Loading…
Loading…
financial services
YCharts is a financial software company based in Chicago, Illinois, founded in 2009. It offers a web-based platform designed to simplify investment research, analytics, and client communication. The company serves over 10,000 users, including wealth management professionals and investment advisors, providing tools that enable smarter investing without requiring advanced expertise. The platform features a stock screener for identifying stocks and funds, an Excel add-in for connecting financial models to live data, and various charts and analytics for comparing stocks, funds, and indices. YCharts operates on a tiered pricing model with Standard, Professional, and Enterprise options, focusing on ease of use and competitive pricing. The company is recognized for its commitment to customer support and has been listed on the Inc. 5000 list of fastest-growing private companies for eight consecutive years.
YCharts is a financial software company based in Chicago, Illinois, founded in 2009. It offers a web-based platform designed to simplify investment research, analytics, and client communication. The company serves over 10,000 users, including wealth management professionals and investment advisors, providing tools that enable smarter investing without requiring advanced expertise. The platform features a stock screener for identifying stocks and funds, an Excel add-in for connecting financial models to live data, and various charts and analytics for comparing stocks, funds, and indices. YCharts operates on a tiered pricing model with Standard, Professional, and Enterprise options, focusing on ease of use and competitive pricing. The company is recognized for its commitment to customer support and has been listed on the Inc. 5000 list of fastest-growing private companies for eight consecutive years.
We also know the old adage that something that seems too good to be true usually is. That also applies to CEF yields.
Many mainstream websites miss the most important payment of the year for “special” dividend companies!
With a 15% discount, we’re getting this fund for 85 cents on the dollar. That gives us more upside potential and more downside insulation if the market hits a speed bump.
The time has come to make a move on this software-stock selloff. And we’re going to use (our favorite income plays, closed-end funds (CEFs), to do it.
Consumer staples are boring and reliable. And they typically pay generous dividends. But 2026 is anything but typical so far.
Iran War volatility has tossed finance stocks “out with the bathwater.” It’s giving us a nice “second chance to buy” my favorite finance-focused dividend.
Fear is up, markets are down—and we contrarians know that times like these are when we go shopping for cheap dividends.
Let's talk about a closed-end fund (CEF) that not only helps us protect our portfolio as this market wobbles—it gives our income stream a boost, too.
YCharts has been detected as a sponsor on 3 podcasts.
YCharts has been mentioned across 8 podcasts.
Represent this company? Request removal or email privacy@pitchcentric.com.
FAQs
If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.
Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
