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Synopsis
Private equity firm LLR Partners completed the investment in YCharts, a cloud-based investment analytics and communications platform. Financial terms were not disclosed. "YCharts helps financial advisors and wealth managers easily demonstrate their value to clients with tools that enhance communications, simplify often complex financial topics and make smarter investment decisions. There are approximately 300,000 financials advisors in the US, and they are increasingly embracing third-party technologies like YCharts to bring efficiencies and enable digital service delivery," Sam Ryder, LLR Partners Vice President.
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