When was Y TREE founded?

Y TREE was founded in 2017 and raised its 1st funding round within a year of its incorporation.

Where is Y TREE located?

Y TREE is headquartered in London, United Kingdom. It is registered at ACRE HOUSE,11/15 WILLIAM ROAD,LONDON,UNITED KINGDOM,NW1 3ER.

Who is the current CEO of Y TREE?

Stuart Cash of Y TREE. They have also founded 1 company.

Which legal entities is Y TREE associated with?

Y TREE is associated with Y TREE LIMITED.

How many employees does Y TREE have?

As of Jan 31, 2021, the latest employee count at Y TREE is 54.

Is Y TREE a funded company?

Y TREE is a funded company, having raised a total of $49.5M across 7 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Nov 28, 2017.

How much is Y TREE worth?

The latest valuation of Y TREE is $***** as of Sep 19, 2023. This marks a decline of 23% from its peak valuation of $146M in Nov, 2017. This marks a decline of 23% from its peak valuation of $146M in Nov, 2017.

When was the latest funding round of Y TREE?

Y TREE's latest funding was a $***** Series B round on Sep 19, 2023, with participation from 0 investor. Its primary sector is Investment Tech. Globally, the Investment Tech sector has seen $605M in funding in 2026 to date.

What is the annual revenue of Y TREE?

Annual revenue of Y TREE is £7.23M as on Dec 31, 2023.

Where does Y TREE rank among its competitors?

Y TREE ranks 21st amongst 2650 active competitors, of which 204 are funded. It stands 12th in terms of total funding among its competitors. The most recent competitor to raise funding was Dezerv, which secured $40M in Oct, 2025.

Who are the top competitors of Y TREE?

Y TREE's top competitors include Scripbox, Nutmeg and Dezerv. Among them, Dezerv secured the most recent funding round in October, 2025.

Y TREE - 2026 Company Profile, Team, Funding, Competitors & Financials

Company Details

Website: www.y-tree.com
Email ID: *****@y-tree.com
Phone Number: +44 **********
Registered Address: ACRE HOUSE,11/15 WILLIAM ROAD,LONDON,UNITED KINGDOM,NW1 3ER

Key Metrics

Founded Year

2017

Location

London, United Kingdom

Stage

Series B

Total Funding

$49.5M in 7 rounds

Latest Funding Round

Series B, Sep 19, 2023, $*****

Post Money Valuation

$***** as on Sep 19, 2023

Investors

MMC Ventures & 1 more

Ranked

21^st among 2650 active competitors

Annual Revenue

£7.23M as on Dec 31, 2023

Employee Count

54 as on Jan 31, 2021

Similar Companies

Scripbox & 2802 more

View Y TREE's full profile

Y TREE is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Y TREE LIMITED CIN: 10186799 , United Kingdom, Active	May 17, 2016	$9M (As on Dec 31, 2023)	54 (As on Jan 31, 2021)

Y TREE has raised a total funding of $49.5M over 7 rounds. Its first funding round was on Nov 28, 2017. Y TREE has 2 institutional investors.

Here is the list of recent funding rounds of Y TREE:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 19, 2023	8153758	Series B	5094285	2482695	6616594	4683175
Apr 25, 2023	3811607	Series B	8059596	4467378	6786071	7655206
May 02, 2022	3530773	Series B	8284596	1009906	4751284	4683639

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View details of Y TREE's funding rounds and investors

The founders of Y TREE are Johnnie Hampel, Arik Peretz and Stuart Cash. Stuart Cash is the CEO of Y TREE.

Here are the details of Y TREE's key team members:

Johnnie Hampel: Co-Founder of Y TREE.
Arik Peretz: Co-Founder of Y TREE.
Stuart Cash: Co-Founder & CEO of Y TREE.

View details of Y TREE's Founder profiles and Board Members

Y TREE's employee count trend

Y TREE has 54 employees as of Jan 21. The total employee count is 116.0% more than what it was in Jan 20. Here is Y TREE's employee count trend over the years:

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Top competitors of Y TREE include Scripbox, Nutmeg and Dezerv. Here is the list of Top 10 competitors of Y TREE, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Scripbox 2012, Bengaluru (India), Series D	Platform offering mutual fund investments, financial planning, and wealth growth services	$84M	Accel, LetsVenture & 52 others	78/100
2nd	Nutmeg 2011, London (United Kingdom), Acquired	Personal finance planning and management platform	$180M	Pentech, Goldman Sachs & 20 others	77/100
3rd	Dezerv 2021, Mumbai (India), Series C	Wealth management platform offering financial planning and advisory service	$100M	Accel, Premji Invest & 49 others	77/100
4th	Fisdom 2015, Bengaluru (India), Acquired	Provider of online investment and wealth management services	$48.6M	PayU, Saama Capital & 25 others	75/100
5th	Moneyfarm 2011, London (United Kingdom), Series D	Platform for investment planning & advisory services	$186M	Allianz X, M&G & 11 others	74/100
6th	Nuvama 2008, Mumbai (India), Public	Diversified of wealth & asset management services	-	-	72/100
7th	Farther 2019, New York City (United States), Series C	App-based financial planning and management platform for individuals	$118M	Lightspeed Venture Partners, CapitalG & 12 others	68/100
8th	ARM Pensions 2005, Lagos (Nigeria), Acquired	Retirement planning and pension management platform	$50M	LeapFrog Investments, Helios	68/100
9th	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital	67/100
10th	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Iconiq Capital ... & 11 others	65/100
21st	Y TREE 2017, London (United Kingdom), Series B	Online platform for personal wealth management	$49.5M	MMC Ventures, ARC InterCapital	59/100