Y TREE

London, United Kingdom Founded: 2017 • Age: 9 yrs
Personal wealth is managed via an online platform.
Annual revenue - Latest available
Total funding $49.5M 7 rounds
Employees 54 Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 10 Brand Intelligence

About Y TREE

Y TREE is a company based in London (United Kingdom) founded in 2017 by Johnnie Hampel, Stuart Cash, and Arik Peretz. Y TREE has raised $49.52 million across 7 funding rounds. The company has 54 employees as of January 31, 2021. Y TREE offers products and services including Financial Advice App and Futureverse Events. Y TREE operates in a competitive market with competitors including Moneyfarm, A J Bell, Multiply, The Openwork Partnership and My Pension Expert, among others.

  • Headquarter London, United Kingdom
  • Employees 54 as on 31 Jan, 2021
  • Founders Johnnie Hampel, Stuart Cash, Arik Peretz
  • Stage Minicorn
  • Sectors
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Y Tree Limited
  • Date of Incorporation 18 May, 2016
  • Jurisdiction LONDON, UNITED KINGDOM
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $49.52 M (USD)

    in 7 rounds

  • Latest Funding Round
    $17.22 K (USD), Series C

    Sep 19, 2023

  • Investors
    Not available
  • Employee Count
    54

    as on Jan 31, 2021

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Products & Services of Y TREE

Y TREE offers a comprehensive portfolio of products and services, including Financial Advice App and Futureverse Events.

Product name locked
Category locked
Primary

App for personalized financial advice and data access via invitation.

Product name locked
Category locked
Locked

Series of events and podcasts on financial topics and future trends.

People of Y TREE

Headcount 50-200
Employee Profiles 48
Employee Profiles
People
Lucrezia Canovi
Advice Processes And Control Lead
People
Marc M.
Head Of Investments & Financial Life Solutions
People
Alexandre Jenn
Head Of Corporate Relationships
People
Calum Cammack
Head of Product

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Funding Insights of Y TREE

Y TREE has successfully raised a total of $49.52M across 7 strategic funding rounds. The most recent funding activity was a Series C round of $17.22 thousand completed in September 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investments & Acquisitions by Y TREE

Investments
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Investment portfolio details for Y TREE

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Y TREE

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Detailed financials for Y TREE

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  • Profit trends
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Y Tree Comparisons

Y TREE Primary company
Description
Personal wealth is managed via an online platform.
Location
London, United Kingdom
Founded Year
2017
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
54
As of 2021
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Peer comparison for Y TREE

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Competitors of Y TREE

Y TREE operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Moneyfarm, A J Bell, Multiply, The Openwork Partnership and My Pension Expert, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Platform for investment planning & advisory services
Locked Locked Locked
Financial advisory and retirement planning services are provided to users.
Locked Locked Locked
AI-powered financial advice automation solutions are provided.
Locked Locked Locked
Online financial advisory platform for individuals and families is operated.
Locked Locked Locked
Pensions and retirement planning solutions are provided to users.
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Detailed competitors of Y TREE

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Latest news on Y Tree

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Complete news archive for Y TREE

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Y TREE

Y TREE was founded in 2017.

Y TREE is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Stuart Cash is the current CEO of Y TREE. They have also founded this company.

Y TREE is a funded company, having raised a total of $49.52M across 7 funding rounds to date.

As of Jan 31, 2021, the latest employee count at Y TREE is 54.

Y TREE was established in 2017 in London, United Kingdom, as an online platform focused on personal wealth management. Digital tools are provided for users to handle investments, financial planning, and portfolio tracking. Operations are centered in the fintech sector, serving individuals seeking accessible wealth services. Co-founders include Stuart Cash as CEO, Johnnie Hampel, and Arik Peretz, with activities conducted primarily through the y-tree.com domain.

Y TREE's top competitors include Moneyfarm, A J Bell and The Openwork Partnership.

Y TREE offers Financial Advice App and Futureverse Events.

The valuation of Y TREE is $112.93M as of Sep 2023.

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