YCharts is a financial software company that provides investment research tools including stock charts, stock ratings, and economic indicators.

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Products and servicess

The company's platform offers comprehensive data, powerful visualisation tools and advanced analytics for equity, mutual fund to help investment professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals, enabling clients to develop and visually communicate insights, make investment decisions and save time.

About the business

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 was founded in 2009 to democratise investment research.

About the owners and the team

The company was acquired by LLR Partners through an estimated $202.5 million LBO on October 9, 2020. The team of 100+ employees are led by Sean Brown, Chief Executive Officer & President.

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