December 15, 2017 1:58 AM ET

Capital Markets

Company Overview of YCharts, Inc.

Company Overview

YCharts, Inc., a financial analytics Website, provides data and analytics solutions for investment professionals, portfolio managers, and wealth advisors. The company offers fundamental equity data, financial data alerts, stocks, fundamental charts, and stock screener; and data tables enables user to compare data across companies for comparable, benchmarking, or time series analysis. It serves wealth managers, asset managers and hedge funds, consultants, investment bankers, business development/sales, venture capital/private equity, equity research analysts, research professionals, and accountants/corporate finance sectors. The company identifies and creates sales opportunities through sales...

414 North Orleans Street

Suite 302

Chicago, IL 60654

United States

Founded in 2009



Key Executives for YCharts, Inc.

President & CEO
Co-Founder & CTO
Chief Financial Officer
Vice President of Customer Success
Vice President of Sales
Compensation as of Fiscal Year 2017.

YCharts, Inc. Key Developments

Dynasty Financial Partners Teams with YCharts

Dynasty Financial Partners and YCharts reported that YCharts will now be an integrated offering through Dynasty's proprietary advisor Desktop. The Dynasty Desktop is a fully integrated desktop customized for high end, independent, financial advisors that provides a full suite of client engagement, financial planning, investment management, research, and business management tools. Dynasty Financial Partners continues to innovate in the Independent RIA Space and continues to refine and expand the Dynasty Desktop capabilities. The addition of YCharts gives financial advisors the power of an institutional level platform. YCharts enables advisors to monitor the macro environment with their database of 400,000+ economic indicators, add visualizations of data for 20,000+ US/Canadian listed companies, and 40,000+ funds. The Dynasty Desktop provides Dynasty's Network of independent financial advisors a next generation workstation providing a seamless single sign-on point of entry.

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Recent Private Companies Transactions

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