YCharts Expands Alternatives Data Coverage, Bringing Private Markets Into the Platform Thousands of Wealth Professionals Trust

YCharts, an investment research and client engagement platform serving financial professionals across North America, announced a major expansion of its Alternatives Data offering, according to a Business Wire release. The expansion places private markets and alternative investments within the same platform that advisors and wholesalers already use to analyze portfolios and prepare for client conversations. It builds on the Hamilton Lane private markets benchmarks introduced into YCharts earlier in the year.

The expanded coverage adds private capital funds, semi-liquid funds such as business development companies (BDCs) and non-traded REITs, interval and tender offer funds, hedge fund strategies, and funds available through iCapital. Advisors, wholesalers, and research teams can research, compare, and hold these alternatives in a portfolio and evaluate them alongside public holdings. Hamilton Lane benchmarks, unlisted closed-end funds, and hedge fund strategies are included with a YCharts Professional license, while private capital, semi-liquid, and iCapital fund coverage is available as an add-on.

YCharts framed the release around a gap between advisor interest and practical implementation. In a survey of Registered Investment Advisors conducted earlier in the year, the company reported that 95% said alternatives already appear in client portfolios and more than half are looking to increase their use. Allocations nevertheless remain modest, with nearly half of advisors who use alternatives keeping them under 10% of client portfolios. Liquidity concerns topped the list of barriers at 61%, while 14% said alternatives lack a role in the portfolio. YCharts characterized the obstacles as practical rather than philosophical, arguing that working with alternatives has been fragmented and manual.

According to the company, the platform is designed to reduce that friction by letting wealth professionals bring the actual alternative into a portfolio instead of relying on filings, portals, offline sources, or a public fund as a stand-in. Wholesalers can show where a private markets product fits within an advisor's broader portfolio using fund and benchmark data. Caleb Eplett, Chief Product Officer at YCharts, said advisors and wholesalers "have always needed to see the whole portfolio, from public holdings to private funds and everything in between," adding that "until now, alternatives have largely lived outside that view."

YCharts described the expansion as the next phase of its commitment to bringing alternative investment data and other datasets into advisor and wholesaler workflows, with more coverage to come. Interested parties can book a demo or contact [email protected]. The company says it is trusted by over 15,000 financial professionals and earned a 2025 Wealthie Award for its AI Chat feature.