Category: YCharts

YCharts Makes Inc. 5000 List 10th Consecutive Year

9/1/2026

YCharts has been named to the Inc. 5000 list of America's fastest-growing private companies for the 10th consecutive year. The recognition caps a period of steady expansion for the company, which has also been named a 2026 Wealth Management “Wealthies” Award finalist and is set to speak at and attend the Future Proof Festival in Huntington Beach this month.

Inc. 5000 ranks private U.S. companies by revenue growth over a three-year period, drawing from tens of thousands of applicants each year. A decade of consecutive inclusion places YCharts among a small group of companies that have sustained high growth rates over that span, according to Inc.'s methodology.

Impact Communications and Fifteen Impact Clients Named Finalists in 2026 Wealthies and Luminaries Awards Programs

8/28/2026

Impact Communications, a full-service marketing and PR agency exclusively serving wealthtech, financial services, and independent financial advisory firms, today announced that it has been named a finalist in both the 2026 Wealth Management Industry Awards (the “Wealthies”) and the 2026 ThinkAdvisor Luminaries Awards – two of the most prominent and respected awards programs in the wealth management industry.

In the Wealthies competition, Impact was named a finalist for Digital Campaign of the Year, while 9 current and former clients also received finalist nods – totaling 19 in all. In the Luminaries program, Impact earned finalist recognition in the Educational Programs category, while 12 current clients were also named finalists across 34 total categories.

YCharts Releases PSN Top Guns List for Q2 2026, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

8/26/2026

YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, has released its highly anticipated PSN Top Guns List for Q2 2026. The list is an important reference for plan sponsors, investors and asset managers, showcasing the best performing separate accounts, managed accounts and managed ETF strategies each quarter.

YCharts’ PSN SMA database includes over 2,800 firms, 285 universes, and more than 21,000 products, detailing asset breakdowns, compliance, key personnel and more. PSN's unique feature is its extensive historical database, offering more than 40 years of data, including net and gross-of-fee returns.

YCharts Names Industry Veteran Steve Bendt as Chief Marketing Officer

8/18/2026

YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, announced the appointment of Steve Bendt as Chief Marketing Officer. He will lead YCharts' global marketing organization, reporting to CEO Sean Brown, with responsibility for brand, demand generation, and go-to-market strategy across the company's RIA, enterprise, and asset manager markets.

Bendt joins YCharts with nearly 30 years of marketing experience, including CMO roles at industry leading investment research and fintech companies, bringing a track record of building high-performing teams inside high-growth financial data and investment research businesses.

YCharts Unveils Specialized AI Agent for Financial Advisors and Asset Managers

6/16/2026

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced the launch of Y, a specialized AI agent purpose-built for the way they work. Y marks the next evolution of AI at YCharts and is a meaningful step forward for the financial services industry.

Purpose-built for financial workflows, Y operates natively within the YCharts platform, with direct access to the data, tools, and report formats that general AI tools simply don't have. For users still building comfort with AI, it's available when they're ready, with no pressure to change how they work today. Y was built with compliance in mind from day one. Every output includes compliance guardrails, customizable disclosure language, and 16 years of regulatory experience built in.

YCharts Makes Inc. 5000 List 10th Consecutive Year

Impact Communications and Fifteen Impact Clients Named Finalists in 2026 Wealthies and Luminaries Awards Programs

YCharts Releases PSN Top Guns List for Q2 2026, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

YCharts Names Industry Veteran Steve Bendt as Chief Marketing Officer

YCharts Unveils Specialized AI Agent for Financial Advisors and Asset Managers

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