YCharts was founded in 2009 to democratize investment research. YCharts has now grown to become a full-service fundamental research platform with tools that are easy to use, data that is reliable and timely, and customer service that stands head and shoulders above the industry.
YCHARTS IS A GEN ZERO PARTNER OF THE FUTURE PROOF FESTIVAL. GEN ZERO PARTNER STATUS IS LIMITED TO 40 FORWARD-THINKING COMPANIES WHO ARE COMMITTED TO BUILDING THE FUTURE OF WEALTH.
YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 7,500 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.