YCharts, a leading investment research and client engagement platform for wealth managers, announced it has been named to G2’s 2026 Best Software Awards, placing #19 on the Best Financial Services Software Products list.
As the world’s largest and most trusted software marketplace, G2 reaches over 100 million buyers annually. Its annual Best Software Awards rank the world’s best software companies and products based on authentic, timely reviews from real users.
Out of 3,369 total products in this category, YCharts ranked #19, placing it in the top 0.6% of all financial services software products evaluated. Only 33 products were eligible for G2’s 2026 Best Software Awards in this category, underscoring the competitiveness and rigor behind this recognition.
The recognition in G2’s 2026 Best Software Awards validates YCharts’ mission to empower wealth managers with the tools and insights they need to make better investment decisions, communicate more effectively with clients, and drive stronger outcomes.
“Our Best Software Awards are grounded in trusted data from authentic customer reviews,” said Godard Abel, co-founder and CEO at G2. They not only give buyers an objective, reliable guide to the products that help teams do their best work, but they’re also the proof AI search platforms rely on when sourcing answers.
“Being recognized among the top financial services software products reflects the measurable impact YCharts delivers for our customers every day,” said Sean Brown, CEO of YCharts. “We built our platform to help asset managers, advisors, and financial enterprises operate more efficiently, communicate more effectively, and better serve their clients. This recognition reinforces our commitment to delivering best-in-class analytics, proposal generation, and client engagement capabilities.”
To learn more, visit the YCharts website or contact hello@ycharts.com.
About G2’s Best Software Awards
G2’s 2026 Best Software Awards feature dozens of award lists, ranking software vendors and products using G2’s proprietary algorithm. The results are based on G2’s verified user reviews and publicly available market presence data.
About YCharts
YCharts is a financial research and data visualization platform built for investment professionals. Trusted by RIAs, broker-dealers, asset managers, and financial institutions, YCharts enables teams to analyze securities, build and share proposals, create compelling client reports, and communicate market insights with clarity and confidence. By combining powerful analytics with intuitive charting and reporting tools, YCharts helps firms scale their research workflows and strengthen client relationships.
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Contacts
YCharts Media Contact
Tania Hollander, Tania@ycharts.com
