YCharts
Financial Data & Market Intelligence
Overview
YCharts provides investment research, charting and client communication tools for advisers. Its data covers equities, funds, economic indicators and model portfolios. Advisers use its visual reports to explain strategies to clients.
Growth
Hiring Momentum
66/100
Growing
Open positions
5
2 opened / 0 closed in 30 days
Median time-to-fill
35 days
faster than 37% of the market
ATS activity
Every ~7 hours
Today
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Marketing
33% ▲
Sales
33% ▼
Customer Success
33% ▼
Tech stack
Technologies named in job postings at YCharts over the last 12 months, by layer, with the share of postings for each.
Technologies in use
2
Postings analysed
1
Stack modernity
53/100
Languages
PHP
Developer tools
WordPress
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News
The Latest In Financial #AdvisorTech (July 2026)
July 2026's AdvisorTech kicks off with news that Salesforce, RightCapital, and YCharts have all launched their own new AI capabilities.
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Report
Nasdaq Launches Private Capital Indexes for $11.4T in Funds
Nasdaq debuts new indexes tracking 14,000 private market funds worth $11.4 trillion as firms race to benchmark opaque investments
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Report
YCharts Wins WealthManagement.com 2025 Industry Award for AI Chat Innovation
YCharts wins WealthManagement.com 2025 Award for AI Chat, redefining advisor workflows with automation and client-ready insights.
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Report
Report
Elections have little impact on stock prices. Here's what investors should focus on instead.
Recent elections have shown unexpected sector impacts, highlighting the importance of sustainable profit growth, BofA said.
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Report
How advisors can play a vital role - and win clients - on social media
Today's clients are looking for planners who stand out online as they try to make sense of newly available information and tools, according to two expert panels.
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Report
Dani Fava era of buying à la carte tech for Carson Group takes shape with 'modular'-minded YCharts deal -- but Orion is still the mainstay
YCharts -- a 'Bloomberg-terminal-lite' for RIAs -- signals its less-known risk software gave it a leg up to become part of refreshed Carson strategy to be more 'flexible and innovative.'
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Report
20 Essential First Steps For A Healthier Wealth Management Program
To manage a healthier wealth management program, consumers should start by creating a budget.
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Report
YCharts Named to Inc. 5000 Fastest-Growing Private Companies in America for the Eighth Consecutive Year
YCharts celebrates its 8th year on the Inc. 5000 list, showcasing sustained growth and innovation in empowering wealth management professionals.
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Report
What Should Investors Expect From The Market This Election Cycle?
Stocks have performed well on average during election years, and historically, financial markets have rewarded investors who stay the course.
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Report
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Offices
Where the company hires and what each office is for
Cities
1
Hiring now
1
Countries
1
Busiest office
Chicago
Chicago
United States
HQ
5 open roles 6 posted in 90 days $58k Avg Salary
hires for Sales, Customer Success, Marketing