---
title: "YCharts"
canonical: "https://www.metaintro.com/company/ycharts-775fafce"
language: "en"
industry: "Investment Advice"
headquarters: "Chicago"
website: "https://ycharts.com/"
open_roles: 5
---

# YCharts

YCharts is a financial research and analytics platform providing investment professionals with data, analytics, and visualization tools across stocks, ETFs, mutual funds, closed-end funds, indices, and economic indicators.

## Open roles

- [Director of Sales Enablement](https://www.metaintro.com/job/director-of-sales-enablement-at-ycharts-7d359126-902e-555a-a512-af509e2422cf) — Chicago, Illinois, United States, Hybrid
- [Director of Digital Marketing](https://www.metaintro.com/job/director-of-digital-marketing-at-ycharts-f80d1c57-3b15-5925-be5b-65d87b4ee511) — Chicago, Illinois, United States, Hybrid
- [Customer Success Manager](https://www.metaintro.com/job/customer-success-manager-at-ycharts-da0d4b1d-5315-5577-bbd2-a6ee0342c6ff) — Chicago, Illinois, United States, Hybrid
- [Customer Success Associate I](https://www.metaintro.com/job/customer-success-associate-i-at-ycharts-a59b1d41-ae49-57e9-8cb7-e2073bbddbf9) — Chicago, Illinois, United States, Hybrid
- [Business Development Representative](https://www.metaintro.com/job/business-development-representative-at-ycharts-cb1a52af-278e-54c1-acc2-3a04b71bee0c) — Chicago, Illinois, United States, Hybrid

[View all 5 roles](https://www.metaintro.com/company/ycharts-775fafce/jobs/all)

## Customers

All 18 companies YCharts names as customers.

### Customers hiring now

- [LPL Financial](https://www.metaintro.com/company/lpl-financial) — 565 open roles
- [Northwestern Mutual](https://www.metaintro.com/company/northwestern-mutual) — 506 open roles
- [Invesco](https://www.metaintro.com/company/invesco) — 211 open roles
- [John Hancock](https://www.metaintro.com/company/john-hancock) — 2 open roles

### Case studies

- Balasa Dinverno Foltz LLC (BDF)
- [Investopedia](https://www.metaintro.com/company/investopedia)
- [Cetera Investors](https://www.metaintro.com/company/cetera-investors)
- Carson Group
- Concurrent Investment Advisors
- Aptus Capital Advisors
- Hawthorne Capital Wealth Advisors
- Transformational Advisory Group
- Sgroi Lawley Group
- Modelist Advisor Network
- HUDSONPOINT capital

### Other customers

- Dynasty
- [Savant](https://www.metaintro.com/company/savant-91a68e98)
- [Carson](https://www.metaintro.com/company/carson)

## AI launches and partners

What YCharts has launched and who it works with on AI.

- **AI-generated summaries** (Launch): YCharts provides AI-generated summaries of relevant research and information.
- **YCharts’ AI Agent** (Launch): YCharts’ AI Agent can help turn insights into client-ready materials, commentary, and other content.
- **YCharts’ AI-enabled platform** (Launch): YCharts' AI-enabled platform turns time spent on research, portfolio construction, and proposals from hours into minutes.
- **Y, the YCharts AI agent** (Launch): Y compares a prospect’s current portfolio to a recommended approach and builds a proposal with talking points included.

## Skills they ask for

Most frequent across open postings.

### Tech stack

- **Libraries:** Tailwind CSS, Swiper
- **Analytics:** Google Analytics 4, Google Tag Manager
- **Marketing:** HubSpot
- **CDN:** Cloudflare, jsDelivr, cdnjs
- **Hosting:** Amazon Web Services
- **Security:** CookieYes
- **CMS:** HubSpot CMS

## Similar companies

Companies in the same industry as YCharts that are hiring now.

- [Thrivent](https://www.metaintro.com/company/thrivent) — 305 open roles
- [Ameriprise](https://www.metaintro.com/company/ameriprise) — 215 open roles
- [Morningstar, Inc.](https://www.metaintro.com/company/morningstar-inc) — 163 open roles
- [Interpath](https://www.metaintro.com/company/interpath) — 147 open roles
- [PFM](https://www.metaintro.com/company/pfm) — 118 open roles
- [Freedom24](https://www.metaintro.com/company/freedom24) — 108 open roles

## Questions about YCharts

### Is YCharts hiring?

Yes. As of November 4, 2026, YCharts has 5 open roles on Metaintro. 2 were posted in the last 30 days. The most are in Customer Support (2), Sales (2), and Marketing (1).

### Who are YCharts's customers?

YCharts names 18 customers, including LPL Financial, Northwestern Mutual, Invesco, John Hancock, and Balasa Dinverno Foltz LLC (BDF).