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YCharts competitors & alternatives
The 12 closest competitors and alternatives to YCharts among data analytics / fintech companies — ranked by similarity to what YCharts actually does, not by market-cap band.
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About YCharts
YCharts, Inc. is located in Chicago, Illinois. It operates an advisor-facing financial research, analytics, and investment platform.
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.
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:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $5.8M | — | |
| — | $3.9M | — | |
| — | $3.3M | 1 named | |
| Series A | Undisclosed | — |
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 →
Top 12 YCharts competitors
Ranked by semantic similarity — how close each company is to YCharts by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Data & Analytics
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.
Data & Analytics
The Center for Research in Security Prices (CRSP) is a financial services organization affiliated with the University of Chicago that provides historical market data and research products.
Data & Analytics
Syntax, LLC provides financial data, indexing tools, and market intelligence solutions for financial professionals and institutions. The company offers a proprietary data platform that maps corporate supply chains and market shares, alongside automated portfolio management software for creating customized indices.
Financial Services Software
Tradier Inc. is a financial technology company headquartered in Charlotte, North Carolina, that provides brokerage and API integration services for online trading platforms.
SaaS
Standard Metrics is an AI-driven financial data platform that helps investors and their portfolio companies make more informed, forward-looking decisions. Headquartered in San Francisco, California, the company provides tools for tracking new company profiles, funding moves, and hiring trends across the market.
Financial Technology & Market Data
Barchart provides financial market data, software, trading tools, and commodity information for businesses and investors.
Financial Software
InvestiFi, formerly known as CryptoFi, is a financial services company headquartered in Chicago, Illinois. It offers a platform designed to provide actionable insights and banking solutions.
Financial Software
Trendrating is a global investment analytics and portfolio management technology company that assists professional investors in making informed decisions. Headquartered in London, United Kingdom, the firm offers specialized financial software and research tools.
Accounting & Financial Software
4 Impact Data, Inc. provides a decision intelligence platform designed for CPA firms and accounting practices. The software continuously monitors client portfolios to detect financial risks early, surface revenue growth opportunities, and provide actionable guidance to help firms scale their client accounting services.
Financial Software
Canalyst is a software development and financial data company founded in 2015, headquartered in Vancouver, British Columbia, with an additional office in New York. The firm provides financial modeling tools and fundamental research data.
Financial Technology & Data
Financial Modeling Prep provides real-time financial data, historical market data, and fundamental datasets via developer-friendly APIs.
Data Analytics
Circana is a company headquartered in Chicago, Illinois, United States, with global offices. It is a leader in providing technology, AI, and data to fast-moving consumer packaged goods companies, durables manufacturers, and retailers to drive growth.
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