Relationships Analyst, Y TREE

New Client Analyst

Salary not provided

Entry and Junior level

London

2+ days a week in office

A modern approach to managing personal finance

Job no longer available

A modern approach to managing personal finance

101-200 employees

FintechB2CPersonal financeFinancial ServicesSaaS

Job no longer available

Salary not provided

Entry and Junior level

London

2+ days a week in office

101-200 employees

FintechB2CPersonal financeFinancial ServicesSaaS

Company mission

We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money.

Job

Company

Role

Salary benchmarks

Our take

Y TREE is setting out to shake up the world of wealthtech, 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 institutional-grade advice to provide a satellite view over the wealth management industry.

Context means everything when it comes to financial data, so Y TREE provides its customers with aggregated data, translated into accessible and actionable insights. It's trusted by some of the world's most influential business leaders, and connects its customers' financial overview with strategies to achieve their business aims. A fast-growing start-up that's raised substantial financial backing, Y TREE is set to make a real impact in the wealthtech market.

Freddie

Company Specialist at Welcome to the Jungle

Insights

40% female employees

Glassdoor (4.2)

Company

Company values

Time - Time is the most valuable commodity on Earth. You can never get it back so we want to make the most of it. We give our clients back time they never knew they had. We are generous with our time with our clients and our colleagues.
Togetherness - Togetherness is about being part of a community. We are more effective when we consider the diverse experiences and views of our clients, shareholders and colleagues. We learn from each other every day by being candid, fair and respectful.

Company HQ

London, UK

Articles

Street Soccer London ‘Raise the Game’ at Abbey Road Studios with Heather Small, Eloise Voila and Scouting for Girls

City grandees pump millions into upstart wealth firm Y Tree

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.

Johnnie Hampel

(Co-Founder)

Previously a Partner at Partners Capital for 12 years, ex-Goldman Sachs, and a Solicitor at Slaughter and May

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