • Increased interest in ESG investing boosts demand for YCharts' robust data analysis tools.
  • AI integration in investment platforms offers YCharts a competitive edge.

What critics are saying

  • Emerging fintech platforms offer similar tools at lower costs, threatening YCharts' market share.
  • Rapid AI adoption may outpace YCharts' technological capabilities, reducing tool attractiveness.
  • Economic downturns can lead to reduced spending on YCharts' subscription services.

What makes Ycharts unique

  • YCharts offers comprehensive investment research tools for financial advisors and asset managers.
  • The platform provides advanced data visualization and screening tools for securities analysis.
  • YCharts' subscription-based model offers customizable service tiers for diverse client needs.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$15.7M

Below

Industry Average

Funded Over

4 Rounds

Series C funding is usually for startups that are doing well and are looking for more money to fuel major growth, such as acquiring other companies, expanding into global markets, or launching new product lines. Investors typically include larger venture capital firms and private equity.
Series C Funding Comparison
Below Average

Industry standards

$50M
$6M
Ycharts
$40M
Figma
$50M
Medium
$62M
SeatGeek
$100M
Oura

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Hybrid Work Options

Unlimited Paid Time Off

Professional Development Budget

Paid Parental Leave

Growth & Insights and Company News

Headcount

6 month growth

↓ -1%

1 year growth

↑ 0%

2 year growth

↑ 0%
Yahoo Finance
May 2nd, 2025
Is Lucid Stock A Buy Now?

Lucid makes electric vehicles with impressive battery statistics. The upstart automaker is set to double production in 2025. It has ample access to capital for now, but the balance sheet is a big risk. Lucid Group (NASDAQ: LCID) had a record-setting year in 2024. The game plan is to break some more records in 2025. However, the stock is more than 90% below its peak prices in 2021 and is trading hands at less than $3 per share

Yahoo Finance
May 1st, 2025
Beat The Nasdaq With This Cash-Gushing Dividend Stock

Shares of Amgen have rallied at the start of 2025 despite the broader stock market sell-off. Amgen benefits from its portfolio of best-in-class therapeutics, alongside an extensive pipeline. The stock's 3.3% dividend yield looks compelling, backed by strong earnings and growth potential. Reliable dividend income from high-quality companies is a great option for investors seeking to ride out stock market turbulence. Biotech giant Amgen (NASDAQ: AMGN) exemplifies this strategy with its 3.3% dividend yield, supported by steady growth and rock-solid fundamentals. Compared to an 8% decline in the Nasdaq Composite index year to date, Amgen stock has outperformed, up 9% thus far in 2025

Yahoo Finance
May 1st, 2025
Got $3,000? 2 Hypergrowth Stocks Down Over 25% To Buy And Hold For The Long Term

Hypergrowth stocks can produce huge winners for those who buy and hold for the long term. Rocket Lab's growth in the space economy has been rapid, and it still has a long journey ahead of it. Coupang's dominance in South Korean retail should keep growing for the rest of the decade. Hypergrowth stocks can create huge gains in the stock market for investors who buy and hold for the long term. Take Nvidia. The stock is up over 20,000% in the last 10 years, meaning anyone who bought $3,000 worth of shares back then would be sitting on over $600,000 today

Yahoo Finance
May 1st, 2025
1 Artificial Intelligence (Ai) Stock That Could Go Parabolic

It's been a difficult year so far for Nvidia (NASDAQ: NVDA). Shares were down by more than 30% at one point, wiping more than $1 trillion off the company's valuation. After a brief rebound, shares are now down by just 20% year to date. The stock isn't as cheap as it was a few weeks ago, but this is still an incredible chance for patient investors to lock in a great price for a business that should grow exponentially in the years to come. There's one reason in particular that should get investors very excited. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Nvidia is one of the most valuable companies in the world for a reason

Yahoo Finance
Apr 30th, 2025
Is Nuscale Power Stock A Millionaire Maker?

NuScale Power is trying to bring small modular nuclear reactors (SMRs) to market, but keeps facing delays. It will not deploy an SMR until 2030 at the earliest. With heavy cash burn, this resembles a science project than a viable business. Electricity demand is rising rapidly in the United States. Growth in spending on data centers related to artificial intelligence (AI) is causing electricity usage in the country to rise at the fastest rate in decades, with projections for sustained growth in the 2030s, thanks to the adoption of electric modes of transportation making significant inroads in market share in the industry. Electrification is going to be a long-term trend around the world, and the party is just getting started

Recently Posted Jobs

Sign up to get curated job recommendations

Ycharts is Hiring for 3 Jobs on Simplify!

Find jobs on Simplify and start your career today

💡
We update Ycharts's jobs every few hours, so check again soon! Browse all jobs →