Y Tree

Wealth management technology and independent financial advice for people managing complex personal finances

London, United KingdomFounded 2016y-tree.comWebsite technologies

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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

No open positions listed right now.

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Website technologies

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  • Bootstrap
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  • Elementor
  • Google Tag Manager
  • PostHog
  • Teamtailor
  • WordPress
  • jQuery
  • nginx