Ycharts

Company Finder

Do you work for Ycharts? You can enrich your data with Simple and reach the next generation of client.

Portfolio Management

HQ

United States of America

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 $750bn in assets.

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Chief Investment Officer

Multi Family Office in the US

Some companies with in depth profiles

WIZE by TeamWork

Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Addepar

Consolidated Reporting

HQ

United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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Company Finder

Ycharts

Category

Portfolio Management

HQ

United States of America

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

Simple solutions for complex times.

Insights

Companies

Ycharts

Company Finder

Ycharts

Category

Portfolio Management

HQ

United States of America

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

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