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YCharts

Data Analytics / FintechUnited States

YCharts, Inc. is located in Chicago, Illinois. It operates an advisor-facing financial research, analytics, and investment platform.

Subscribe to see YCharts’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event

YCharts at a glance

YCharts is a data analytics / fintech company headquartered in United States. It has raised at least $13M across the 4 funding rounds on record, 3 of them with a disclosed amount. Its most recent funding round raised $5.8M in May 2015. Xcout tracks 12 named people at YCharts, including Sean Brown (President & CEO). Xcout recorded 3 job postings from YCharts in the last 90 days.

Industry
Data Analytics / Fintech
Headquarters
United States
Raised, rounds on record
$13M
Job postings recorded (90 days)
3

YCharts leadership

  • Sean BrownPresident & CEO
  • Nick KocinskiCOO & CFO
  • Klaidi DhamoChief Technology Officer
  • Caleb EplettChief Product Officer
  • John Vander VennetChief Revenue Officer
  • James HanChief Customer Officer

6 more named people on record for YCharts, with roles, board committees and tenure — see the full roster →

YCharts funding rounds

At least $13M raised across the 4 rounds on record (3 with a disclosed amount). Every round on record:

DateRoundAmountInvestors
SEC Form D filing$5.8M—
—$3.9M—
—$3.3M1 named
Series AUndisclosed—

Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →

Hiring at YCharts

Xcout recorded 3 job postings from YCharts in the last 90 days, from a hiring record Xcout has kept since June 2026.

The weekly hiring trend, the roles and locations behind it — see YCharts's hiring signals →

Investors

YCharts competitors

A few of YCharts's closest competitors — see the full list of competitors and alternatives →

MorningstarMORN · Data & AnalyticsChicago, United States
68% matchPublic

Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.

Market cap$6.6B
Employees10,973
Morningstar competitors & alternatives →

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More on YCharts in Xcout Intel

  • 12 named people with titles, LinkedIn and board committees
  • 4 funding rounds with the investors in each, and who they co-invest with
  • Weekly hiring history and the mix of roles behind it
  • The full competitor set, tracking, exports and API access
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