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Y TREE - About the company

Y TREE is a series B company based in London (United Kingdom), founded in 2017 by Stuart Cash, Arik Peretz and Johnnie Hampel. It operates as an Online platform for personal wealth management. Y TREE has raised $49.5M in funding, with a current valuation of $*****. The company has 3069 active competitors, including 222 funded and 203 that have exited. Its top competitors include companies like Dezerv, Nuvama and Farther.

Company Details

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
Stage
Series B
Total Funding
$49.5M in 7 rounds
Latest Funding Round
Post Money Valuation
$***** as on Sep 19, 2023
Investors
Ranked
Annual Revenue
£1M - £10M as on Dec 31, 2023
Employee Count
174 as on Jul 31, 2026
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Y TREE's funding and investors

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:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Sep 19, 2023
2549358
Series B
3669531
6679387
1092060
2673384
Apr 25, 2023
8914572
Series B
6441030
8255068
6868991
9514976
May 02, 2022
9158928
Series B
2676287
6054506
1463594
1958133
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Y TREE's founders and board of directors

Founder? Claim Profile
The founders of Y TREE are Stuart Cash, Arik Peretz and Johnnie Hampel. Stuart Cash is the CEO of Y TREE.
Here are the details of Y TREE's key team members:

Y TREE's Board of Directors

Y TREE's board has 4 active members. Eric Peretz, Oliver Owen Whitmore Richards, Stuart Anthony Cash and John Laurence Hampel are independent board members.
Here is the list of Y TREE's board of directors:
Name
Type
Representing
Status
Duration
Independent board member
-
Current
8y 11m
axvfecw
Independent board member
-
Current
8y 8m
cosfuhi
Independent board member
-
Current
1y 6m
{zmxqon
Independent board member
-
Current
5y 6m

Y TREE's employee count trend

Y TREE has 174 employees as of Jul 26. Here is Y TREE's employee count trend over the years:
Employee count trend for Y TREE
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Y TREE's Competitors and alternates

Top competitors of Y TREE include Dezerv, Nuvama and Farther. 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
Logo for Dezerv
Dezerv
2021, Mumbai (India), Series C
Wealth management platform offering financial planning and advisory service
$100M
78/100
2nd
Logo for Nuvama
Nuvama
1993, Mumbai (India), Public
Diversified of wealth & asset management services
-
75/100
3rd
Logo for Farther
Farther
2019, New York City (United States), Series D
App-based financial planning and management platform for individuals
$272M
68/100
4th
Logo for Warren
Warren
2014, Porto Alegre (Brazil), Series C
Diversified investment management firm
$105M
68/100
5th
Logo for Pontera
Pontera
2012, New York City (United States), Series C
Tax management solutions for businesses
$160M
68/100
6th
Logo for Phoenix Group
Phoenix Group
1782, London (United Kingdom), Public
Provider of long-term savings, retirement, and life insurance solutions
-
67/100
7th
Logo for Origin
Origin
2019, San Francisco (United States), Series B
Financial planning solutions for employees
$68M
66/100
8th
Logo for ET Money
ET Money
2014, Gurugram (India), Acquired
App-based mutual fund investment platform
-
-
63/100
9th
Logo for Compound
Compound
2019, San Francisco (United States), Series B
Wealth and financial management platform
$37.1M
62/100
10th
Logo for Scottish Widows
Scottish Widows
1815, Edinburgh (United Kingdom), Public
Women bank
-
-
60/100
25th
Logo for Y TREE
Y TREE
2017, London (United Kingdom), Series B
Online platform for personal wealth management
$49.5M
55/100
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Y TREE's Investments and acquisitions

Y TREE has made no investments or acquisitions yet.

Reports related to Y TREE

Here is the latest report on Y TREE's sector:

FAQs about Y TREE

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