YCharts

YCharts

Financial Services

Chicago, Illinois 24,882 followers

Enabling smarter investment decisions and better client communications.

About us

YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement. YCharts serves a client base of financial advisors, asset managers and sophisticated personal investors, offering comprehensive data, powerful visualization tools, and advanced analytics capabilities. Start a free trial at YCharts.com

Industry
Financial Services
Company size
51-200 employees
Headquarters
Chicago, Illinois
Type
Privately Held
Founded
2009
Specialties
Investor Research Tools, Stock Research, Economic Indicators, Investment Research, Security Analysis, Excel Analysis, Screening, Charting, Alerts, RIA Tools, fundamental research, Investing, Model Portfolios, Dynamic Model Portfolios, Wholesalers, Asset Managers, Wealth Managers, and Financial Advisors

Locations

Employees at YCharts

Updates

  • View organization page for YCharts, graphic

    24,882 followers

    📊 NEW Asset Management Pulse: 2024 ETF Market Share Recap From the record-breaking launch of Bitcoin ETFs to the shifting dynamics in core equity, fixed income, and alternative strategies, 2024 was a year of major ETF market movements. 🤼♂️SPY vs. VOO vs. IVV—Did the market share battle shift? 🏆 Fixed income—How did bond ETFs stack up? 🔍 New strategies—Which type of funds gained the most traction? Get the full breakdown of ETF market share trends and 2024 fund flows in the latest Pulse! #ETFs #AssetManagement #BitcoinETFs

    2024 ETF Market Share Recap

    2024 ETF Market Share Recap

    YCharts on LinkedIn

  • YCharts reposted this

    If retaining your best clients in 2025 (and beyond) is a priority, you have to give them *more* than just great service. What your clients truly want — even if they don’t say so ⬇ Is to feel connected, valued, and understood. But how is it possible to create that level of connection without adding hours to your already busy schedule? The answer is podcasting! 📅 Join us this Thursday (01/30) at 2pm ET to learn 3 Proven Podcast Strategies to Retain Your Best Clients (register below!) 🎤Hosted by our Podcast Expert & Coach Matt Halloran, and Marketing Editor, Jessica Brown. We’re sharing real examples of how successful advisors, like you, are using podcasts to become unforgettable, irreplaceable, and more referable to their best clients. Discover retention strategies to: ✦ Become your clients’ trusted guide through every life event — financial and beyond. ✦ Deliver a star treatment that deepens relationships and drives referrals. ✦ Communicate consistently without getting bogged down in content creation. Register now, and gain a retention edge this year! https://bit.ly/4iwCl6V No matter where you are in your podcasting journey, this is your moment to create deeper connections and lasting loyalty with every episode 🤝

    • Free Webinar: Thursday, January 30 at 2pm ET/ 11AM PT

3 Proven Podcast Strategies to Retain Your Best Clients

Hosted by Matt Halloran & Jessica Brown

Discover tactics you can use immediately to become unforgettable, irreplaceable, and more referable to your best clients. 

Save your spot today.

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Funding

YCharts 4 total rounds

Last Round

Series C

US$ 6.0M

See more info on crunchbase