Ycharts Sells To Pe Firm - In All-cash Transactio...

Expanding the platform’s reach to more of the 300,000+ financial advisors in the U.S.

The wealth management landscape is shifting, and the "terminal-heavy" era of financial research is facing its biggest challenge yet. In a major move for the Chicago fintech scene, has officially been acquired by Philadelphia-based private equity firm LLR Partners in an all-cash transaction. YCharts sells to PE firm in all-cash transactio...

Faster rollouts of new data sets and visualization tools. Expanding the platform’s reach to more of the

While LLR Partners has taken 100% ownership, YCharts will continue to operate from its Chicago headquarters, with the same leadership team at the helm. Faster rollouts of new data sets and visualization tools

In late 2020, Chicago-based financial research platform was acquired by the private equity firm LLR Partners in an all-cash transaction. While specific financial terms were not officially disclosed, industry analysis at the time estimated the deal's value between $135 million and $270 million , based on the company's $15 million in annual recurring revenue (ARR).

YCharts is now in a position to acquire smaller, complementary companies to broaden its tech stack. The Bigger Picture in Fintech