Y TREE

A modern approach to managing personal finance

Y TREE logo
101-200 employees
  • Fintech
  • B2C
  • Personal finance
  • Financial Services
  • SaaS
London, UK

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Company mission

Re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.

Our take

Y Tree is setting out to shake up the world of financial management, giving ordinary people the tools to really understand their whole financial picture. Utilising a system called Financial Life Intelligence, Y Tree combines data, technology, and its founders' deep experience in financial management to provide a layer of understanding to its customers' financial overview.

Context means everything when it comes to financial data, so Y Tree provides its customers with aggregated data, translated into accessible and actionable insights. Its software connects a financial overview with the things a customer values most in their life, resulting in strategies to achieve their aims and goals.

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Freddie

Company Specialist at Welcome to the Jungle

Leadership

Stuart Cash

(Co-Founder & CEO)

Previously a Partner at Goldman Sachs, an Executive Director at SBC Warburg and a Solicitor at Berwin Leighton Paisner.

Arik Peretz

(Co-Founder)

Previously a Director at Movebubble, Shoes Online, Co-Founder and Director at Paragon X and Director at Tufin Technologies.