YCharts, Inc.

YCharts, Inc. is a private, cloud-based investment analytics and communications platform headquartered in Chicago, Illinois. Founded in 2009, its mission is to democratize investment research and empower financial professionals with insights and tools to drive financial goals and enhance client communications.

The company provides comprehensive data, powerful visualization tools, and advanced analytics for a wide range of financial instruments, including equities, mutual funds, exchange-traded funds (ETFs), and over 500,000 economic indicators. Its platform supports key functions for financial advisors, broker-dealers, and asset managers, such as security research, portfolio construction, idea generation, market monitoring, and client communication. YCharts offers features like charting, screeners, dashboards, alerts, and AI-powered solutions, including its specialized AI agent named "Y," designed to automate investment analysis and proposal generation.

Sean Brown serves as the CEO of YCharts. In a notable development in July 2026, YCharts acquired Zephyr, an investment analytics company, to enhance its separately managed account (SMA) database and analytics capabilities for advisors. The company also launched "Y," a specialized AI agent for financial professionals, in June 2026. YCharts has been recognized for its consistent growth, being named to the Inc. 5000 list of America's fastest-growing private companies for the 10th consecutive year as of June 2026, and earning the title of a "Software All Star" in five categories in the 2026 T3/Inside Information Technology Survey. YCharts is privately held, having been acquired by private equity firm LLR Partners in October 2020.