YCharts

YCharts is a financial research and proposal platform that helps financial professionals make smarter investment decisions and communicate more effectively with clients. Their 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. YCharts has grown from a fintech startup to a thriving growth company in the wealth-tech space, serving industry-leading names such as John Hancock, TD Ameritrade, Fidelity, and Charles Schwab.

YCharts is committed to creating an inclusive workplace that promotes and values diversity. Their DEI Committee guides and holds the company accountable for integrating diversity, equity, and inclusion into all aspects of their workplace. YCharts is a remote-first organization with employees throughout the US and Latin America, but their headquarters in Chicago, IL, and New York City office are open daily. The company offers a variety of perks and benefits, including 100% employer-covered medical, dental, and vision insurance, flexible spending accounts, 401(k) match, paid parental leave, discounted pet insurance, generous PTO, and a DEI commitment.

YCharts offers a flexible work environment with a hybrid model that allows employees to work remotely most of the time, while requiring them to be in the office one day per week. The company has offices in Chicago and New York, but allows employees to work from anywhere in the US or Latin America. YCharts provides a generous PTO policy, including vacation days, paid holidays, sick days, and "Celebration Days", as well as summer hours, allowing employees to leave early during the warmer months.

YCharts offers a comprehensive benefits package to its employees, including 100% employer-covered medical, dental and vision insurance, flexible spending accounts for healthcare and dependent care, 401(k) matching, paid parental leave, discounted pet insurance, and generous PTO, including vacation days, paid holidays, sick days and "celebration days." Additionally, YCharts is committed to DEI, offers an annual stipend for continued education and opportunities to join various employee-led committees. Summer hours allow employees to leave early during the warmer months, and in-office perks include weekly Grubhub credits, a rotating selection of high-quality coffees, craft beer, kombucha, and cold brew on tap, snacks, drinks, and opportunities to join team leagues like kickball and volleyball.

YCharts strives to democratize investment research by providing an intuitive, user-friendly platform that empowers users to make smarter investment decisions and communicate their strategies effectively. This mission extends to all levels, from individual investors to financial advisors and asset managers, with the goal of making complex financial data more accessible and actionable for everyone.

YCharts cultivates a collaborative and inclusive work environment that encourages creativity and innovation. They value teamwork, resourcefulness, grit, and passion, operating with a focused, entrepreneurial drive. They prioritize employee well-being with flexible remote work options, generous benefits, and a commitment to diversity and inclusion. They foster a welcoming culture where everyone can thrive, and recognize that when they do right by their employees, it enables them to do right by their clients.

YCharts is committed to creating a diverse and inclusive workplace that values different perspectives. Their DEI committee guides and holds the company accountable for integrating diversity, equity and inclusion into all aspects of their workplace. They focus on diverse interview panels, creating a welcoming culture where everyone can thrive, improving outreach to new talent pools, capturing their own diversity data, evolving their culture and “no jerk” policy, and providing stipends for causes close to each employee's heart. YCharts believes that a diverse workplace leads to smarter decisions, better understanding of customer needs, and ultimately, a stronger business.