Founded in 2009, YCharts has spent the last decade carving out a niche as the user-friendly, highly visual alternative to legacy data terminals. With over ranging from RIAs to asset managers, the platform has become essential for advisors who need to translate complex data into clear, client-ready visuals.
Faster rollouts of new data sets and visualization tools. YCharts sells to PE firm in all-cash transactio...
Here is a blog post covering the acquisition and its implications for the fintech industry. Founded in 2009, YCharts has spent the last
In late 2020, Chicago-based financial research platform was acquired by the private equity firm LLR Partners in an all-cash transaction. While specific financial terms were not officially disclosed, industry analysis at the time estimated the deal's value between $135 million and $270 million , based on the company's $15 million in annual recurring revenue (ARR). Here is a blog post covering the acquisition
Expanding the platform’s reach to more of the 300,000+ financial advisors in the U.S.
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