Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep

Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep

From WealthTech Today by Craig Iskowitz

June 11, 2026

About this episode

This episode features a discussion with YCharts' product leaders about their AI analyst and its impact on wealth management.

The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz . Meet Our Guests This episode features Caleb Eplett, Chief Product Officer of YCharts, and Rushi Shah, VP of Product at YCharts — two product leaders who have spent years building out one of the wealth management industry’s most recognized investment data and analytics platforms. Caleb has been with YCharts for 13 and a half years, […] The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz .

People in this episode

Host: Craig Iskowitz

Guests: Caleb Eplett, Rushi Shah

Topics covered

  • AI in finance
  • investment data
  • wealth management
  • analytics platforms
  • product development

Keywords

  • YCharts
  • AI Analyst
  • investment data
  • wealth management
  • analytics

Mentioned in this episode

Organizations: YCharts

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