YCharts, a leading platform built to support investment research, proposal generation, and client communication for wealth management professionals, is proud to announce its inclusion on the 2025 Inc. 5000 list of America’s Fastest-Growing Private Companies. This marks the ninth consecutive year that YCharts has earned a place on the list, an accomplishment achieved by fewer than 0.5% of honorees in the list’s history.

Since its founding in 2009, YCharts has remained focused on one mission: making powerful investment data and communication tools accessible, intuitive, and scalable for financial professionals. What began as a data-driven research solution has evolved into a full-scale solution trusted by independent advisors, multi-advisor teams, and enterprise wealth firms alike.

“This milestone is a direct reflection of our team’s ability to listen, innovate, and build a technology platform that truly enables our clients’ growth,” said Sean Brown, CEO of YCharts. “Whether it’s helping a solo advisor prepare for a client meeting in minutes, or enabling an enterprise firm to unify their investment story across dozens of offices, we’re honored to power smarter decisions and stronger client relationships across the industry.”

YCharts’ sustained growth reflects its commitment to delivering intuitive, compliance-ready tools that drive real results, from winning new clients and growing AUM to enhancing internal efficiency and scaling practices with confidence.

To learn more about YCharts and its industry-leading solutions, visit www.ycharts.com.

Inc 5000 List Methodology

Companies on the 2025 Inc. 5000 are ranked according to percentage revenue growth from 2021 to 2024. To qualify, companies must have been founded and generating revenue by March 31, 2021. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2024. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2021 is $100,000; the minimum for 2024 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons.

About YCharts

YCharts is a leading financial technology Software as a Service (SaaS) platform designed to elevate client engagement and empower wealth management teams to make smarter investment decisions. With advanced analytics, powerful visualization tools, and comprehensive financial data, YCharts enhances team collaboration and streamlines investment-related workflows. YCharts offers scalable solutions for advisors, asset managers, and enterprises, ensuring consistency in client communication, research methodologies, and investment strategies.

Visit YCharts on social media

LinkedIn

Twitter

YouTube

Instagram

View source version on businesswire.com: https://www.businesswire.com/news/home/20250812472221/en/