YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.

Morningstar

Amicus Capital

Jumpstart Ventures

Hyde Park Angels

I2A Fund

Barney Harford

YCharts

Bloomberg Terminal is a comprehensive platform for financial professionals providing real-time data, news, and analytics.

Bloomberg Terminal

Refinitiv Eikon is a powerful financial analysis and trading software solution, providing access to real-time market data, news, and analytics.

Refinitiv Eikon

Sentieo by AlphaSense is an AI-powered financial research platform that offers comprehensive data, analytics, and collaboration tools for investment professionals.

Sentieo by AlphaSense

FactSet Research Management is a leading provider of integrated financial information and analytical applications to the global investment community.

FactSet Research Management

S&P Capital IQ Platform is a comprehensive financial analysis platform providing essential intelligence for investment professionals.

S&P Capital IQ Platform

Magnifi is a financial technology company focusing on investment domain, providing innovative solutions for investment professionals.

Magnifi

YieldX is a financial technology company specializing in investment solutions and analytics for investment professionals.

YieldX

Koyfin is a financial research platform offering comprehensive data, analytics, and visualization tools for investment professionals.

Koyfin

Morningstar Direct is a leading investment research platform providing comprehensive data, analytics, and research tools for investment professionals.

Morningstar Direct

GuruFocus is a comprehensive value investing website offering a broad collection of data and tools for investors who pick stocks based on value investing principles.

GuruFocus

YCharts is an all-in-one platform for investment research and client communication, founded in 2009 with the mission to democratize investment research. The company aims to provide powerful, intuitive tools for smarter insights, better conversations, and stronger growth for both clients and businesses.

Director of Sales

Regional Sales Manager

Account Executive

Professional Ice Hockey Player

Director of Sales at YCharts

Paul P

Chief Product Officer

VP of Product Management

Vice President - Sales & Customer Success

Fixed Income Trader

Financial Advisor

Chief Product Officer at YCharts

Caleb E

People Partner II

People Partner

People Operations Specialist

HR Coordinator

Customer Service Representative

Human Resources Intern

Olha B

Key Account Representative

Director of Marketing

Sales Strategist

Founder and Vice President

Leader in Training Program Director

Ariel Kutcher

VP, Strategy

Director, Finance & Marketing

Finance Manager

Sr. Analyst - Business Development

Managing Partner

CFO YCharts.com

Nick K

President and CEO

President and Managing Director

Senior Vice President - Product Management

Vice President - Strategy & Corporate Development

CFO / COO & Board Director

Senior Associate

Senior Consultant

President and CEO at YCharts, Inc.                                                  I grow great companies

Sean B

YCharts | Founder

Equity/Derivatives Trader

Founder & CEO

Equity Research Analyst

Risk Management Intern

YCharts | Founder of EFO Edge

David O

Former Chief Executive Officer

Chief Executive Officer

Vice President, Relationship Management

Vice President Relationship Management

Senior Client Services Representative

Board Member

Estee Faranda

Director of Customer Success

Senior Customer Success Manager - Central US & Canada

Customer Success Manager - Central US & Canada

Business Delivery Coordinator

Consultant, Business Process - Capital Markets Loan Operations - Wells Fargo Home Mortgage

Customer Success Manager

Group Event Summer Intern

Director of Customer Success at YCharts

Greg Cagley

Director of Finance

Finance Analyst / Accountant

IT Risk Assurance Staff

IT Risk Assurance Intern

Learning Systems / IT Intern

Intern

Committee Member, DJ

Director of Finance at YCharts

Peter A

Director of Sales, Enablement

Director of Sales, Operations

Account Executive - Growth Business, Financial Services

Team Lead - Sales Development & Enterprise Accounts

Strategic Accounts Representative

Senior Business Development Associate

Advisory Intern

Community Coordinator/Resident Assistant

Director of Sales, Enablement at YCharts

Ben C

Chief Revenue Officer

Head of Sales, Apex Crypto (acquired by Bakkt)

Head Of Sales

Head of Sales & Client Management

Member, Financial Entrepreneur Platform

Managing Director, Asia Pacific

SVP, Sales & Account Management

VP, Sales

Sales Executive

Instructor of English

CRO @ YCharts.  Accomplished FinTech/SaaS Sales Leader.

John Vennet

Director of Customer Solutions

Sales Engineer

Technical Account Manager - Team Lead

Assistant Account Executive

Research Intern

Research Analyst Intern

Cutco Sales Associate

Director of Customer Solutions at YCharts, Inc.

Carl R

VP of Engineering

Senior Software Engineer

Software Engineer

Engineering Leader | CTO

Kevin Fox

Talent Acquisition Partner

Talent Acquisition Partner at YCharts

Christine Kerrigan

news_impact_assignment_basic

key_people

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

industry_trends_dossier

company_summary

events

network_mapping

transactions_dossier

swot_dossier

merger_acquisitions

signals

financial_statements

crunchbase_trigger

crunchbase_profile

li_profile

financials_download_nd

private_financials

swot_analysis

financial_legal_advisories

company_structure

industry_analysis

financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

news_impact_assignment_advanced

news_processing_advanced

news_advanced

purchaser_profile

network_onboarding

translate_crunchbase_fundingrounds

peers

customer_profile

news_basic

valuation

news impact assignment basic	general	Apr 5, 2024 11:16 AM	1ecd78f0
public peers	general
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general	Apr 5, 2024 11:16 AM	625fed81
company summary	general
signals	general	Apr 5, 2024 11:16 AM	39fcd276
crunchbase trigger	general	Nov 11, 2024 10:30 AM	4b7699de
crunchbase profile	general
li profile	general	Apr 5, 2024 11:16 AM	ba0a4330
translate crunchbase fundingrounds	general
peers	general	Apr 5, 2024 11:16 AM	418662e6
news basic	general	Apr 5, 2024 11:16 AM	0fc0bc70
bundesanzeiger	filings	Apr 5, 2024 11:16 AM	a0370a03
merger acquisitions	company_analysis
financials download nd	financials
private financials	financials

COM:YCHARTS

YCharts