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YCharts
Software Company
YCharts.com is a comprehensive financial research and data platform that provides investors, analysts, and financial professionals with an extensive range of financial information and tools. The website offers a wide variety of features including customizable dashboards, interactive charts, and advanced screening tools to assist users in analyzing and visualizing data from a vast array of financial metrics. With comprehensive coverage of stocks, ETFs, mutual funds, and economic indicators, YCharts.com helps users make informed investment decisions by providing them with in-depth insights and data-driven analysis. The platform is known for its user-friendly interface and robust data visualization capabilities, making it a valuable resource for financial research and analysis.
This takes into account things like EPS, amount earnings yield, and also revenue. The stock is evaluated by comparing it to its performance history.tradingreview.netThe YRating is the rating that YCharts essentially gives to every stock, and this rating is solely based on its fundamental data.
getapp.deYCharts offers an API, which lets businesses integrate the system with several third-party platforms to automatically populate clients’ portfolios with relevant data.
Business houses can depend on the solution to analyze securities, communicate investment opportunities with clients and in-house teams, and build robust portfolios as well.saasworthy.comYCharts is an intuitive investment research platform for enterprises, facilitating better client communication and smarter investments.
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EncryptedSite is Encrypted
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CountryHosted in United States
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CityAshburn, Virginia
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Latitude\Longitude39.0481 / -77.4728 Google Map
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Traffic rank#13,981 Site Rank
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Site age15 yrs old
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Site Owner informationWhois info
Website is Safe
Site is not blacklisted
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Founded2009
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HeadquartersChicago
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Parent organizationLLR Partners
Traffic rank
#13,981
#13,981
Site age
15 yrs
15 yrs
Location
United States
United States
Popular Questions for YCharts
Newest job postings for YCharts
via Built In Chicago
schedule_type: Full-timesalary: 50K–68K a year
THE COMPANY:
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses...
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides
THE COMPANY:
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses...
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 6x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
THE POSITION:
The SDR team, coupled with an award-winning marketing team, is the driving force behind YCharts’ sales success – and we reward handsomely for that success. If you like the fintech/financial services industry, enjoy sales, and are competitive by nature, we really want to talk to you!
WHAT YOU’LL BE DOING:
• Identify, create, and respond to qualified B2B sales opportunities for our investment analytics and client communication platform through phone calls and emails
• Qualify interested financial advisors and introduce these prospects to YCharts Account Executives
• Ensure comprehension and general awareness of the company’s established processes to maintain positive client relationships
• Participate in weekly team meetings and training sessions
QUALIFICATIONS AND SKILLS:
• Sales training and cold/warm calling experience (highly preferred, with preference given if in fintech or financial services)
• Experience with the financial advisor community is a plus, but it is not required
• Energetic, outgoing, and friendly demeanor with a genuine desire to provide outstanding service
• Strong work ethic and professional attitude
• Grit, determination, and strong attention to details
• Strong interpersonal and communication skills
• Bachelor's degree in Finance, Business, Economics, Communication, or similar
Y YCHARTS?:
• 6x Inc. 5000 “Fastest Growing Companies”
• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"
• Built in Chicago’s 2022 “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Places to Work”
• Inc.’s “Top Regionals: Midwest”
• Fintech Global’s “WealthTech 100”
• Crain's "Best Places to Work in Chicago"
• Deloitte's "Technology Fast 500"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s 2022 Best Places to Work
• WatersTechnology’s Most Innovative 3rd Party Tech Vendor
PERKS & REC:
• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• 401(k) match
• Paid parental leave
• Generous PTO including Vacation, Paid Holidays, Sick Days and “Celebration Days”
• DEI commitment
• Continued education via “Starbucks and Study”
• Summer hours— we head out early during the warm months!
IN-OFFICE PERKS:
• $60/week Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings including an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us?
Learn more about our culture (video Show more details...
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses...
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 6x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
THE POSITION:
The SDR team, coupled with an award-winning marketing team, is the driving force behind YCharts’ sales success – and we reward handsomely for that success. If you like the fintech/financial services industry, enjoy sales, and are competitive by nature, we really want to talk to you!
WHAT YOU’LL BE DOING:
• Identify, create, and respond to qualified B2B sales opportunities for our investment analytics and client communication platform through phone calls and emails
• Qualify interested financial advisors and introduce these prospects to YCharts Account Executives
• Ensure comprehension and general awareness of the company’s established processes to maintain positive client relationships
• Participate in weekly team meetings and training sessions
QUALIFICATIONS AND SKILLS:
• Sales training and cold/warm calling experience (highly preferred, with preference given if in fintech or financial services)
• Experience with the financial advisor community is a plus, but it is not required
• Energetic, outgoing, and friendly demeanor with a genuine desire to provide outstanding service
• Strong work ethic and professional attitude
• Grit, determination, and strong attention to details
• Strong interpersonal and communication skills
• Bachelor's degree in Finance, Business, Economics, Communication, or similar
Y YCHARTS?:
• 6x Inc. 5000 “Fastest Growing Companies”
• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"
• Built in Chicago’s 2022 “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Places to Work”
• Inc.’s “Top Regionals: Midwest”
• Fintech Global’s “WealthTech 100”
• Crain's "Best Places to Work in Chicago"
• Deloitte's "Technology Fast 500"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s 2022 Best Places to Work
• WatersTechnology’s Most Innovative 3rd Party Tech Vendor
PERKS & REC:
• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• 401(k) match
• Paid parental leave
• Generous PTO including Vacation, Paid Holidays, Sick Days and “Celebration Days”
• DEI commitment
• Continued education via “Starbucks and Study”
• Summer hours— we head out early during the warm months!
IN-OFFICE PERKS:
• $60/week Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings including an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us?
Learn more about our culture (video Show more details...
via Built In Chicago
posted_at: 8 days agoschedule_type: Full-time
Position: Director of Product Marketing
Location: Chicago, IL (Hybrid...
In Office Requirements: ~1 day per week
Target Start Day: June 2023
THE COMPANY:
Building and executing a great investment strategy shouldn’t require a PhD, nor a million-dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.
YCharts
Position: Director of Product Marketing
Location: Chicago, IL (Hybrid...
In Office Requirements: ~1 day per week
Target Start Day: June 2023
THE COMPANY:
Building and executing a great investment strategy shouldn’t require a PhD, nor a million-dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 6x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
THE POSITION:
We are seeking a Director of Product Marketing with a tremendous work ethic and knowledge of investing and the wealth management industry. Working alongside the marketing, product management, sales and customer success teams, you’ll be responsible for co-crafting the go-to-market strategy, and creating the product messaging and sales enablement materials that will help drive YCharts’ growth. You will lead a growing team focused on developing content that will excite and educate current customers, drive demand, generate leads, and influence the sales pipeline for new prospects as well as expansion opportunities at existing clients.
WHAT YOU’LL BE DOING:
• Lead a team of 3 Marketing Analysts
• Own the YCharts content strategy
• Fuel the organization with conversion-oriented sales enablement content for all parts of the sales funnel
• Craft product messaging clearly defining the ways YCharts differentiates itself from competitor tools and how it applies to different verticals and user personas
• Review and consult on copy and content for all marketing needs across the blog and website, social media, Google ads, and email campaigns
• Host webinars and other content-driven videos; connecting new product features & capabilities to compelling webinar topics and talking points
• Execute long-form thought leadership pieces (surveys, white papers, etc.) that position YCharts as a knowledgeable and trusted authority in the wealth management industry
• Strengthen and accelerate the adoption and use of new features
• Track and report on all efforts, regularly to senior leaders at YCharts
QUALIFICATIONS AND SKILLS:
• BS in Marketing, Finance or Economics
• Minimum of 6 years of relevant domain-related work experience (product marketing/marketing/product management/customer success at a fintech or financial services company)
• Two years of experience leading a team and/or managing client relationships
• Experience and comfort in communicating with clients both in person and virtually
• Demonstrated knowledge and passion for investing, economics, and/or personal finance
• Strong business and creative writing skills/storytelling skills with exceptional attention to detail
• Data-driven and conversion-oriented. You create reports to understand what activities drive conversions at each stage in the funnel, and continually refine processes to improve
• Track record of successfully developing, implementing, and executing a product adoption strategy
• Proficiency in YCharts or a competing software platform, Google Analytics, WordPress, SEM Rush
Y YCHARTS?:
• 6x Inc. 5000 “Fastest Growing Companies”
• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"
• Built-in Chicago’s 2022 “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Workplaces”
• Inc.’s “Top Regionals: Midwest”
• Crain's "Best Places to Work in Chicago"
• Deloitte's "Technology Fast 500"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s 2022 Best Places to Work
• WatersTechnology’s Most Innovative 3rd Party Tech Vendor
PERKS & REC:
• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• Flexible Spending Accounts (Healthcare and Dependent Care)
• 401(k) match
• Paid parental leave
• Discounted Pet Insurance
• Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, Professional Education Days, and “Celebration Days”
• DEI commitment
• Continued education via “Starbucks and Study”
• Opportunity to join committees (Educational committee, DEI committee, Social Committee, Women at YCharts, and more!)
• Summer hours— we head out early during the warm months!
IN-OFFICE PERKS:
• $60/week Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings include an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us?
Learn more about our culture (video Show more details...
Location: Chicago, IL (Hybrid...
In Office Requirements: ~1 day per week
Target Start Day: June 2023
THE COMPANY:
Building and executing a great investment strategy shouldn’t require a PhD, nor a million-dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 6x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
THE POSITION:
We are seeking a Director of Product Marketing with a tremendous work ethic and knowledge of investing and the wealth management industry. Working alongside the marketing, product management, sales and customer success teams, you’ll be responsible for co-crafting the go-to-market strategy, and creating the product messaging and sales enablement materials that will help drive YCharts’ growth. You will lead a growing team focused on developing content that will excite and educate current customers, drive demand, generate leads, and influence the sales pipeline for new prospects as well as expansion opportunities at existing clients.
WHAT YOU’LL BE DOING:
• Lead a team of 3 Marketing Analysts
• Own the YCharts content strategy
• Fuel the organization with conversion-oriented sales enablement content for all parts of the sales funnel
• Craft product messaging clearly defining the ways YCharts differentiates itself from competitor tools and how it applies to different verticals and user personas
• Review and consult on copy and content for all marketing needs across the blog and website, social media, Google ads, and email campaigns
• Host webinars and other content-driven videos; connecting new product features & capabilities to compelling webinar topics and talking points
• Execute long-form thought leadership pieces (surveys, white papers, etc.) that position YCharts as a knowledgeable and trusted authority in the wealth management industry
• Strengthen and accelerate the adoption and use of new features
• Track and report on all efforts, regularly to senior leaders at YCharts
QUALIFICATIONS AND SKILLS:
• BS in Marketing, Finance or Economics
• Minimum of 6 years of relevant domain-related work experience (product marketing/marketing/product management/customer success at a fintech or financial services company)
• Two years of experience leading a team and/or managing client relationships
• Experience and comfort in communicating with clients both in person and virtually
• Demonstrated knowledge and passion for investing, economics, and/or personal finance
• Strong business and creative writing skills/storytelling skills with exceptional attention to detail
• Data-driven and conversion-oriented. You create reports to understand what activities drive conversions at each stage in the funnel, and continually refine processes to improve
• Track record of successfully developing, implementing, and executing a product adoption strategy
• Proficiency in YCharts or a competing software platform, Google Analytics, WordPress, SEM Rush
Y YCHARTS?:
• 6x Inc. 5000 “Fastest Growing Companies”
• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"
• Built-in Chicago’s 2022 “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Workplaces”
• Inc.’s “Top Regionals: Midwest”
• Crain's "Best Places to Work in Chicago"
• Deloitte's "Technology Fast 500"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s 2022 Best Places to Work
• WatersTechnology’s Most Innovative 3rd Party Tech Vendor
PERKS & REC:
• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• Flexible Spending Accounts (Healthcare and Dependent Care)
• 401(k) match
• Paid parental leave
• Discounted Pet Insurance
• Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, Professional Education Days, and “Celebration Days”
• DEI commitment
• Continued education via “Starbucks and Study”
• Opportunity to join committees (Educational committee, DEI committee, Social Committee, Women at YCharts, and more!)
• Summer hours— we head out early during the warm months!
IN-OFFICE PERKS:
• $60/week Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings include an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us?
Learn more about our culture (video Show more details...
via Built In Chicago
schedule_type: Full-timework_from_home: 1
THE COMPANY:
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses...
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides
THE COMPANY:
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses...
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 6x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
OVERVIEW:
If you don’t see a current opening that fits your background and skill set, but are still interested in joining our team or are interested in internship opportunities, let us know! If you love the fintech/financial services industry, we really want to talk to you! Submit your resume to be considered for future openings at YCharts!
Y YCHARTS?:
• 6x Inc. 5000 “Fastest Growing Companies”
• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"
• Built in Chicago’s 2022 “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Places to Work”
• Inc.’s “Top Regionals: Midwest”
• Fintech Global’s “WealthTech 100”
• Crain's "Best Places to Work in Chicago"
• Deloitte's "Technology Fast 500"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s 2022 Best Places to Work
• WatersTechnology’s Most Innovative 3rd Party Tech Vendor
PERKS & BENEFITS:
• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• Flexible Spending Accounts and Dependent Care Account
• 401(k) match
• Paid parental leave
• Discounted Pet Insurance
• Great Work/Life Balance: Generous PTO including: Vacation Days, Paid Holidays, Sick Days, Professional Education Days, and “Celebration Days”
• DEI commitment
• Continued education via “Starbucks and Study”
• Opportunity to join committees (Educational committee, DEI committee, Social Committee, Women at YCharts, etc.)
• Summer hours— we head out early during the warm months!
IN-OFFICE PERKS:
• $60/week Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings including an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us Show more details...
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses...
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 6x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
OVERVIEW:
If you don’t see a current opening that fits your background and skill set, but are still interested in joining our team or are interested in internship opportunities, let us know! If you love the fintech/financial services industry, we really want to talk to you! Submit your resume to be considered for future openings at YCharts!
Y YCHARTS?:
• 6x Inc. 5000 “Fastest Growing Companies”
• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"
• Built in Chicago’s 2022 “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Places to Work”
• Inc.’s “Top Regionals: Midwest”
• Fintech Global’s “WealthTech 100”
• Crain's "Best Places to Work in Chicago"
• Deloitte's "Technology Fast 500"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s 2022 Best Places to Work
• WatersTechnology’s Most Innovative 3rd Party Tech Vendor
PERKS & BENEFITS:
• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• Flexible Spending Accounts and Dependent Care Account
• 401(k) match
• Paid parental leave
• Discounted Pet Insurance
• Great Work/Life Balance: Generous PTO including: Vacation Days, Paid Holidays, Sick Days, Professional Education Days, and “Celebration Days”
• DEI commitment
• Continued education via “Starbucks and Study”
• Opportunity to join committees (Educational committee, DEI committee, Social Committee, Women at YCharts, etc.)
• Summer hours— we head out early during the warm months!
IN-OFFICE PERKS:
• $60/week Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings including an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us Show more details...
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