CHICAGO--(BUSINESS WIRE)--YCharts, a leading SaaS platform for investment research and client communication in the wealth management industry, proudly announces its inclusion in the Inc. 5000 list of Fastest-Growing Private Companies in America for the eighth consecutive year. Achieving this streak is a feat accomplished by fewer than 1% of applicants, showcasing YCharts' sustained growth and commitment to delivering innovative solutions that empower wealth management professionals.
Since its founding in 2009, YCharts has been on a mission to democratize access to powerful investment data and communication tools for financial professionals. Recent years have seen YCharts significantly expand its product offering and form strategic partnerships, fueling an impressive and scalable growth trajectory. With numerous product enhancements released this year alone, YCharts has widened its use cases and solidified its position as the go-to platform for financial professionals. Strategic collaborations with industry leaders like Charles Schwab, Savant Wealth Management, and Farther have reinforced its reputation as an essential resource in the wealth management industry.
“Securing a spot on the Inc. 5000 list for eight years straight is a reflection of our relentless focus,” said Sean Brown, CEO of YCharts. “I am incredibly proud of our team's thoughtful approach to blending powerful technology with an exceptional client experience—which not only drives our clients’ success but fuels us to continue growing and evolving each year.”
YCharts’ inclusion on the Inc. 5000 list is just one of many accolades the company has earned in 2024. Recognized for its people-first approach to employee development and its dynamic workplace culture, YCharts has been honored with awards such as Built In’s Best Places to Work and Best HR Teams, in addition to workplace awards from American Banker, Purpose Jobs, and Best Companies Group. Lastly, YCharts has been consecutively designated “Software All-Star” in the annual T3 and Inside Information Advisor Software Survey, earning top marks for its increase in market share over the past two years and exceptional user ratings, further cementing its industry heavy-weight status.
To learn more about YCharts and its industry-leading solutions, visit www.ycharts.com.
Inc. 5000 List Methodology
Companies on the 2024 Inc. 5000 are ranked according to percentage revenue growth from 2020 to 2023. To qualify, companies must have been founded and generating revenue by March 31, 2020. They must be U.S.-based, privately held, for-profit, and independent - not subsidiaries or divisions of other companies - as of December 31, 2023. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2020 is $100,000; the minimum for 2023 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places.
About YCharts
YCharts is a software-as-a-service (SaaS) platform that enables smarter investment decisions and better client communication. Built for the wealth management industry, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, ETF, and SMA research, as well as proposal and report generation, portfolio construction, idea generation, and market monitoring. For more information, visit www.ycharts.com.
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