Learn more at LeadIQ.com

Insights

Strategic Partnerships YCharts has established strategic partnerships with industry players like Carson Group and Cetera Financial Group, showcasing potential for collaboration and cross-selling opportunities.

Integration with Key Players YCharts' integrations with major financial institutions like Charles Schwab and Broadridge highlight opportunities for product bundling and expanding market reach through leveraging existing relationships.

Industry Recognition YCharts' consistent recognition as a top provider and winner of industry awards positions the company as a trusted and reputable partner, presenting a strong foundation for initiating sales conversations with potential clients.

Client Savings & Value Proposition With YCharts enabling time savings, affordability, and value generation for investing professionals, there is a clear sales pitch focused on cost-efficiency, productivity enhancement, and client value creation.

Competitive Comparison By comparing YCharts to similar companies like Thomson Reuters, Bloomberg, and Morningstar in terms of size and revenue, sales teams can identify market positioning and unique selling points to differentiate the company effectively.

Similar companies to YCharts

YCharts Tech Stack

YCharts uses 8 technology products and services including comScore, Google Ads Conversion Tracking, jsDelivr, and more. Explore YCharts's tech stack below.

comScore
Analytics
Google Ads Conversion Tracking
Analytics
jsDelivr
Content Delivery Network
Moment.js
Javascript Libraries
Microsoft
Miscellaneous
TypeScript
Programming Languages
Smash Balloon Instagram Feed
Web Platform Extensions
a3 Lazy Load
Web Platform Extensions

Media & News

YCharts's Email Address Formats

YCharts uses at least 1 format(s):

YCharts Email Formats	Example	Percentage
FLast@ycharts.com	JDoe@ycharts.com	51%
First@ycharts.com	John@ycharts.com	45%
Last@ycharts.com	Doe@ycharts.com	3%
FMiddleLast@ycharts.com	JMichaelDoe@ycharts.com	1%

Frequently Asked Questions

Where is YCharts's headquarters located?

YCharts's main headquarters is located at 350 N La Salle Dr Suite 600 Chicago, Illinois 60654 US. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is YCharts's phone number?

You can contact YCharts's main corporate office by phone at

+1-773-294-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is YCharts's official website and social media links?

YCharts's official website is ycharts.com and has social profiles on LinkedIn.

How much revenue does YCharts generate?

As of November 2024, YCharts's annual revenue reached $35M.

What is YCharts's SIC code NAICS code?

YCharts's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does YCharts have currently?

As of November 2024, YCharts has approximately 159 employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Revenue Officer: J. V. V.Chief Customer Officer: J. H.Chief Technology Officer: K. D.. Explore YCharts's employee directory with LeadIQ.

What industry does YCharts belong to?

YCharts operates in the Financial Services industry.

What technology does YCharts use?

YCharts's tech stack includes comScoreGoogle Ads Conversion TrackingjsDelivrMoment.jsMicrosoftTypeScriptSmash Balloon Instagram Feeda3 Lazy Load.

What is YCharts's email format?

YCharts's email format typically follows the pattern of . Find more YCharts email formats with LeadIQ.

How much funding has YCharts raised to date?

As of November 2024, YCharts has raised $6M in funding. The last funding round occurred on May 18, 2015 for $6M.

When was YCharts founded?

YCharts was founded in 2009.

YCharts

YCharts

Financial ServicesIllinois, United States51-200 Employees

YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.

Company Overview

Headquarters: 350 N La Salle Dr Suite 600 Chicago, Illinois 60654 US
Phone number: ✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
+1-773-294-****
Website: ycharts.com
SIC Code: 8742 - Management Consulting Services
NAICS Code: 52 - Finance and Insurance
Founded: 2009
Employees: 51-200

Media & News

Funding & Financials

$6M
YCharts has raised a total of $6M of funding over 4 rounds. Their latest funding round was raised on May 18, 2015 in the amount of $6M.
$10M$50M
YCharts's revenue is in the range of $10M$50M

Funding & Financials

$6M
YCharts has raised a total of $6M of funding over 4 rounds. Their latest funding round was raised on May 18, 2015 in the amount of $6M.
$10M$50M
YCharts's revenue is in the range of $10M$50M

Company Leadership

J. V. V.
Chief Revenue Officer
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
J. H.
Chief Customer Officer
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
K. D.
Chief Technology Officer
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
O. S.
Vice President Of People
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
K. H.
Vice President Of Marketing
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

Employee Directory

K. H.
Vice President Of Marketing
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
L. O.
Vice President Of Enterprise Sales
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
R. S.
Vp Of Product Management
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
G. R.
Vp Of Sales
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
B. C.
Director Of Sales, Enablement
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for YCharts and Millions of Other Companies
Sign up for full access to YCharts information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

Go to Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.