YCharts

Chicago, United States Founded: 2009 • Age: 17 yrs Acquired By LLR Partners
Investment research platform for fixed income investors
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About YCharts

YCharts is a company based in Chicago (United States) founded in 2009 was acquired by LLR Partners in October 2020.. YCharts has raised $13.13 million across 4 funding rounds from investors including Morningstar, Social Leverage and REV. YCharts operates in a competitive market with competitors including Seeking Alpha, Bloomberg, MarketWatch, QuoteMedia and BondCliq, among others.

  • Headquarter Chicago, United States
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Ycharts Inc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Technology → Cloud, Data & Analytics Infrastructure
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $13.13 M (USD)

    in 4 rounds

  • Latest Funding Round
    $6 M (USD), Series C

    May 19, 2015

  • Investors
    Morningstar

    & 7 more

  • Employee Count
    Employee Count
  • Acquired by
    LLR Partners

    (Oct 09, 2020)

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People of YCharts
Headcount 50-200
Employee Profiles 96
Board Members and Advisors 3
Employee Profiles
People
John vander Vennet
Chief Revenue Officer
People
Varun Shah
Senior Revenue Analyst
People
Sean Brown
President & CEO
People
Sulaiman Jalloh
Director Of Information Security & IT

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Board Members and Advisors
people
Estee Faranda
Director

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Funding Insights of YCharts

YCharts has successfully raised a total of $13.13M across 4 strategic funding rounds. The most recent funding activity was a Series C round of $6 million completed in May 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 4
  • Last Round Series C — $6.0M
  • First Round
  • Investors Count 7
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2015 Amount Series C - YCharts Valuation Morningstar
May, 2013 Amount Series C - YCharts Valuation Morningstar , REV
Nov, 2011 Amount Series B - YCharts Valuation Morningstar
I2A
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in YCharts

YCharts has secured backing from 8 investors, including institutional and venture fund investors. Prominent investors backing the company include Morningstar, Social Leverage and REV. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Early to late-stage tech investments are made globally by REV.
Founded Year Domain Location
-
Founded Year Domain Location
Venture capital fund investing in seed to expansion stage startups
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by YCharts

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - YCharts

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Ycharts Comparisons

Employees
+
Add Comparison
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Competitors of YCharts

YCharts operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Seeking Alpha, Bloomberg, MarketWatch, QuoteMedia and BondCliq, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Equity research is crowdsourced from investors for stock markets.
domain founded_year HQ Location
Provider of financial data to enterprises
domain founded_year HQ Location
Business and financial news is delivered through a dedicated website.
domain founded_year HQ Location
Stock market data and financial research solutions are provided.
domain founded_year HQ Location
Central market system for the corporate bond market
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Ycharts

Frequently Asked Questions about YCharts

When was YCharts founded?

YCharts was founded in 2009 and raised its 1st funding round 1 year after it was founded.

Where is YCharts located?

YCharts is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

Is YCharts a funded company?

YCharts is a funded company, having raised a total of $13.13M across 4 funding rounds to date. The company's 1st funding round was a Series B of $3.25M, raised on Apr 07, 2010.

What does YCharts do?

Founded in 2009 in Chicago, United States, YCharts operates as an investment research platform focused on fixed income. Equity, mutual fund, and ETF data are delivered through visualization tools and advanced analytics. Security research, portfolio construction, idea generation, and market monitoring are supported via the platform, serving investors in the financial sector across the U.S.

Who are the top competitors of YCharts?

YCharts's top competitors include Bloomberg, Seeking Alpha and MarketWatch.

Who are YCharts's investors?

YCharts has 8 investors. Key investors include Morningstar, Social Leverage, REV, Amicus Capital Partners, and I2 Aventures.

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