About Y TREE
Y TREE is a Technology company based in London (United Kingdom) founded in 2017 by Johnnie Hampel, Stuart Cash, and Arik Peretz. Personal wealth is managed via an online platform. Y TREE has raised $49.52 million across 7 funding rounds. The company has 54 employees. Y TREE was last valued at $112.93 million in September 2023. Its chief executive, as recorded, is Stuart Cash. Y TREE offers products and services including Financial Advice App and Futureverse Events. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is Y TREE LIMITED. Its competitors include Moneyfarm, A J Bell and Multiply; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters London, United Kingdom
- Employees 54
- Founders Johnnie Hampel, Stuart Cash, Arik Peretz
- Stage Minicorn
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website y-tree.com
- Social LinkedIn X Facebook Instagram
- Legal Name Y Tree Limited
- Date of Incorporation 18 May, 2016
- Jurisdiction LONDON, UNITED KINGDOM
- Total Equity Funding$49.52M (USD)
in 7 rounds
- Latest Funding Round$17.22K (USD), Series C
Sep 2023
- Employee Count54
Products & Services of Y TREE
Y TREE offers a comprehensive portfolio of products and services, including Financial Advice App and Futureverse Events.
App for personalized financial advice and data access via invitation.
Series of events and podcasts on financial topics and future trends.
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.
- Total Funding $49.52M
- Total Rounds 7
- Last Round Series C — $17,220
- First Round $1.73M
(Nov 2017)
All 7 funding rounds of Y TREE with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2023 | $17,220 | Series C | $112.93M | – | – |
| Apr 2023 | $3.24M | Series C | $146.06M | – | – |
| May 2022 | $25.64M | Series C | $••••• | – | – |
| Apr 2021 | $416,752 | Series B | $••••• | – | – |
| Apr 2020 | $13.27M | Series B | $••••• | – | – |
| Jul 2018 | $5.21M | Series A | $••••• | – | – |
| Nov 2017 | $1.73M | Seed | $••••• | – | – |
| Date | Valuation | Stage |
|---|---|---|
| Sep 2023 | $112.93M | •••••••• |
| Apr 2023 | $146.06M | •••••••• |
| May 2022 | $••••• | •••••••• |
| Apr 2021 | $••••• | •••••••• |
| Apr 2020 | $••••• | •••••••• |
| Jul 2018 | $••••• | •••••••• |
| Nov 2017 | $••••• | •••••••• |
Full valuation and stage history of Y TREE
Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.
- All valuation points
- Stage changes
- Dates
- Exports
Verified entity values are shown only after access is granted.
Last known valuation $112.93M (Sep 2023).
People of Y TREE
50 people are tracked at Y TREE (18 in leadership, 32 in team); the tracked headcount is 54.
| Name | Role | Group |
|---|---|---|
Johnnie Hampel | Co-Founder | Leadership |
Stuart Cash | Co-Founder & CEO | Leadership |
Arik Peretz | Co-Founder | Leadership |
Marc M. | Head Of Investments & Financial Life Solutions | Leadership |
Alexandre Jenn | Head Of Corporate Relationships | Leadership |
Calum Cammack | Head of Product | Leadership |
Caroline Edwards | Head of Business Relationships | Leadership |
Isobel Raeside | Head Of Product | Leadership |
Eliana Sydes FPFS TEP | Director, Head Of Client Team And Central Operations | Leadership |
Will Hooton | Chief Financial Officer | Leadership |
Jacob Coy | Head Of Risk And Compliance | Leadership |
Melina Cemeska | Head of Finance | Leadership |
Thomas Mitchell | Chief Of Staff & Head Of Talent Experience | Leadership |
Tiffany McGee | Co-head Of Data | Leadership |
Cyrus Dailami | Head Of New Client Relationships | Leadership |
Jake Wood | Head Of Client Operations | Leadership |
Josh Duggan | Talent Attraction Partner | Leadership |
Chris Davies | Managing Adviser | Leadership |
Lewis Owen | Client Adviser | Team |
Lucrezia Canovi | Advice Processes And Control Lead | Team |
30 more people are available in the full profile.
Complete people profiles for Y TREE
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Y TREE
4 dated milestones of Y TREE across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Y TREE is founded.
- Funding First funding round of $1.7M.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Series C, of $17K.
Competitors of Y TREE
Y TREE has 3 listed competitors in our database, 3 of them funded. They include Moneyfarm, A J Bell and Multiply.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| moneyfarm.com | 2011 | London, United Kingdom | $185.79M | 437 | Platform for investment planning & advisory services | |
| ajbell.co.uk | 1995 | Manchester, United Kingdom | $32M | 542 | Financial advisory and retirement planning services are provided to users. | |
| multiply.ai | 2016 | London, United Kingdom | $2.34M | 14 | AI-powered financial advice automation solutions are provided. |
Detailed competitors of Y TREE
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Y TREE
The website of Y TREE (y-tree.com) receives about 9.5K visits a month.
- Monthly visits9.5K
▲ 2.8% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Y TREE (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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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 CEO of Y TREE, as recorded in our data. 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. The company's 1st funding round was a Seed of $1.73M, raised on Nov 2017.
Y TREE has 54 employees.
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 offers Financial Advice App and Futureverse Events.
The valuation of Y TREE is $112.93M as of Sep 2023.
Y TREE operates through Y Tree Limited.