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The Modern Financial Data Research Platform

The Modern Financial Data Research Platform

YCharts is a financial software company that was founded in 2009 and is backed by Morningstar. YCharts provides the analytic power of a financial terminal (such as Bloomberg, FactSet, CapIQ), but with the ease of use and accessibility of a modern website. Investment professionals across the financial services spectrum have found the product to be a valuable complement to their existing investment tools, or as a lower cost replacement.

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Shawn Carpenter

Avatar for Shawn Carpenter
EVP Rate.com • Xoogler • Founding CEO @YCharts • Founding CEO @RepIQ • Founding CEO @WallStreetView.com Studied at @University of Illinois, Urbana, Champaign
Co-Founder & CTO of @YCharts • Studied EE & CS at @University of California Berkeley
Total raised


Funded over

4 rounds

Latest round

Series C (May 2015)


100% employee covered healthcare

401k plan

Generous vacation policy

Never go hungry

Hassle free commuting

+1 more