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Compare UpLead and YCharts 
At a Glance
Market Segments
Small-Business (76.6% of reviews)
Small-Business (81.0% of reviews)
Entry-Level Pricing
$0.00
Custom Pricing Team-Wide
UpLead
Star Rating
(819)4.7 out of 5
Market Segments
Small-Business (76.6% of reviews)
Pros & Cons
Entry-Level Pricing
$0.00
Free Trial is available
Browse all 4 pricing plansYCharts
Star Rating
(91)4.7 out of 5
Market Segments
Small-Business (81.0% of reviews)
Pros & Cons
Entry-Level Pricing
Custom Pricing Team-Wide
Browse all 2 pricing plansUpLead vs YCharts
When assessing the two solutions, reviewers found UpLead easier to use and administer. However, reviewers preferred the ease of set up, and doing business with YCharts overall.
- Reviewers felt that UpLead meets the needs of their business better than YCharts.
- When comparing quality of ongoing product support, reviewers felt that YCharts is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of UpLead over YCharts.
Pricing
Entry-Level Pricing
UpLead
Free Trial
$0.00
Free Test Drive
- Single User
- 100% Verified Emails
- Mobile Direct Dials
YCharts
YCharts Enterprise
Custom Pricing
Team-Wide
Professional features PLUS Collaboration & Content Sharing Across Users, Tailored Onboarding & Training Program, Firm-wide Excel Model Conversion & Automation, Consolidated Billing & Account Admin
Free Trial
UpLead
Free Trial is available
YCharts
Free Trial is available
Ratings
Meets Requirements
9.1
628
8.8
69
Ease of Use
9.4
639
9.2
68
Ease of Setup
9.5
248
9.6
28
Ease of Admin
9.5
208
9.4
9
Quality of Support
9.4
590
9.5
65
Has the product been a good partner in doing business?
9.6
207
9.8
10
Product Direction (% positive)
9.1
615
8.3
69
Features by Category
Data Availability
8.8
329
Not enough data
9.0
324
Not enough data
8.9
290
|
Verified
Not enough data
9.0
25
Not enough data
Data Accuracy
8.5
323
Not enough data
8.8
316
Not enough data
8.8
25
Not enough data
Agentic AI - Sales Intelligence
7.6
9
Not enough data
8.0
9
Not enough data
7.8
9
Not enough data
7.8
9
Not enough data
8.1
9
Not enough data
8.9
9
Not enough data
Platform
8.6
111
Not enough data
9.0
140
|
Verified
Not enough data
9.3
168
Not enough data
8.9
139
|
Verified
Not enough data
8.6
103
|
Verified
Not enough data
8.7
102
Not enough data
Features
9.2
278
Not enough data
9.0
227
Not enough data
8.9
237
|
Verified
Not enough data
9.0
264
|
Verified
Not enough data
9.2
328
|
Verified
Not enough data
7.9
72
Not enough data
8.7
247
|
Verified
Not enough data
Feature Not Available
Not enough data
8.1
67
Not enough data
Lead Intelligence
8.7
42
Not enough data
8.7
43
Not enough data
8.9
48
Not enough data
Lead Management
8.9
47
Not enough data
8.6
37
Not enough data
9.1
45
Not enough data
Marketing Campaigns
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Campaign Execution
8.4
38
Not enough data
8.6
42
Not enough data
8.5
40
Not enough data
9.1
44
Not enough data
Agentic AI - Account Data Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial Information
Not enough data
9.3
56
Not enough data
Feature Not Available
Analysis
Not enough data
9.2
54
Not enough data
9.5
56
Not enough data
8.9
51
Not enough data
7.8
36
Not enough data
8.4
37
Market News
Not enough data
8.6
50
Not enough data
9.2
56
Not enough data
8.3
51
Platform Basics
Not enough data
7.4
40
Not enough data
8.3
35
Agentic AI - Financial Research
Not enough data
7.7
10
Data Availability
8.9
46
Not enough data
9.1
43
Not enough data
8.5
32
Not enough data
Platform Additional Functionality
8.8
34
Not enough data
8.9
34
Not enough data
8.6
30
Not enough data
8.6
30
Not enough data
8.7
32
Not enough data
Lead Intelligence
8.8
230
|
Verified
Not enough data
8.8
203
|
Verified
Not enough data
8.6
240
|
Verified
Not enough data
8.6
205
|
Verified
Not enough data
8.8
164
|
Verified
Not enough data
Agentic AI - Lead Intelligence
7.4
15
Not enough data
Agentic AI - Lead Mining
8.1
9
Not enough data
8.0
9
Not enough data
Agentic AI - Marketing Account Intelligence
9.7
5
Not enough data
9.7
5
Not enough data
9.7
5
Not enough data
9.7
5
Not enough data
Lead Intelligence
9.0
110
Not enough data
9.2
114
Not enough data
9.2
117
Not enough data
Lead Management
9.3
119
Not enough data
Feature Not Available
Not enough data
9.2
124
Not enough data
Marketing Campaigns
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Data Availability - Marketing Account Intelligence
8.2
12
Not enough data
Data Accuracy - Marketing Account Intelligence
8.2
13
Not enough data
Categories
Categories
Shared Categories
UpLead and YCharts share no categories
Unique Categories
UpLead is categorized as Buyer Intent Data Providers, Marketing Account Intelligence, Account Data Management, Lead Mining, Lead Intelligence, and Sales Intelligence
YCharts is categorized as Financial Research
Reviews
Reviewers' Company Size
UpLead
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
YCharts
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
11.8%
Marketing and Advertising
11.6%
Computer Software
8.4%
Financial Services
3.9%
Staffing and Recruiting
3.0%
Other
61.2%
Financial Services
62.0%
Investment Management
26.6%
Automotive
2.5%
Oil & Energy
1.3%
Investment Banking
1.3%
Other
6.3%
Alternatives
Discussions
Is it possible to pause the downloads to save on the monthly fee for a month or two?
3 Comments
KT
Hi, I think the answer is that you can go down to a minimum monthly price - 70dollars from memory. I suppose the alternative is lose what credits u have . Read more
Contact information for Small Business Owners
2 Comments
WC
Hey Trevin, its Will here I'm the founder at UpLead. UpLead is a great place to find information on business owners. Give our free trial a try, you won't be...Read more
How to create a single Excel list in UpLead when downloading only one contact per company?
2 Comments
KT
Hi , I’m a user (new) , my impression is yes you’d simply individually download? Do you mean you download a batch but have each one as an individual...Read more
What is a Ychart?
1 Comment
Official Response from YCharts
YCharts is an investment research and client communications platform. It provides tools and resources for analyzing and visualizing financial data, including...Read more
Who owns YCharts?
1 Comment
Official Response from YCharts
YCharts was acquired by private equity firm, LLR Partners in 2020. The Chicago fintech firm was previously backed by Morningstar.Read more
What is YCharts used for?
1 Comment
Official Response from YCharts
Check out five impactful ways to use YCharts: https://go.ycharts.com/hubfs/5_Impactful_Ways_Advisors_Use_YCharts.pdf
Read more
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