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About Ycharts
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 investment options, as well as visualize data related to securities, portfolios, and economic trends. This functionality supports users in generating new investment ideas and creating marketing materials to communicate effectively with clients. YCharts operates on a subscription-based model, providing different service tiers to cater to the needs of its diverse clientele. What sets YCharts apart from its competitors is its focus on delivering customizable tools that enhance both the investment decision-making process and client communication.
Simplify's Take
What believers are saying
- Growing demand for ESG data integration aligns with YCharts' data-driven approach.
- The rise of thematic investing increases the need for YCharts' screening tools.
- AI integration in financial analysis enhances YCharts' predictive analytics capabilities.
What critics are saying
- Emerging platforms with competitive features may erode YCharts' market share.
- Rapid AI advancements could outpace YCharts' current technology offerings.
- Economic downturns may lead to reduced subscription renewals and revenue.
What makes Ycharts unique
- YCharts offers comprehensive visualization tools for securities and economic data analysis.
- The platform provides customizable tools for data-driven investment decision-making.
- YCharts serves financial professionals managing over $750 billion in assets.
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Funding
Total Funding
$15.7M
Below
Industry Average
Funded Over
4 Rounds
Industry standards
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
6 month growth
↑ 0%1 year growth
↑ 1%2 year growth
↑ 3%This year has been absolutely brutal for technology stocks so far. In particular, the semiconductor industry has witnessed some notable sell-offs. As of market close on March 21, shares of Nvidia were down 12% on the year. Peers such as Taiwan Semiconductor Manufacturing and Broadcom have declined by 10% and 17%, respectively. But one chip stock that has actually outperformed many of its peers so far in 2025 is Micron Technology (NASDAQ: MU), with a gain of roughly 12%. Despite these gains, Micron remains relatively under the radar in the artificial intelligence (AI) arena, and the stock is an absolute bargain right now
Equities haven't performed well this year due to a combination of factors. Macroeconomic tensions are at the top of that list. Still, some companies are doing just fine amid the volatility, including AbbVie (NYSE: ABBV) and Abbott Laboratories (NYSE: ABT). These two healthcare leaders may or may not continue beating the market in the next few weeks -- it's challenging to predict the direction of any single stock or the broader equities in such a short period. However, no matter what happens in the near term, AbbVie and Abbott Laboratories are excellent long-term picks for dividend-focused investors. Here's why
Warren Buffett is arguably the best-known person in investing. His company, Berkshire Hathaway, has grown into a trillion-dollar powerhouse, and his $160 billion fortune has made him one of the world's richest people. With that type of success, it's understandable that people would look to Berkshire Hathaway's stock holdings to get inspiration for what to invest in. That's why entire websites, newsletters, platforms, and more have been dedicated solely to tracking Buffett and Berkshire Hathaway's portfolio moves. Although Berkshire Hathaway holds over 45 stocks, there are two in particular that I love as a long-term buy and hold. Amazon (NASDAQ: AMZN) is a stock that Buffett was admittedly hesitant about investing in until he was later convinced by one of his managers
Warren Buffett and Berkshire Hathaway tend to avoid the cutting edge of technology when making stock purchases. Buffett and Berkshire's investing preferences tend to lean more toward proven businesses with solid cash flows. However, Berkshire does own shares in at least one artificial intelligence (AI)-related company, and given its recent stock sell-off, it looks like a solid opportunity right now. Berkshire Hathaway owns roughly 10 million shares of Amazon (NASDAQ: AMZN), which makes it a small 0.7% of Berkshire's investment portfolio. Berkshire first bought the stock in 2019 and its willingness to hold on to most of its Amazon position (it sold 550,000 shares in the summer of 2024) through the ups and downs of the market since then has been noteworthy. This exposure to AI may be all Berkshire needs
In 1999, a small graphics chipmaker called Nvidia (NASDAQ: NVDA) went public at $12 per share. Today, that same company stands as the world's most valuable semiconductor giant. A modest $500 investment at Nvidia's IPO would have mushroomed into an astounding $1.61 million today -- a 322,600% return that dwarfs the SP 500's performance over the same period. NVDA Total Return Level data by YCharts The potential for such transformative wealth creation has investors constantly hunting for the next technological revolution. Quantum computing may represent exactly that frontier, with IonQ (NYSE: IONQ) emerging as an early leader. While debates continue about development timelines, the technology's potential is undeniable
Ycharts is Hiring for 4 Jobs on Simplify!
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About Ycharts
Industries
Data & Analytics
Financial Services
Company Size
51-200
Company Stage
Series C
Total Funding
$15.7M
Headquarters
Chicago, Illinois
Founded
2009
Ycharts is Hiring for 4 Jobs on Simplify!
Find jobs on Simplify and start your career today