Founded in 2009, YCharts has spent the last decade carving out a niche as the user-friendly, highly visual alternative to legacy data terminals. With over ranging from RIAs to asset managers, the platform has become essential for advisors who need to translate complex data into clear, client-ready visuals.
YCharts is now in a position to acquire smaller, complementary companies to broaden its tech stack. The Bigger Picture in Fintech YCharts sells to PE firm in all-cash transactio...
In late 2020, Chicago-based financial research platform was acquired by the private equity firm LLR Partners in an all-cash transaction. While specific financial terms were not officially disclosed, industry analysis at the time estimated the deal's value between $135 million and $270 million , based on the company's $15 million in annual recurring revenue (ARR). Founded in 2009, YCharts has spent the last
For YCharts, the "all-cash" nature of the deal allowed early investors—including , Hyde Park Angels , and REV Venture Partners —to successfully exit. A New Era of Growth The Bigger Picture in Fintech In late 2020,