YCharts
YCharts (@ycharts1), a US-based company channel, publishes product tutorials, demos and advisor webinars about investment research and portfolio tools. With about 5,100 subscribers, 332 videos and roughly 430 median views, it posts about four videos a quarter. Sponsored integrations are estimated at $150 to $250 per video (long-form rate, no Shorts). Notable for featuring market strategists such as Charlie Bilello and Nick Maggiulli.
Reach advisors who buy research software, with webinars drawing over 1,000 views
- Median of about 430 views across 332 uploads, with the top recent webinars reaching 1,000 to 1,500 views.
- Recent output of 15 videos in 365 days, with four in the last 90 days.
- Estimated rate of $150 to $250 per video at about $20 to $35 CPM, versus $10 to $30 CPM for typical paid ads.
Brand fit report
Content
- Formats
- software tutorial, product demo, recorded webinar, panel interview
- Tone
- instructional, professional
- Language
- English
- On camera
- No, voiceover and b-roll
- Production
- Clean, lightly edited
- Typical length
- 4 to 9 minutes for tutorials, 30 to 70 minutes for webinars
Audience
Commercial
- Brands seen
- None yet
- Categories promoted
- investment research software, financial planning software, custodial platform integrations
- Affiliate links
- No
Recent videos such as 'Schwab + YCharts: Streamline Your Workflow, Drive Conversion' are first-party product content; no sponsorship disclosures found in the last 30 videos.
Suitability GARM Brand Safety Floor + Suitability
Family friendly
Professional finance tutorials and webinars with no flagged content in the last 30 videos.
We classify content, never people. No age, gender, ethnicity, religion or political views are inferred about the creator. Audience figures are estimates unless marked verified. Creators can correct anything on their profile.
Platforms
| Platform | Followers | Median views | Uploads, 90d |
|---|---|---|---|
| YouTube | 5.1k | 428 | 4 |
Benchmark score: 15 / 100
Public rule, same for everyone. How it works.
Recent videos
▶YCharts 101: Getting Started with Questionnaires · 103 views
▶YCharts 101: Customizing Your Questionnaires with Questionna · 84 views
▶YCharts 101: Getting Started with RPM Clients · 100 viewsLast three uploads, latest 38 days ago.
YCharts is revolutionizing the way advisor and distribution teams navigate the complexities of client communication and investment research. YCharts empowers wealth managers to grow AUM by crafting compelling reports and proposals, presenting portfolio strengths, and facilitating tailored client conversations. With intuitive tools for model strategy creation, analysis, and comparison, YCharts enhances team productivity while enabling smarter investment decisions. Scale faster and more effectively by proactively addressing compliance needs, standardizing best practices, and fostering seamless
About YCharts
YCharts is the YouTube channel of the investment research and portfolio software company YCharts, handle @ycharts1. It publishes short product tutorials such as the 'YCharts 101' series, feature demos, and longer recorded webinars with wealth management figures including Charlie Bilello and Nick Maggiulli. Content is aimed at financial advisors, RIAs and home office teams.
The channel has about 5,100 subscribers and 332 videos, with a median of roughly 430 views per video and a mean near 510. Uploads run at about four per quarter, and most videos run between 4 and 9 minutes, with webinars longer. Viewers are estimated to be primarily US-based advisors and investment professionals, though this is an estimate from topic and audience context.
The channel contains no visible sponsored integrations in its recent videos, which are product content. Estimated sponsorship rates are $150 to $250 per video at $20 to $35 CPM, compared with the $10 to $30 CPM typical of paid ads. Software companies seeking advisor reach may find it a fit.
Written from YCharts's public YouTube profile, platform data and web mentions. Numbers updated 2026-10-19. YCharts can edit or remove this page at any time.
Questions about YCharts
How much does YCharts charge for a sponsored video?
Based on its median of about 430 views, an estimated sponsored integration would cost about $150 to $250 per video at $20 to $35 per 1,000 views. This is an estimate from public view data, not a published rate card.
What does YCharts post about on YouTube?
YCharts posts software tutorials, product demos and recorded webinars for financial advisors. Topics include portfolio analysis, risk profiles, client proposals and integrations with custodians such as Schwab and LPL.
How do I contact YCharts for a brand deal?
Contact details unlock on Starbooked for $0.80. Boosted creators can be booked through Starbooked directly.
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