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YCharts
Financial Data & Analytics
Market Data Workflow
High Priority
Not Contacted
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Overview
Advisor research analytics
Core Product
Advisor research analytics
Strategic Fit for DCC
BTC ETF portfolio analytics module
Financial Profile
Estimated Revenue
$20000000-$32000000
Valuation Range
$80M-$150M ESTIMATE
Revenue Model
Subscription SaaS
Company Information
Headquarters
Chicago IL USA
Founded
2009
Employees
72
Geographic Focus
North America
Primary Customers
RIAs Wealth Managers
Ownership & Funding
Ownership Type
Private PE-backed
Last Known Funding
Acquired by LLR 2020
Leadership
CEO
Sean Brown
LinkedIn
https://www.linkedin.com/in/seanbrownycharts
Research Date
2026-02-24