Y

Ycharts

Investment research platform with screening tools

Product Marketing Specialist - Wealth Management

Full-TimeUpdated on 10/24/2026
$90k - $120k
Mid, Senior
Chicago, IL, USA
HybridHybrid work schedule with flexibility to work in-office and remotely.
Growth & MarketingProduct Marketing

About the job

Requirements
  • 3–5+ years of product marketing or closely related go-to-market experience, including direct experience in wealth management technology, investment technology, financial data and analytics, advisor technology, or a closely comparable platform.
  • Direct familiarity with financial advisors, RIAs, wealth managers, asset managers, or investment professionals and their workflows and supporting technology.
  • Working knowledge of investment concepts and vehicles, including equities, ETFs, mutual funds, portfolios, benchmarks, and market and investment data.
  • Demonstrated experience supporting or driving product launches from positioning and planning through enablement, execution, and post-launch assessment.
  • Ability to translate sophisticated financial or technical concepts into clear customer value through writing and storytelling.
  • Ability to manage multiple priorities, develop a point of view, and conduct competitive and market research that translates insights into recommendations.
Responsibilities
  • Drive go-to-market planning and execution for assigned products and capabilities, including positioning, messaging, launch planning, enablement, and post-launch optimization.
  • Partner with Product Managers throughout the development lifecycle to understand customer problems, use cases, target audiences, differentiation, and business value.
  • Translate sophisticated investment data and product capabilities into clear, compelling value for financial advisors, RIAs, wealth managers, and asset managers.
  • Develop messaging frameworks, product collateral, presentations, competitive resources, FAQs, and customer-facing launch communications.
  • Maintain a strong understanding of the wealth management technology landscape, including competitors, market trends, advisor workflows, and evolving customer needs.
  • Gather customer feedback, use cases, and competitive intelligence and translate those insights into recommendations for Product and go-to-market teams.
  • Manage multiple launches and priorities while creating clarity around timelines, dependencies, deliverables, and measures of success.

About the company

Y

Ycharts

View
Website

YCharts provides a data-driven investment research platform for financial professionals, including financial advisors and asset managers who oversee large client portfolios. It offers tools to screen and compare securities, visualize data for securities and portfolios, and analyze economic trends, helping users generate investment ideas and create marketing materials for clients. The platform supports building and communicating investment conclusions through customizable charts, dashboards, and reports, all delivered via subscription plans. YCharts stands out by focusing on integrated data visualization and client-facing materials to support decision-making and communication, rather than offering only basic data or isolated research features. Its goal is to help professionals make better investment decisions, assemble well-supported portfolios, and share insights with clients and peers to grow their practice.

Company Size

51-200

Company Stage

Series C

Total Funding

$15.7M

Headquarters

Chicago, Illinois

Founded

2009

Get referred to Ycharts

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • YCharts trusted 15,000 professionals and expanded Axtella access to 800-plus users in 2026.
  • Y earned G2's 2026 Best Financial Services Software ranking, reaching top 0.6%.
  • Ten straight Inc. 5000 appearances signal durable demand and recurring subscription growth.

What critics are saying

  • FactSet, AlphaSense, Bloomberg, and Salesforce Agentic Advisor compress YCharts' workflow moat by 2027.
  • Zephyr integration failures distract engineering while YCharts competes with bundled advisor platforms.
  • Salesforce and FactSet bundling erase YCharts' standalone pricing power within 24 months.

What makes Ycharts unique

  • YCharts' September 2026 platform ships Y, a Claude-powered agent inside core workflows.
  • March 13, 2026 T3 survey named YCharts Software All-Star in five categories.
  • Zephyr's 21,000 SMA database broadens YCharts beyond research into portfolio analytics.

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

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

1%

1 year growth

0%

2 year growth

0%
Business Wire
Sep 1st, 2026
YCharts makes Inc. 5000 list 10th consecutive year.

YCharts makes Inc. 5000 list 10th consecutive year. Company also lands a Wealthies nod, heads to Future Proof to put agentic AI tool 'Y' on display CHICAGO-(BUSINESS WIRE)-YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, has been named to the Inc. 5000 list of America's fastest-growing private companies for the 10th consecutive year. The recognition caps a period of steady expansion for the company, which has also been named a 2026 Wealth Management "Wealthies" Award finalist and is set to speak at and attend the Future Proof Festival in Huntington Beach this month. These acknowledgments reflect our team's hard work and the trust our clients have placed in our platform year after year. We built this business on solving real problems for financial professionals, and we remain committed to finding new ways to help them. Share INC. 5000 WINNER FOR TEN CONSECUTIVE YEARS Inc. 5000 ranks private U.S. companies by revenue growth over a three-year period, drawing from tens of thousands of applicants each year. A decade of consecutive inclusion places YCharts among a small group of companies that have sustained high growth rates over that span, according to Inc.'s methodology. "Earning the Inc 5000 award for 10 consecutive years isn't something we take for granted," said Sean Brown, President and CEO of YCharts. "It reflects our team's hard work and the trust our clients have placed in our platform, year after year. We built this business on solving real problems for financial professionals, and we remain committed to finding new ways to help them better serve their clients." WEALTH MANAGEMENT INDUSTRY AWARD FINALISTS The Inc. 5000 recognition arrives alongside a finalist nod in the Wealth Management Industry Awards. The company was named a finalist in the Portfolio Analytics category for its Individual Bond Data offering. Executives from YCharts will be in the audience at the 2026 "Wealthies" Awards dinner and corresponding afternoon executive summit being held this month in Manhattan, where the winners in each category will be revealed. Bond Data expands YCharts' multi-asset coverage, addressing a blind spot in fixed-income analysis and was developed in response to advisors' demand for deeper, bond-level data. By introducing bond-level transparency to portfolio analysis, YCharts enables wealth professionals to deliver more accurate and actionable fixed-income insights. YCHARTS' NEWEST FEATURES ON DISPLAY AT FUTURE PROOF FESTIVAL YCharts is also slated to have a big presence at the Future Proof Festival, one of the industry's largest events, where the company will connect with advisors and asset managers in Huntington Beach, CA. Attendees will be able to see "Y," YCharts' new agentic AI tool, in action at the YCharts booth, where staff will walk through how the agent executes proposal generation, portfolio construction, and client communication workflows from plain-language prompts. YCharts will also host a speaking session "Visual Storytelling: The Psychology of Persuasion in Client Meetings," led by Chief Revenue Officer John Vander Vennet. The session will examine how leading firms use visual storytelling to simplify complex investment concepts, frame risk, and help clients make more confident investment decisions. 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. 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 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. Bendt joins YCharts with nearly 30... 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...

The ABM
Aug 19th, 2026
YCharts names industry veteran Steve Bendt as CMO.

YCharts names industry veteran Steve Bendt as CMO. YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, 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. 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." 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. To share your insights, please write to The ABM at [email protected]

Associated Press
Aug 18th, 2026
YCharts appoints Steve Bendt as chief marketing officer with 30 years' fintech experience

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.

Business Wire
Aug 18th, 2026
YCharts names industry veteran Steve Bendt as Chief Marketing Officer.

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 Strategy
Jul 11th, 2026
WealthTech safari - week of july 10, 2026.

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.