Morningstar Ventures — 2011 Investments

1 investments dated 2011 · listed companies and verified rows first · show all

YChartsycharts.com in 𝕏Nov 2011 · $3.3M

YCharts is a financial research and client engagement software company serving financial advisors, RIAs, asset managers, banks and trust companies, and individual investors.

Chicago, US

Shawn Carpenter(President; Chief Executive Officer; Secretary; Treasurer)inNicholas Kocinski(Secretary)

BoardKapil Chaudhary(Director)Jeremy Diamond(Director)Brian Hand(Director)R. H. Bailin(Director)

Co-investorsArba LLC LLR Amicus Capital Partners Hyde Park Angels

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.