YCharts - About the company
YCharts is an acquired company based in Chicago (United States), founded in 2009 by Shawn Carpenter and Ara Anjargolian. It operates as an Investment research platform for fixed income investors. YCharts has raised $13.1M in funding from investors like Morningstar, Amicus Capital and Social Leverage. The company has 176 active competitors, including 18 funded and 23 that have exited. Its top competitors include companies like Seeking Alpha, Snowball and MarketWatch.
Company Details
Investment research platform for fixed income investors. It offers comprehensive data, visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. It also offers a platform for security research, portfolio construction, idea generation, and market monitoring.
- Website
- ycharts.com
- Registered Address
- Chicago, Illinois
Key Metrics
Founded Year
2009
Location
Chicago, United States
Stage
Acquired
Total Funding
$13.1M in 4 rounds
Latest Funding Round
Investors
Ranked
3rd among 176 active competitors
Employee Count
200 as on Sep 30, 2026
Similar Companies
Exit Details
Acquired by LLR Partners (Oct 09, 2020)
Legal entities associated with YCharts
YCharts is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
YCHARTS INC CIN: 272106940 , United States, Active | Dec 26, 999 | - | 120 (As on Dec 31, 2024) | - |
YCharts's acquisition details
YCharts got acquired by LLR Partners on Oct 09, 2020.
Click here to take a look at YCharts's acquisition in detail
Sign up to download YCharts' company profile
YCharts's funding and investors
YCharts has raised a total funding of $13.1M over 4 rounds. Its first funding round was on Apr 07, 2010. Its latest funding round was a Series C round on May 19, 2015 for $*****. 5 investors participated in its latest round. YCharts has 14 institutional investors.
Here is the list of recent funding rounds of YCharts:
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Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
May 19, 2015 | 5574092 | Series C | 9548309 | 7614839 | 4204511 | 1903278 |
May 09, 2013 | 4104161 | Series C | 1864204 | 4186840 | 7752361 | |
Nov 17, 2011 | 9456889 | Series B | 5997677 | 4962260 |
View details of YCharts's funding rounds and investors
YCharts' founders and board of directors
Founder? Claim ProfileThe founders of YCharts are Shawn Carpenter and Ara Anjargolian.
Here are the details of YCharts' key team members:
- Shawn Carpenter: Co-Founder & CEO of YCharts and founder of 2 other companies, Center Mark Capital and RepIQ.
- Ara Anjargolian: Co-Founder & CTO of YCharts.
View details of YCharts's Founder profiles and Board Members
YCharts' employee count trend
YCharts has 200 employees as of Sep 26. Here is YCharts's employee count trend over the years:
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YCharts's Competitors and alternates
Top competitors of YCharts include Seeking Alpha, Snowball and MarketWatch. Here is the list of Top 10 competitors of YCharts, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Seeking Alpha 2004, New York City (United States), Series B | Crowdsourced equity research platform for stock markets | $7M | 75/100 | |
2nd | Operator of financial information, wealth management, and investment community platform | $293M | 66/100 | ||
3rd | YCharts 2009, Chicago (United States), Acquired | Investment research platform for fixed income investors | $13.1M | 62/100 | |
4th | MarketWatch 1997, New York City (United States), Acquired | Financial news, stock market analysis, and investment guidance platform | - | 59/100 | |
5th | Barchart 1934, Chicago (United States), Funding Raised | Market data, analytics, and technology solutions for financial and commodity industries | - | - | 58/100 |
6th | ADVFN 1999, London (United Kingdom), Public | Provider of real-time stock, options, crypto market data, and tools | - | - | 55/100 |
7th | Wind Information 1994, Shanghai (China), Series D | Online financial data and information portal | $216M | 48/100 | |
8th | Reflexivity 2019, New York City (United States), Series B | Analytics and artificial intelligence platform offering tools for investment research | $40.5M | 48/100 | |
9th | IPO Premium 2022, India, Unfunded | App-based platform provides information, alerts, and live subscription data for the IPOs | - | - | 47/100 |
10th | BondCliq 2016, New York City (United States), Series A | Central market system for the corporate bond market | $14.6M | 45/100 |
Looking for more details on YCharts's competitors? Click here to see the top ones
YCharts's Investments and acquisitions
YCharts has made no investments or acquisitions yet.
Reports related to YCharts
Here is the latest report on YCharts's sector:
News related to YCharts
Media has covered YCharts for a total of 4 events in the last 1 year, 1 of them has been about company updates and 1 about people movement.
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YCharts Named Software All Star in Five Categories in the 2026 T3/Inside Information Software SurveyBusiness Wire•Mar 13, 2026•YCharts
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YCharts Earns Top Spot on G2’s 2026 Best Software Awards for Best Financial Services Software ProductsBusiness Wire•Feb 19, 2026•YCharts
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YCharts Introduces Hamilton Lane Benchmarks to Bring Private Markets Insights to AdvisorsBusiness Wire•Feb 10, 2026•YCharts
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YCharts and eMoney Launch Integration to Connect Financial Plans with Investment ProposalsBusiness Wire•Sep 03, 2025•eMoney Advisor, YCharts
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YCharts Named to Inc. 5000 Fastest-Growing Private Companies for Ninth YearBusiness Wire•Aug 12, 2025•YCharts
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Breaking Open the Black Box: YCharts Introduces Transparent, Customizable Risk ProfilesBusiness Wire•Apr 22, 2025•YCharts
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Midwestern Securities and YCharts Partner to Enhance Advisor Efficiency and Client EngagementGlobal Fintech Series•Apr 03, 2025•Midwesternsecurities, YCharts
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YCharts' new AI chat boosts investment research and client engagement.Global Fintech Series•Mar 06, 2025•YCharts
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YCharts and Designed Securities Announce Strategic Partnership to Empower Canadian AdvisorsFinancial Post•Dec 11, 2024•YCharts, Designed Wealth Management
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