YCharts Tech Stack

Investment research and proposal software for financial advisors and asset managers

Financial Services Chicago, Illinois 51–200 employees Founded 2009 Privately Held

YCharts builds investment research and proposal-generation software for financial advisors, asset managers, and institutional investors. The tech stack (Django, FastAPI, Angular, Python, TypeScript) sits on AWS with heavy security infrastructure (Okta, CrowdStrike, Cisco Meraki), and the company is actively embedding AI capabilities (OpenAI, Anthropic, RAG) into its core product. Hiring is sales-led (4 open roles) with simultaneous pushes on legal frameworks, data products, and strategic partnerships — a pattern typical of companies scaling from SMB into enterprise while managing regulatory complexity in financial services.

Tech Stack 20 technologies

Core StackDjango FastAPI Angular OpenAI Anthropic Okta CrowdStrike Zoom GitHub AWS Python TypeScript Windows macOS Jamf NinjaOne Google Workspace Cisco Meraki Retrieval-Augmented Generation

What YCharts Is Building

◆Challenges

Expanding enterprise accounts
Closing enterprise deals
Expanding distribution channels
Driving platform integrations
Building legal framework for fast-growing saas
Enhancing product capabilities with ai

▲Active Projects

Ai-enabled features and workflows
Partnership strategy and framework development
Platform integration execution
Co-marketing and co-selling initiatives
Designing standardized legal playbooks
Aligning regulatory and data privacy programs
Supporting strategic m&a transactions
Ai-enhanced product capabilities

Hiring Activity

Steady10 roles · 3 in 30d

Department

Sales

Engineering

Data

Legal

Product

Support

Seniority

Junior

Mid

Director

Senior

Notable leadership hires: Head of Data Products, Strategic Partnerships Director

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About YCharts

YCharts is a 51–200 person software company headquartered in Chicago, founded in 2009. The platform combines investment research tools, charting, screening, and advanced analytics with proposal-generation capabilities designed to streamline workflows for wealth managers and institutional investors. The product layers on economic indicators, security analysis, and alert systems. Recent focus areas include AI-enhanced workflows, platform integrations with third-party tools, and formalized partnership and co-selling strategies. The company is addressing growth constraints in enterprise sales, distribution expansion, and product capability gaps, while simultaneously building legal and compliance infrastructure to support faster growth.

HeadquartersChicago, Illinois

Company Size51–200 employees

Founded2009

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does YCharts use?

YCharts runs Django and FastAPI on Python backends, Angular frontend, and deploys on AWS. The stack includes PostgreSQL-typical storage, OpenAI and Anthropic for AI features, and security tools like Okta, CrowdStrike, and GitHub for development.