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.

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YCharts

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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

industry_trends_dossier

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news_processing_basic

legal

legal_dossier

bundesanzeiger

network

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

events

strategic_challenges

network_mapping

industry_trends

transactions_dossier

strategic_challenges_dossier

financial_statements

network_onboarding

company_summary

signals

regulatory_analysis

industry_analysis

swot_analysis

swot_dossier

competition_analysis

financial_legal_advisories

merger_acquisitions

news_advanced

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news_processing_advanced

peers

news_basic

valuation

customer_profile

industry trends dossier	dataroom	Apr 5, 2024 11:16 AM	b96c5cf2
company dossier	dataroom	Apr 5, 2024 11:16 AM	62f01b61
network	dataroom	Apr 5, 2024 11:16 AM	8e474eda
network mapping	dataroom	Apr 5, 2024 11:16 AM	4c483aa1
transactions dossier	dataroom	Apr 5, 2024 11:16 AM	80188a85
network onboarding	dataroom	Apr 5, 2024 11:16 AM	6f1dd77e
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
news advanced	general	Apr 5, 2024 11:16 AM	48bd24c0
news impact assignment advanced	general	Apr 5, 2024 11:16 AM	6611eb35
news processing advanced	general	Apr 5, 2024 11:16 AM	98b74899
peers	general	Apr 5, 2024 11:16 AM	418662e6
news basic	general	Apr 5, 2024 11:16 AM	0fc0bc70
events	markdown	Apr 5, 2024 11:16 AM	1c887f7b
bundesanzeiger	filings	Apr 5, 2024 11:16 AM	a0370a03
financial statements	filings	Apr 5, 2024 11:16 AM	ecd65c3e
regulatory analysis	company_analysis
industry analysis	company_analysis
swot analysis	company_analysis
competition analysis	company_analysis
financial legal advisories	company_analysis
merger acquisitions	company_analysis
customer profile	customers	Apr 5, 2024 11:16 AM	ae9cab06

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