YCharts has appointed Steve Bendt as chief marketing officer. He will lead the company's global marketing organisation, overseeing brand, demand generation, and go-to-market strategy across its RIA, enterprise, and asset manager markets. Bendt brings nearly 30 years of marketing experience, including CMO roles at investment research and fintech companies. He joined YCharts on 11 August 2026 and will report to CEO Sean Brown. YCharts is an investment research and client engagement platform trusted by over 15,000 financial professionals across North America. The company was recently recognised as a "Software All-Star" across five categories in the 2026 T3 / Inside Information Technology Survey and has appeared on the Inc. 5000 list of America's fastest-growing private companies for ten consecutive years.

YCharts names industry veteran Steve Bendt as Chief Marketing Officer. Fintech marketing veteran joins top investment research and client engagement platform to accelerate growth and strengthen YCharts' market leadership CHICAGO-(BUSINESS WIRE)-YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, today announced the appointment of Steve Bendt as Chief Marketing Officer. He will lead YCharts' global marketing organization, reporting to CEO Sean Brown, with responsibility for brand, demand generation, and go-to-market strategy across the company's RIA, enterprise, and asset manager markets. I understand both the opportunity in front of this team and what it takes to capture it. I'm looking forward to working with Sean and the team to take the strong foundation they've already built and accelerate it into the next stage of growth. Share Bendt joins YCharts with nearly 30 years of marketing experience, including CMO roles at industry leading investment research and fintech companies, bringing a track record of building high-performing teams inside high-growth financial data and investment research businesses. "Steve's background is a rare combination for this role. He has scaled marketing through exactly this kind of growth stage before, and he knows the wealthtech and investment research categories from the inside," said Sean Brown, CEO of YCharts. "That combination of growth marketing discipline and industry fluency is what we need as we build on significant product innovation, including Y, our specialized AI agent, and growing industry recognition across the entire advisor workflow, highlighted by our recent five-category T3 / Inside Information Software All-Star distinction." "YCharts has real product-market fit and a customer base that keeps growing - a foundation most companies spend years trying to earn," said Bendt. "I understand both the opportunity in front of this team and what it takes to capture it. I'm looking forward to working with Sean and the team to take the strong foundation they've already built and accelerate it into the next stage of growth." Based in Seattle, Bendt officially joined YCharts on August 11, 2026. ABOUT YCHARTS YCharts is a top-ranked investment research and client engagement platform that enables financial advisors and asset managers to make smarter investment decisions and better communicate with clients. Trusted by over 15,000 financial professionals and recognized as the Investment Research market leader by Kitces research, YCharts delivers intuitive tools for security research, portfolio construction, AI-enabled proposals, client communication, and market monitoring. In the 2026 T3 / Inside Information Technology Survey, YCharts was named a "Software All-Star" across five categories. YCharts also earned a 2025 Wealthie Award for its AI Chat feature and has been recognized ten consecutive times on the Inc. 5000 list of America's fastest-growing private companies. Learn more at www.ycharts.com. Contacts. Media Contacts: Colin Swift, PR Representative Impact Communications, Inc. (913) 649-5009 [email protected] Tania Hollander, Director of Marketing YCharts (866) 965-7552 [email protected] More News From YCharts CHICAGO-( BUSINESS WIRE )-YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced the launch of Y, a specialized AI agent purpose-built for the way they work. Y marks the next evolution of AI at YCharts and is a meaningful step forward for the financial services industry. "Agentic AI is reshaping how financial professionals work, and YCharts is committed to leading that change," said YCharts Chief Executive O...

WealthTech safari - week of july 10, 2026. YCharts to acquire Zephyr, expanding its advisor analytics platform. * YCharts, an advisor-facing analytics and research platform, is acquiring investment-analytics provider Zephyr in a deal framed as a partnership that broadens its toolset for financial advisors. * Layering Zephyr's portfolio analytics onto YCharts' recent AI rollout deepens the platform's push to become an all-in-one research and reporting hub for growth-minded advisory practices. Knote: I have not seen anything official from the Company yet, but it is being reported by some of the users. Etico names wealthtech veteran Walter Gengarelly as its first CTO. * Etico Financial, an EOS Ventures-backed financial services and technology firm, appointed 25-year advisor-platform veteran Walter Gengarelly as its inaugural Chief Technology Officer. * The hire signals Etico's intent to build proprietary, advisor-facing technology from the ground up rather than assemble a stack from third-party vendors. PureFacts embeds WealthTechs data technology into its revenue platform. * PureFacts Financial Solutions, a revenue performance management provider, will license and embed WealthTechs' data aggregation and connectivity technology into its next-generation data ingestion capability. * Positioning clean, trusted data as the foundation for agentic AI reflects a broader industry bet that automation across the revenue lifecycle only works on top of normalized, validated account data. Morningstar's sale of ByAllAccounts to Pello collapses. * Morningstar confirmed its planned sale of the ByAllAccounts aggregation unit to Salt Lake City startup Pello will not close, unwinding a deal first announced in April 2026. * The failed exit is a setback for CEO Kunal Kapoor's "capital-lite" Wealth strategy and underscores mounting turbulence in account aggregation as the CFPB weighs data fees and Plaid pursues a reduced $8 billion IPO. Knote: Well, I guess the whole thing ended even more confusingly than it began. WealthTech Strategy Partners LLC still don't know who actually owns Pello. WealthAi and Flanks partner to fix fragmented wealth data. * WealthAi, an AI operating system for wealth managers, partnered with data-infrastructure provider Flanks to give users direct access to institution-grade data from more than 650 institutions worldwide. * By promising a single source of truth across every asset class, the tie-up takes direct aim at the legacy aggregators that family offices and private banks still rely on for costly, manual reconciliation. Salesforce launches 'Agentic Advisor' for RIAs amid a stock slide. * Salesforce launched Agentic Advisor, a suite of agentic AI capabilities built into Agentforce for Financial Services, as its stock trades down 41% year-to-date on fears it fell behind in AI. * Experts flagged one-to-two-year implementations, six-figure setup costs, and a lack of turnkey wealth integrations, raising doubts about adoption among RIAs that already have their own AI strategies. Knote: This is definitely a step in the right direction for Salesforce given the new breed of AI-centric CRM challengers, but it remains to be seen if it really addresses the bigger issue: the database. Not that it really matters since, once you implement Salesforce, you really can't leave it. At least, until someone invents the magical ruby-red slippers that take you effortlessly to another provider. * Tiburon Strategic Advisors released new written research on wealth and investment management technology and outsourcing, analyzing more than twenty categories by market size, leading competitors, and outlook. * Its call that platform TAMPs will become the de facto standard while single-point solutions struggle sharpens the stakes for standalone WealthTech vendors heading into a predicted wave of IPOs and M&A. Objectway acquires FNZ's Swiss private banking technology business. * Objectway, a global WealthTech provider, agreed to acquire FNZ Switzerland SA (formerly New Access), adding 160-plus professionals and over 40 private-bank clients under the Objectway Switzerland brand. * The deal extends Objectway's core-to-digital platform into new wealth hubs and typifies the consolidation reshaping WealthTech providers as private banks demand standardized, scale-driven technology. Wealth and retirement convergence heats up at the workplace. * Industry leaders from Creative Planning, LPL, and Edward Jones are racing to merge wealth and workplace-retirement services, with advisors who do both reportedly growing 2.1 times faster. * With $74 trillion in wealth assets dwarfing defined-contribution pools, the workplace is emerging as a prime funnel for capturing rollovers and high-value wealth relationships. FactSet partners with and invests in TIFIN.AI for advisor workflows. * FactSet announced a partnership and strategic investment in TIFIN.AI to deliver AI-powered advisor workflows, starting with a Meeting Prep Agent and a Book Intelligence Agent. * By running TIFIN.AI's engine entirely inside FactSet's infrastructure with auditable, domain-specific answers, the pair pitches governance and hallucination control as the differentiator over generic LLMs. Vestmark's TAMP AUM leaps 5x to $50 billion on asset-manager referrals. * Vestmark Advisory Services now manages $50 billion of RIA portfolios, up from $10 billion 18 months ago, crediting referral relationships with major asset managers and its VAST tax-overlay and direct-indexing tool. * The surge illustrates how tax management - cited by 76% of platforms as the top priority - has become the decisive feature winning standalone-RIA flows onto UMA platforms. Knote: Third-party models grew 46% last year, which is excellent growth. But, it seems Vestmark is growing even faster with smart technology use, courting relationships with the asset managers, and good targeting.