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YCharts

Chicago, US · Founded 2010 · Delaware corporation · 7 known investors

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YCharts is a financial research and client engagement software company serving financial advisors, RIAs, asset managers, banks and trust companies, and individual investors. Its platform provides securities and economic data, portfolio construction and monitoring tools, proposal generation, risk assessment, an AI agent, and integrations with systems such as Orion, Redtail, Salesforce, and eMoney.

Founders & leadership

YCharts was founded in 2010 by Shawn Carpenter.

SCShawn Carpenter
Shawn CarpenterCo-Founder, CEO & BOD Member2009–2020Shawn Carpenter co-founded and served as CEO of YCharts, a financial technology platform for investment professionals and financial advisors; he has also held marketing leadership at Rate.com and roles in strategy and growth at Google, and more recently acquired and developed StockAlarm, an AI-powered market monitoring and research platform.
NK
Nicholas KocinskiSecretary

Board

KC
Kapil ChaudharyBoard director
JD
Jeremy DiamondBoard director
BH
Brian HandBoard director
RH
R. H. BailinBoard director
TR
Tricia RothschildBoard director

Investors · 7

LLRlisted by LLRPhiladelphia · $10M – $200M

How we know: LLR's portfolio page · funding news · Not right? Tell us

Amicus Capital PartnersreportedBangalore

How we know: techcrunch.com · Not right? Tell us

Hyde Park AngelsreportedChicago

How we know: funding news · techcrunch.com · the VCSheet dataset · Not right? Tell us

Morningstar VenturesreportedDubai

How we know: techcrunch.com · Not right? Tell us

Also in the syndicate · 2

I2AReed Elsevier Ventureslead

Funding

SEC filings, press & company announcements

$5.8M disclosed across 1 of 3 rounds · 2011–2015

▶$5.8MraisedMay 2015 · 16 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Kapil ChaudharyDirector
  • Tricia RothschildDirector
  • Jeremy DiamondDirector
  • Brian HandDirector
  • Nicholas KocinskiExecutive Officer
  • Shawn CarpenterExecutive Officer, Director
  • R. H. BailinDirector
Offering amount
$5.8M
Amount sold
$5.8M
First sale
May 2015
Incorporated
Corporation, Delaware, 2010
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Related companies · 4

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Seeking AlphaSeeking Alpha is a financial research platform offering stock analysis, market news, investment ideas, and quantitative ratings across asset classes, drawing on a large community of contributing analysts. It serves individual and professional investors seeking research and data-driven insight on stocks and markets.
NasdaqNasdaq operates a technology infrastructure platform for financial markets across three business segments: Capital Access Platforms (which includes listing services, indices, and analytics tools), Financial Technology (comprising compliance, regulatory, and capital markets software), and Market Services (equities and derivatives trading operations). The company serves financial institutions, listed companies, investment managers, and regulatory agencies globally.
TipRanksFinancial analysis and stock research platform.

Companies working in the same space as YCharts.

In the news

YCharts sells to PE firm in all-cash transaction as it looks to pass $15M ARR this year | TechCrunchtechcrunch.com · Oct 2020Web-Based Financial Terminal YCharts Raises $3.875M Round Led By Morningstartechcrunch.com · May 2013Stock Research Startup YCharts Raises $3.25M From Morningstar | TechCrunchtechcrunch.com · Nov 2011

Frequently asked questions

What does YCharts do?
YCharts is a financial research and client engagement software company serving financial advisors, RIAs, asset managers, banks and trust companies, and individual investors. Its platform provides securities and economic data, portfolio construction and monitoring tools, proposal generation, risk assessment, an AI agent, and integrations with systems such as Orion, Redtail, Salesforce, and eMoney.
Who founded YCharts?
YCharts was founded by Shawn Carpenter in 2010.
Who are YCharts's investors?
YCharts's investors include Arba LLC, LLR, Amicus Capital Partners, Hyde Park Angels, Morningstar Ventures.
How much funding has YCharts raised?
YCharts has disclosed $5.8M raised across 1 of its 3 known rounds.
Where is YCharts headquartered?
YCharts is headquartered in Chicago, US.