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List of YCharts Platform Customers

Ycharts
Location
414 N Orleans St Ste 302,
Chicago, 60654-4466, IL,
United States
Website
https://www.ycharts.com/
Phone
1 312-548-3397
Artw industry
Professional Services
Employee
20
Revenue
$2M

Since 2010, our global team of researchers has been studying YCharts Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased YCharts Platform for Investment Research and Market Intelligence from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using YCharts Platform for Investment Research and Market Intelligence include: Integrated Partners, a United States based Banking and Financial Services organisation with 424 employees and revenues of $120.0 million, Whelan Financial, a United States based Banking and Financial Services organisation with 15 employees and revenues of $4.0 million, Ycharts, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million, Transformational Advisory Group, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.

Contact us if you need a completed and verified list of companies using YCharts Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The YCharts Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Integrated Partners Banking and Financial Services 424 $120M United States YCharts YCharts Platform Investment Research and Market Intelligence 2022 n/a
In 2022, Integrated Partners implemented YCharts Platform as its Investment Research and Market Intelligence solution to support finance and model portfolio management across its United States regional advisor network. The YCharts Platform was configured for model portfolio construction, ongoing monitoring, and advisor-facing reporting, with screening tools and dashboard visuals used to surface live performance. Deployment focused on centralizing model governance and improving advisor access to standardized reporting. The implementation centralized 61 model portfolios and extended operational oversight of model deployment and rebalancing workflows across the firm. Integrated Partners reported managed portfolio assets growing from about $700M to roughly $1.3B while advisors gained direct access to live performance, screening, and visualization capabilities in YCharts Platform. The operational scope explicitly covered regional advisors and model portfolio management, aligning portfolio construction, monitoring, and advisor reporting within a single Investment Research and Market Intelligence platform.
Transformational Advisory Group Banking and Financial Services 10 $1M United States YCharts YCharts Platform Investment Research and Market Intelligence 2019 n/a
In 2019 Transformational Advisory Group implemented YCharts Platform as its core investment research and portfolio communication platform. The YCharts Platform was deployed to centralize portfolio analysis, interactive dashboards, and client-facing visuals for the firm, supporting finance and portfolio management operations in the United States under the Investment Research and Market Intelligence category. Implementation included configuration of portfolio analytics and dashboard modules and an Orion integration to synchronize holdings and performance into client reports and meeting materials. The rollout emphasized standardizing research workflows and client meeting deliverables from the firm early stages, helping the firm achieve approximately 8x AUM growth from about $95M to $830M while supporting rapid scale and M&A activity.
Whelan Financial Banking and Financial Services 15 $4M United States YCharts YCharts Platform Investment Research and Market Intelligence 2019 n/a
In 2019, Whelan Financial implemented YCharts Platform to streamline investment research, fund screening, portfolio analysis and client reporting. The YCharts Platform functions as the firm's Investment Research and Market Intelligence application and was configured to support the advisory firm's investment decision workflows and client deliverables. Configuration focused on core modules for securities and mutual fund screening, multi account portfolio analysis, and templated reporting, with FINRA approved report templates used for client documentation in the United States. The implementation standardized data views, watchlists, and model portfolios to reduce manual aggregation and to centralize analyst workspaces. Holdings data integration was implemented via Orion to feed account positions into portfolio analytics and to populate client report templates. Operational coverage centered on the investment committee, the advisory firm's portfolio management function, and client reporting workflows, aligning research outputs with compliance review steps. Governance changes included formalizing workflow steps for research approval and report generation across the investment committee and instituting versioned FINRA approved templates for compliance readiness. The firm reduced time spent on manual research and improved the quality and compliance readiness of client facing reports.
Professional Services 20 $2M United States YCharts YCharts Platform Investment Research and Market Intelligence 2018 n/a
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Buyer Intent: Companies Evaluating YCharts Platform

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FAQ - APPS RUN THE WORLD YCharts Platform Coverage

YCharts Platform is a Investment Research and Market Intelligence solution from YCharts.

Companies worldwide use YCharts Platform, from small firms to large enterprises across 21+ industries.

Organizations such as Integrated Partners, Whelan Financial, Ycharts and Transformational Advisory Group are recorded users of YCharts Platform for Investment Research and Market Intelligence.

Companies using YCharts Platform are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.

Companies using YCharts Platform are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of YCharts Platform across Americas, EMEA, and APAC.

Companies using YCharts Platform range from small businesses with 0-100 employees - 75%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of YCharts Platform include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified YCharts Platform customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Investment Research and Market Intelligence.