Y TREE
- Company typePrivate
- Founded2017
- HeadquartersLondon, United Kingdom
- Headcount101–250
- GTM typeB2C
- OfferingServices
Y TREE firmographics
Firmographics- Name
- Y TREE
- Legal name
- Y TREE Limited
- Website
- https://y-tree.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Y TREE industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO)
- akta.pro secondary industry
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
Keywords
Where Y TREE is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Y TREE business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Y TREE provides comprehensive wealth management services including financial aggregation, independent analysis, and advisory to high net worth clients. Revenue is generated through advisory fees, likely charged as a percentage of assets under management or fixed retainer fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom pricing based on client wealth and service requirements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Y TREE product offering
Product offeringCore offering
Y TREE provides conflict-free wealth management advisory to UK high net worth individuals (with £1m+ in investable assets), combining proprietary financial data aggregation technology with dedicated human advisor teams. The core offering is a unified platform that consolidates all client finances across institutions, delivers independent performance benchmarking, and produces a behavioral science-driven financial life strategy aligned to client life goals. Services are delivered through direct advisor relationships supported by a mobile and desktop platform.
Product overview
Y TREE is a wealth management firm offering a unified digital platform that aggregates all client finances across institutions, combining proprietary financial aggregation technology with expert human advisory. The core product is the Y TREE Wealth Management Platform, supported by a Data Aggregation, Reporting and Analysis Service that processes financial data into an aggregated view. The firm also produces proprietary research publications including The Deliberate Edge Report (behavioral science study with LSE) and the Plugged into Wealth Management Report (industry performance analysis), alongside a podcast series and blog content covering wealth topics.
Differentiator
Problem solved
Functional benefit
Products and services
- Y TREE Wealth Management Platform A centralized wealth management service that aggregates all client financial data across banks, investment providers, and other institutions into a single consolidated view accessible on mobile and desktop. Combines proprietary aggregation technology, independent performance analysis, and dedicated human advisor teams to deliver holistic, conflict-free wealth management aligned to client life goals. Targeted at UK high net worth individuals with £1m+ in investable assets.
- Data Aggregation, Reporting and Analysis Service A backend data processing service that automates aggregation of client financial information across all institutions, processes it into a unified financial view, and presents it on the Y TREE Platform. Enables clients to monitor performance, risk, costs, currency exposure, and liquidity in one place, with processing performed under contract with clients and involving Identity, Contact, Technical, Usage, Profile, and Activity data.
Quantifiable outcome
- 84% of wealth managers underperformed their benchmark in 2025, with average underperformance of 4.3% - Y TREE's independent analysis reveals this transparency gap
- +2 more outcomes
Companies that use Y TREE
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles2 records
Y TREE technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature3 records
Y TREE partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor and core.
- Berry Bros. & RuddminorY TREE partnered with Britain's oldest wine merchant for exclusive client events, including 'Women, Wine & Money' evenings, combining financial education with lifestyle experiences for clients.
- Shoosmiths SolicitorsminorShoosmiths Solicitors hosted Y TREE's 'Women, Wealth & Influence' event featuring Cherie Blair, demonstrating Y TREE's community-building approach to wealth management.
- Professor Paul Dolan, LSEcoreY TREE commissioned behavioral scientist Professor Paul Dolan from the London School of Economics to conduct 'The Deliberate Edge' study into UK HNWIs. The research reveals how wealthy individuals self-optimise across different life domains.
- NewtonXcoreNewtonX conducted quantitative fieldwork for the 'Deliberate Edge' study, recruiting and surveying 200 UK adults with £1m+ in investable assets to support the behavioral science research.
- Claer BarrettminorY TREE hosted an event featuring FT Consumer Editor and Money Clinic host Claer Barrett in conversation with Co-Founder Stuart Cash, discussing modern money conversations and financial literacy.
- Hg CapitalminorY TREE's co-founder Johnnie Hampel appeared in a podcast with Hg Capital's Nic Humphries discussing financial risk management, demonstrating thought leadership partnerships in the industry.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Y TREE competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Y TREE social profiles
Digital presenceY TREE compliance and trust
Trust signalCompliance2 records
Y TREE financial estimates
Financial estimateRevenue estimate
Valuation estimate
Y TREE leadership team
Management profileNumber of profiles
Profiles9 records
Y TREE funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Y TREE M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Y TREE
What does Y TREE do?
Y TREE provides conflict-free wealth management advisory to UK high net worth individuals (with £1m+ in investable assets), combining proprietary financial data aggregation technology with dedicated human advisor teams. The core offering is a unified platform that consolidates all client finances across institutions, delivers independent performance benchmarking, and produces a behavioral science-driven financial life strategy aligned to client life goals. Services are delivered through direct advisor relationships supported by a mobile and desktop platform.
Is Y TREE a public or private company?
Y TREE is a private company. It is classified as venture growth investor backed and is currently operating.
When was Y TREE founded?
Y TREE was founded in 2017. It employs 101 to 250 people.
Where is Y TREE based?
Y TREE is headquartered in London, United Kingdom, in the Europe region.
How does Y TREE make money?
One revenue line is on record: wealth Management Advisory Fees.
Does Y TREE have an API?
No public API is recorded for Y TREE.
What industry is Y TREE in?
Y TREE's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAO, Digital/Hybrid Private Wealth (Robo-Enabled HNW Service), with a secondary code of FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms. Its NAICS code is 523940 and its SIC code is 6282.