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YCharts

Read 13 YCharts reviews and testimonials from customers, explore 11 case studies and customer success stories, and watch customer videos to see why companies chose YCharts as their Analytics & Forecasting Software

YCharts, the premier cloud-based financial data platform, enables investors to make smarter decisions. As one of the Top 25% Inc. 5000 Fastest Growing Companies, YCharts is the one-stop shop for equities, mutual funds, ETFs, economic and market data. Thousands of devoted investors gain ready access to quality data, powerful visualization, and advanced analytics, all at an affordable cost.

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Customer Rating Review Score based on 1825 reference ratings
4.8/5.0 (1825)

13Testimonials

  • “A big part of a territory’s success is the internal/external partnership. YCharts helps those teams stay on the same page. The internals stress test the model portfolios that advisors are …

    Matt Blandford Senior Vice President - Divisional Sales Manager

  • "Using YCharts, the advisor can develop a proper riskand performance-balanced portfolio designed for their needs and circumstances."

    Bob Simpson Founder

  • “YCharts has great customer service. Every time I call or email, I get quick responses. When you are trying to do research, you don’t have time to be bogged down …

    Justin Happ Research Analyst
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11 Case Studies

  • Balasa Dinverno Foltz LLC - Customer Case Study

    Matt Kocanda Wealth Manager and Financial Professionals Practice Group Leader

  • Nvest harnesses YCharts’ deep data sets and Excel Add-in to experience vast …

    Justin Happ Research Analyst

  • Sungarden Cultivates Investment Success With YCharts

    Rob Isbitts Co-Founder and Chief Investment Strategist
10 more case studies currently locked

Additional YCharts Information & Resources

Read YCharts Reviews, Testimonials & Customer References from 13 real YCharts customers.

Browse YCharts Case Studies, Customer Success Stories, & Customer References from 11 businesses that use YCharts.

FeaturedCustomers has 1,911,840+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.