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.

Ara Anjargolian

Shawn Carpenter

YCharts

Cornerstone Advisors, LLC manages assets for individuals and families, providing investment management and financial planning services.

Cornerstone Advisors, LLC

iQuant Solutions provides data management and reporting services to financial institutions, with a focus on regulatory compliance and quality data management. Self-described as a partner in data management.

iQuant Solutions

Qbitia specializes in data automation and trading, providing technology for financial management and investment. It focuses on the management of financial information and data, financial instrument classification, and trading automation.

Qbitia

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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Company Name	YCharts	Cornerstone Advisors, LLC	iQuant Solutions	Qbitia
Symbol
MSH ID	COM:YCHARTS	COM:ADVISORSTL	COM:IQUANTSOLUTIONS	COM:QBITIA
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Technology	Investment Management	Financial Technology	Financial Technology
Country	US	US	DE	ES
Stage				Venture Round
Employee Count	146
Website	ycharts.com	advisorstl.com	iquantsolutions.com	qbitia.com
LinkedIn	ycharts
Founders

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Monthly Web Traffic				424
Web Traffic Growth				11.85
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COM:YCHARTS

YCharts

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