YCharts
PrivateLast Round
Buyout/LBO
Oct 9, 2020
Est. Valuation
$12.25M
Total Funding Raised
$10.75M
Company Overview
YCharts operates in FinTech and is based in Chicago, Illinois. Its latest recorded funding round was a Series C round in May 2015.
YCharts is a financial software company that provides a cloud-based investment research and client communication platform for financial professionals.
Sector
FinTech
Verticals
Financial Data, Investment Platforms, Wealth Management, Business Intelligence, Data Visualization
Business Model
B2B
Customer Profile
Subscription SaaS, Data as a Service
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
YCharts Comparables
Compare YCharts with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Kwanti | 79% | |
| Koyfin | 78% | |
| Morningstar, Inc. | 78% |
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YCharts Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Buyout/LBO | Oct 9, 2020 | ||||
| Series C | May 18, 2015 | ||||
| VC Round | May 9, 2013 | ||||
| Series B | Nov 17, 2011 | ||||
| Series A | Apr 7, 2010 |
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Key People
Founding team and executive leadership
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YCharts Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Amicus Capital | Series A, VC Round |
| Chicago Ventures | Series C, Series B, Series A, VC Round |
| Amicus Capital India | Series C |
| LLR Partners | Buyout/LBO |
| Social Leverage | Series A |
| REV Venture Partners | Series C, VC Round |
| Hyde Park Angels | Series C, Series B, VC Round, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 9, 2020
Completed a buyout or leveraged buyout round.
- May 18, 2015
$6M round completed.
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Recent news
Latest coverage and updates
- launchesOct 7, 2026
Ycharts launches Risk & Proposal Manager, which consolidates risk assessment, proposals, and ongoing client management in one platform for financial advisors, on Oct 7th '26.
- attends_eventSep 1, 2026
Ycharts is slated to have a big presence at the Future Proof Festival in California, where it connects with advisors and asset managers and showcases its agentic AI tool.
- recognized_asSep 1, 2026
Ycharts recognized as Inc. 5000.
- receives_awardAug 18, 2026
Ycharts earned a 2025 Wealthie Award for its AI Chat feature.
- hiresAug 18, 2026
Ycharts appoints industry veteran Steve Bendt as Chief Marketing Officer on Aug 18th '26, with responsibility for global marketing, brand, demand generation, and go-to-market strategy.
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YCharts Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about YCharts's valuation, stock price, and market status.
Is YCharts a public or private company?
YCharts is a private company.
What is the current stock price of YCharts?
YCharts is a private company, so its shares have no public market price. Caplight tracks YCharts's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is YCharts worth (valuation)?
YCharts's valuation is estimated at $12.3M based on funding round data.
Can I buy YCharts stock?
YCharts shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was YCharts's last funding round?
YCharts's most recent funding round was Buyout/LBO on October 9, 2020.
Who are the main investors in YCharts?
Key investors in YCharts include LLR Partners, REV Venture Partners, Hyde Park Angels.
Will YCharts IPO soon?
No public IPO plans have been announced for YCharts.
How can I track YCharts secondary market activity?
Caplight tracks bids, offers, and trades in YCharts's shares on secondary markets.