YCharts, a Chicago, IL-based cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, completed a growth recapitalization.
LLR Partners completed the deal in partnership with the management team.
The transaction will support YCharts’ continued organic growth through increased investment in product and sales and marketing, and to pursue complementary acquisitions.
Led by Sean Brown, President & CEO, YCharts provides a cloud-based investment research platform featuring data, visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis to enable investment decisions and enhance client communications. The company serves more than 6,000 clients for security research, portfolio construction, idea generation, and market monitoring, among other applications.
Previous investors in YCharts include Hyde Park Angels, I2a, REV Venture Partners (backed by RELX) and Morningstar.