Press release

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth

Sponsored by Businesswire

YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers today announced that Kevin Knull will be joining their executive leadership team as President and Chief Revenue Officer (CRO).

Kevin brings 20+ years of financial services and wealthtech experience, having played key executive roles driving growth in industry leading RIAs, Asset Managers, and wealth management focused software companies.

As President and CRO, Kevin will focus on driving the expansion of YCharts’ industry vertical sales strategies and revenue generating operations, as YCharts continues its rapid growth in the RIA, asset management, and broker-dealer market segments.

“I am excited to have Kevin join our all-star team as President and CRO. Kevin is a well known and highly regarded name in our space, and brings decades of proven experience in helping wealth advisors and asset managers understand and address their business challenges. My team and I are looking forward to working with Kevin on our quest to transform the way our industry makes investment decisions and communicates insights,” said Sean Brown, CEO at YCharts.

“The company is incredibly well-positioned for significant growth, and I am thrilled for the opportunity to help catalyze its future success,” said Kevin Knull, CFP®. “I am honored to join the extraordinary YCharts team,” he added.

Knull previously held the position of President at PIEtech℠, Inc., the creator of the industry’s leading financial planning software, MoneyGuidePro®. Prior, Kevin was a Managing Director at Symetra Investment Management, Inc., Head of Registered Investments for Symetra Financial, and President of Symetra Services, Inc., the firm’s institutional broker dealer. Previous experience also includes co-founding consumer analytics platform, Truthify, serving as the CEO of his own registered investment advisory firm and as Vice President for The Hartford Leaders Group. In addition, he served as an officer in the United States Coast Guard.

About YCharts

YCharts is an investment research platform that enables smarter investments and better client communications. Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund and ETF research, portfolio construction, idea generation, and market monitoring. For more information, visit

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