Ycharts, Inc.
Other Technology · Chicago, Illinois
Ycharts, Inc. is a other technology company based in Chicago, Illinois, incorporated in 2010. It has raised at least $12.9 million across 3 known rounds, of which $5.8 million was reported to the SEC on 1 Form D filing, most recently in 2015.
Offers software for the wealth management industry, with comprehensive data, powerful visualization tools, and analytics.
| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2015-05-19 | Growth | $5.8M | $12.9M | SEC Form D | |
| 2013-05-09 | — | $3.9M | $7.1M | Morningstar | Round pagesource ↗ |
| 2011-11-17 | — | $3.3M | $3.3M | Round pagesource ↗ |
SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.
Firms whose own published portfolio pages list this company.
Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.