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
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Y Tree Limited
- Date of Incorporation 18 May, 2016
- Jurisdiction LONDON, UNITED KINGDOM
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$49.52 M (USD)
in 7 rounds
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Latest Funding Round
$17.22 K (USD), Series C
Sep 19, 2023
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Investors
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
App for personalized financial advice and data access via invitation.
Series of events and podcasts on financial topics and future trends.
Unlock access to complete
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 Total Funding
- Total Rounds 7
- Last Round Series C — $17,220
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First Round
First Round
(28 Nov 2017)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2023 | Amount | Series C - Y TREE | Valuation |
investors |
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| Apr, 2023 | Amount | Series C - Y TREE | Valuation |
investors |
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| May, 2022 | Amount | Series C - Y TREE | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Y TREE
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Y TREE
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Y Tree Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Platform for investment planning & advisory services
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| domain | founded_year | HQ Location |
Financial advisory and retirement planning services are provided to users.
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| domain | founded_year | HQ Location |
AI-powered financial advice automation solutions are provided.
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| domain | founded_year | HQ Location |
Online financial advisory platform for individuals and families is operated.
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| domain | founded_year | HQ Location |
Pensions and retirement planning solutions are provided to users.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Y TREE
When was Y TREE founded?
Y TREE was founded in 2017.
Where is Y TREE located?
Y TREE is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Who is the current CEO of Y TREE?
Stuart Cash is the current CEO of Y TREE. They have also founded this company.
Is Y TREE a funded 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 Series C of $25.64M, raised on Nov 28, 2017.
How many employees does Y TREE have?
As of Jan 31, 2021, the latest employee count at Y TREE is 54.
What does Y TREE do?
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.
Who are the top competitors of Y TREE?
Y TREE's top competitors include Moneyfarm, A J Bell and The Openwork Partnership.
What products or services does Y TREE offer?
Y TREE offers Financial Advice App and Futureverse Events.
What is Y TREE's valuation?
The valuation of Y TREE is $112.93M as of Sep 2023.
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