YCharts
PrivateLast Round
Buyout/LBO
Oct 9, 2020
Est. Valuation
$12.25M
Total Funding Raised
$10.75M
Company Overview
YCharts is a financial software company that provides a cloud-based investment analytics and client communication platform for financial professionals.
Sector
FinTech
Verticals
Wealth Management, Financial Data, Business Intelligence, Investment Platforms, Data Visualization
Business Model
B2B
Customer Profile
Subscription SaaS, Data as a Service, Services & Consulting, Freemium
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
YCharts Comps
Public and private peers based on sector, stage, and business model.
YCharts Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Buyout/LBO | Oct 9, 2020 | ||||
| Series C | May 18, 2015 | ||||
| VC Round | May 9, 2013 | ||||
| Series B | Nov 17, 2011 | ||||
| Series A | Apr 7, 2010 |
Key People
Founding team and executive leadership
YCharts Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Amicus Capital | Series A, VC Round |
| Chicago Ventures | Series C, Series B, Series A, VC Round |
| Amicus Capital India | Series C |
| REV Venture Partners | Series C, VC Round |
| LLR Partners | Buyout/LBO |
| Social Leverage | Series A |
| Hyde Park Angels | Series C, Series B, VC Round, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 9, 2020
Completed a buyout or leveraged buyout round.
- May 18, 2015
$6M round completed.
YCharts Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about YCharts's valuation, stock price, and market status.
