Y Tree
Wealth management technology and independent financial advice for people managing complex personal finances
Highlights
- New on EvolcAdded 2026-10-29
About Y Tree
Y TREE combines financial data, proprietary technology and expert advice to aggregate clients’ assets and analyze investment performance, risks and costs. Its asset-liability engine supports financial strategies, while its team advises on investment suitability, cash, currency, liquidity and tax.
The company serves individuals seeking a consolidated view of their wealth and advice aligned with their financial and lifestyle goals. Its service includes technology access and ongoing advice, including recommendations on public and private market investments.
Y TREE LIMITED was founded in 2016 and is headquartered in London. The company recruits across areas including data, design, finance, marketing, operations and talent.
Product: A wealth management service combining asset aggregation and analysis technology with personalized financial strategy and investment advice.
Jobs at Y Tree
Leadership
- Johnnie Hampel · Founder, Client Advice…Source: company website
- Stuart Cash · Founder, CEOSource: company website
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Website technologies
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- Bootstrap
- Cloudflare
- Elementor
- Google Tag Manager
- PostHog
- Teamtailor
- WordPress
- jQuery
- nginx