Fundraising Fox

YCharts

Chicago, US · Founded 2010 · Delaware corporation · 2 known investors

Find your way into YCharts

4 people in our graph share verified history with the YCharts team — schools, employers, funds. One of them is your warm intro.

Tony Askewunlockedknows Shawn Carpenter · together at YCharts (overlapped)
×3knows the team · via YCharts

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 CarpenterinCo-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 · 2

LLRPhiladelphia · $10M – $200M
Hyde Park Angelsreported · 2 sourcesChicago

Reported raises · per SEC filings

Form D private placements

$5.8M disclosed across 1 round · 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.

Competitors · 3

by search overlap
TradingView59800 shared keywordsTradingView is a charting platform and social network used by over 100 million traders and investors worldwide to analyze and trade across global financial markets. The platform provides tools for technical analysis, market data, and community collaboration for retail and institutional traders.
Seeking Alpha38375 shared keywordsSeeking 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.
TipRanks23678 shared keywordsFinancial analysis and stock research platform.

Companies competing with YCharts for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

YCharts Review 2024 | An Alternative to a Bloomberg Terminal?moneywise.com · Dec 2023YCharts sells to PE firm in all-cash transaction as it looks to pass $15M ARR this year | TechCrunchtechcrunch.com · Oct 2020YCharts Raises Another $6 Million in VC Fundingwealthmanagement.com · May 2015Web-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 2011YCharts Raises $3.25M in Series B Funding - FinSMEsfinsmes.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 LLR, Hyde Park Angels.
How much funding has YCharts raised?
YCharts has disclosed $5.8M raised across 1 round.
Where is YCharts headquartered?
YCharts is headquartered in Chicago, US.