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Y Tree

Independent wealth advisor with data aggregation

Overview

Y TREE provides independent financial advisory services in the UK using a data-aggregation platform that unifies a client’s finances—bank accounts, investments, pensions, real estate, and alternatives—into one view accessible on desktop and mobile. The platform analyzes portfolio performance, risk, and costs across all providers to show clients the value they receive and inform financial planning. It operates a pure advice model, not selling products or earning commissions, and offers data-driven guidance aligned with clients’ life goals. The goal is to make financial life intelligence actionable, offering transparency, efficiency, and strategic insight for high-net-worth individuals and families with substantial investable assets.

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About Y Tree

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Industries

Data & AnalyticsEnterprise SoftwareFintechFinancial Services

Company Size

51-200

Company Stage

Early VC

Total Funding

$13.4M

Headquarters

London, United Kingdom

Founded

2017

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Funding

Total Funding

$13.4M

Above

Industry Average

Funded Over

2 Rounds

Early VC funding comparison data is currently unavailable. We're working to provide this information soon!
Early VC Funding Comparison Coming Soon

Benefits

  • Health Insurance
  • Gym Membership
  • Mental Health Support
  • Paid Vacation
  • Hybrid Work Options

Company News

Daily Mail
Jun 6th, 2026
Former Goldman Sachs bankers raise $12.7M for wealth tech firm Y Tree

Y Tree, a technology-focused wealth management firm founded by two former Goldman Sachs bankers, has raised over £10 million in a funding round largely backed by its own clients. Previous investors include City figures Simon Robey, co-founder of Robey Warshaw, former Diageo boss Paul Walsh, and former Tesco finance chief Alan Stewart. The company claims to use technology to provide analysis and advice to wealthy clients, positioning itself to disrupt traditional wealth management. Y Tree argues that over 84% of wealth managers persistently underperform, costing clients hundreds of thousands of pounds annually in losses. The fundraising will support Y Tree's expansion as it challenges what it describes as a culture of "serial underperformance" in the sector.

IFA Magazine
Jun 14th, 2023
Street Soccer London ‘Raise The Game’ At Abbey Road Studios With Heather Small, Eloise Voila And Scouting For Girls

A charity that supports ‘at risk’ children and adults through the power of football will be bringing the beautiful game to the iconic Abbey Road Studios this week.Street Soccer London provides free football programmes for players of all ages across the city. Working primarily in Lambeth, as well as in Southwark, Wandsworth, Hackney and Brixton, the programmes focus on bringing the community closer together to engage in sport in a safe space.Its ‘Raise the Game’ event, in partnership with Y TREE, the wealthtech platform for money and life, will provide an opportunity to celebrate the power of football and the impact it can have on local communities. The event will feature fundraising activities in an exciting range of auction lots, as well as first-class entertainment from Heather Small, Eloise Voila Scouting for Girls. British soul legend Heather Small and local pop talent Eloise Voila will be opening the event with exciting musical performances, whilst three-time BRIT Awards winners, Scouting for Girls, will be closing the night.  .  . The charity uses football as a vehicle to change lives in areas where youth crime rates are amongst the worst in London. In 2022, there was a 20% increase in youth crime rates and Street Soccer London aims to be part of the solution in creating an inclusive and welcoming community.Weekly Street Soccer sessions provide structure, routine and purpose for players and allow them to access support services

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