The Modern Financial Data Research Platform
YCharts provides a cloud-based investment research platform featuring data, visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis to enable investment decisions and enhance client communications. The company serves more than 6,000 clients for security research, portfolio construction, idea generation, and market monitoring, among other applications.
Farther, which claims to be among the nation’s leading technology-centric wealth management firms, announced recently its latest assets under management (AUM)
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Cathie Wood's investment firm also sold GBTC stock while increasing its holdings of Block.