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.
Company Size
51-200
Company Stage
Early VC
Total Funding
$13.4M
Headquarters
London, United Kingdom
Founded
2017
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