YCharts, Inc.
YCharts provides a cloud-based investment research and analytics platform that helps financial advisors, asset managers, and other investment professionals analyze securities, build portfolios, and create client-ready reports. The company generates revenue through subscription licenses to its software and data services.
- Wealth & Investment Software
- Business Intelligence & Dashboards
- Revenue
- $28.0M
- Employees
- 140
- Founded
- 2009
- Headquarters
- Chicago Loop, United States of America
What 10 Arbolus experts think of YCharts, Inc.
NPS scores are consistently high: seven out of nine responses are at or above NPS 8, and only one falls below NPS 7. Users with implementation stage >1 year have a higher average NPS. The only explicit renewal intent indicator is positive, and 70% of users have been using the product for over one year, reflecting strong stickiness. Sentiment is driven by perceived data reliability and robust workflow integration.Overall Customer Sentiment: Positive
Who reviewed YCharts, Inc.
- C-Suite 50% (5)
- Director 50% (5)
Employer names and spend open once the report publishes.
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Sentiment
10 Net Promoter Score, from 10 scored reviews- Promoters 2
- Passives 7
- Detractors 1
Cumulative NPS by month
+0 over 3 months- Jun 8
- Jul 8
- Aug 8
Net Promoter Score across 2 reviews, accumulated up to each month. Category median 22 across 2 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 100%Plan to renew, by seniority
- 100% 1 answer
- 8/10 Average score from customers who will renew
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