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Companies / YCharts

YCharts tech stack

ycharts.com

YCharts provides a platform with portfolio analytics, risk assessment, proposal tools, and an AI agent for investment research and client engagement. It serves advisors, large RIAs, bank and trust companies, asset managers, wholesalers, and individuals and educators.

Summarized from its homepage on 13 Nov 2026.

Classified asAI and machine learningData and analyticsFinance and accounting software

The YCharts homepage

Vendors of YCharts and the evidence for each

VendorCategoryEvidenceLevel
Amazon CloudFrontCloud and infrastructureLikely
Websiteheader: x-amz-cf-id: d-exkUD75aQLjlsrKZ2tOwa310qkM8X1I6lOMbhG13 Nov 2026Source
Companies using Amazon CloudFront
CloudflareCloud and infrastructureLikely
Websiteheader: cf-ray: a59ccb778b94e669-DEN13 Nov 2026Source
Companies using Cloudflare
Google AdsAdvertisingLikely
Websitescript: , new Date()); gtag('config', 'AW-1011706599'); gtag('config', 'G-29J13 Nov 2026Source
Companies using Google Ads
Google AnalyticsAnalyticsLikely
Websitescript: https://www.googletagmanager.com/gtag/js?id=G-29JVRYKWPW13 Nov 2026Source
Companies using Google Analytics
Google Tag ManagerAnalyticsLikely
Websitescript: j.src= 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f13 Nov 2026Source
Companies using Google Tag Manager
Google WorkspaceProductivityLikely
Websitemx: aspmx2.googlemail.com.13 Nov 2026Source
Companies using Google Workspace
HubSpotCRM and salesLikely
Websitescript: //js.hs-scripts.com/1645474.js13 Nov 2026Source
Companies using HubSpot
LinkedIn Insight TagAdvertisingLikely
Websitescript: b.src = "https://snap.licdn.com/li.lms-analytics/insight.min.js"; s.parentNo13 Nov 2026Source
Companies using LinkedIn Insight Tag
Meta PixelAdvertisingLikely
Websitescript: 'https://connect.facebook.net/en_US/fbevents.js'); fbq('init', '8279402410113 Nov 2026Source
Companies using Meta Pixel
ChatGPTAI and LLM providersLikely
Privacy policyProcesses data for the company13 Nov 2026Source
Companies using ChatGPT

1 more vendor

See YCharts's full stack and the source for every claim.

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No public list found

We did not find a public subprocessor list. The company may still publish one, or share it privately.

Vendor's own statement, retrieved from the source URL on the date shown. StrataDB does not verify the underlying claim. Data sources.

See YCharts's full stack

Every vendor with its source and date, and an alert when YCharts adds or drops one. The same lookup works for any company.

  • Every company and vendor, with its public source
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