About YCharts
YCharts is a Technology company based in Chicago (United States) founded in 2009, and was acquired by LLR Partners in October 2020. Investment research platform for fixed income investors. YCharts has raised $13.13 million across 4 funding rounds from investors including Morningstar, Social Leverage and REV. Its website ycharts.com draws about 898 thousand monthly visits. Its focus areas include Enterprise Applications, Data as a Service, Industries and Investment Data. Its legal entity is YCHARTS INC. Its competitors include Seeking Alpha, Bloomberg and MarketWatch; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Chicago, United States
- Stage Acquired
- SectorsTechnology
- Website category Finance · Investing
- Website ycharts.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by LLR Partners (Oct 2020)
- Legal Name Ycharts Inc
- Total Equity Funding$13.13M (USD)
in 4 rounds
- Latest Funding Round$6M (USD), Series C
May 2015
- InvestorsMorningstar
& 7 more
- Acquired byLLR Partners
(Oct 2020)
Apps and channels of YCharts
its YouTube channel YCharts has 4.95K subscribers and 30 videos.
Videos from YCharts
The most watched videos on YCharts's YouTube channel, YCharts (4.95K subscribers). Click a video to play it here.
More on YCharts.
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 $13.13M
- Total Rounds 4
- Last Round Series C — $6M
- Investors Count 7
All 4 funding rounds of YCharts with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2015 | $6M | Series C | – | Morningstar | |
| May 2013 | $3.88M | Series C | – | Morningstar, REV | |
| Nov 2011 | $3.25M | Series B | – | Morningstar | |
| Apr 2010 | Series A | – | Amicus Capital, Social Leverage | – |
8 investors in total: 8 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early to late-stage tech investments are made globally by REV. | rev.vc | London, United Kingdom | ||
| amicuscp.com | ||||
Venture capital fund investing in seed to expansion stage startups | i2aventures.com | Chicago, United States | ||
Early-stage startups are funded through venture capital investments. | hpa.vc | Chicago, United States | ||
Seed stage VC firm investing in the US | amicuscapital.com | San Francisco, United States | ||
Venture capital firm and fund of funds focused on fintech, Adtech, and multiple sectors | 2009 | socialleverage.com | Scottsdale, United States | |
Private equity firm investing in technology and healthcare businesses for growth capital. | llrpartners.com | |||
Financial data and investment advisory tools are offered online. | 1984 | morningstar.com | Chicago, United States |
Investor details for YCharts
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of YCharts
99 people are tracked at YCharts (21 in leadership, 3 in board & advisors, 75 in team).
| Name | Role | Group |
|---|---|---|
John vander Vennet | Chief Revenue Officer | Leadership |
Sean Brown | President & CEO | Leadership |
Sulaiman Jalloh | Director Of Information Security & IT | Leadership |
Lauck Olson | VP, Enterprise Sales | Leadership |
Nick Kocinski | COO & CFO | Leadership |
Rushi Shah | VP, Product Management | Leadership |
James Han | Chief Customer Officer | Leadership |
Ben Cohen | Director Of Sales, Enablement | Leadership |
Paul Phillips | Senior Director Of Sales | Leadership |
Olga Spivak | VP, People | Leadership |
Kara Hughes | VP, Marketing | Leadership |
Molly Fernandez | Director Of Customer Success - Enterprise | Leadership |
Tania Hollander | Director Of Marketing | Leadership |
Thomas Jakeway | Director - Head Of Data Engineering | Leadership |
Sarah Kreissler | Director Of Customer Support | Leadership |
Anthony Hayes | Director Of Sales | Leadership |
Greg Cagley | Director Of Customer Success | Leadership |
Olha Bezruchko | Senior People Operations Partner | Leadership |
Steven Svetlick | Account Executive - Key Partner Exp | Leadership |
Ethan Toth | Director Of Sales & Marketing Operations | Leadership |
79 more people are available in the full profile.
Complete people profiles for YCharts
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of YCharts
4 dated milestones of YCharts across 11 years, from founding to its latest funding, stage changes and deals.
- Founded YCharts is founded.
- Funding First funding round.
- Funding Latest funding round, Series C, of $6.0M.
- Exit Acquired by LLR Partners.
Competitors of YCharts
YCharts has 3 listed competitors in our database, 1 of them funded. They include Seeking Alpha, Bloomberg and MarketWatch.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| seekingalpha.com | 2004 | New York, United States | $7M | 91 | Equity research is crowdsourced from investors for stock markets. | |
| bloomberg.com | 1981 | New York, United States | 14,760 | Provider of financial data to enterprises | ||
| marketwatch.com | 1997 | New York, United States | Business and financial news is delivered through a dedicated website. |
Detailed competitors of YCharts
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of YCharts
The website of YCharts (ycharts.com) receives about 897.5K visits a month and ranks #49,773 among all websites worldwide, #3,148 in Investing.
- Monthly visits897.5K
▼ 0.8% vs previous month
- Unique visitors355.5K
per month
- Global rank#49,773
among all websites
- Category rank#3,148
Finance · Investing
- Bounce rate53%
- Pages per visit4.5
- Average visit2 min 44 sec
- DevicesDesktop 67% · Mobile 33%
Websites whose visitors overlap most with YCharts. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| gurufocus.com | 100% | 1.8M | #33,122 | View details | |
| macrotrends.net | 91% | #19,569 | View details | ||
| tradingeconomics.com | 86% | 21.3M | #4,723 | View details | |
companiesmarketcap.com | companiesmarketcap.com | 80% | #14,897 | – | |
| updown.com | 75% | 3K | #6,141,194 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for YCharts
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as YCharts (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Ycharts
Complete news archive for YCharts
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about YCharts
YCharts was founded in 2009 and raised its 1st funding round 1 year after it was founded.
YCharts is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
YCharts is a funded company, having raised a total of $13.13M across 4 funding rounds to date.
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.
YCharts's top competitors include Bloomberg, Seeking Alpha and MarketWatch.
YCharts has 8 investors. Key investors include Morningstar, Social Leverage, REV, Amicus Capital Partners, and I2 Aventures.
YCharts operates through Ycharts Inc.
Yes. YCharts was acquired by LLR Partners in October 2020.
The website of YCharts receives about 898 thousand visits a month and ranks #49,773 among all websites worldwide.