Y TREE

Y TREE is a financial services company that utilizes data, technology, and human expertise to provide personal finance services. They focus on assisting clients in achieving financial freedom through various strategies and tools.
  • 24/7 access through app
  • Client advisory services
  • Financial Life Intelligence
  • Personal finance strategies
Size
Medium
Phone
+44 20 3928 8444
Website
y-tree.com
Email
Available in Endole App
Locations
130 Shaftesbury Ave, W1D 5EU
02039288444
9:30 - 17:30
11/15 William Rd, NW1 3ER
Digital Popularity
Popularity over time
Social Media
Competitors
Mamucium Capital
Mamucium Capital is a financial advisory firm that provides personalised financial planning and wealth management services.
Wellesley
Wellesley is a financial advisory firm that provides a range of services including personal finance advice, corporate finance advice, and mortgage services.
Mary Waring Associates Ltd
Mary Waring Associates Ltd is a financial concierge service that provides expert guidance and support, particularly for individuals navigating significant life changes such as divorce.
Company Details
Y TREE is operated by Y Tree Limited and is a Active company incorporated on 18 May 2016 with the registered office located in London, Greater London. Y Tree Limited was registered 9 years ago.
Status
Active
Size
Medium
Directors
6
Age
9 years old
Employees
110
Turnover
£10M
Total Assets
£10M
Cash in Bank
£5.85M
Total Liabilities
-£1.56M
Stuart Anthony Cash
Director • Executive Director • British • Lives in England • Born in Jun 1968
Oliver Owen Whitmore Richards
Director • Investment Manager • British • Lives in England • Born in Sep 1980
John Laurence Hampel
Director • British • Lives in UK • Born in Nov 1969
Alina Kessel
Director • American,british • Lives in England • Born in Mar 1966
Eric Peretz
Director • Executive Director • Israeli • Lives in Thailand • Born in Nov 1973
Eliana Magdalene Sydes
Director • Executive Director • British • Lives in England • Born in Mar 1965
More information on Y Tree Limited
Teams
All
105
Management
44
Customer Service
28
IT
27
Finance
22
Engineering
15
Administration
8
Stuart Cash
Founder, CEO • Joined May 2016
Arik Peretz
Founder • Joined Jan 2017
Leah Greville
Executive Assistant • Joined Jan 2024
Nicola Dunne
Executive Assistant • Joined Dec 2024
Michael Thomas Morgan, McIpd
Senior People Experience Partner • Joined Nov 2024
Andres Mallcott, Cfa
Lead Investment Strategist • Joined Apr 2023
Rebecca Bahri
Senior Executive Assistant • Joined Jan 2023
Lola Paris Stone
Senior Executive Assistant • Joined Jan 2025
Monika Pietruk
Finance Manager • Joined Jul 2023
James Pettinger
Product Manager • Joined Jul 2023
Stuart Cash
Founder, CEO • Joined May 2016
Arik Peretz
Founder • Joined Jan 2017
Michael Thomas Morgan, McIpd
Senior People Experience Partner • Joined Nov 2024
Rebecca Bahri
Senior Executive Assistant • Joined Jan 2023
Lola Paris Stone
Senior Executive Assistant • Joined Jan 2025
Monika Pietruk
Finance Manager • Joined Jul 2023
James Pettinger
Product Manager • Joined Jul 2023
Dearbhla Ryan
Product Manager • Joined Jul 2023
Oliver Richards
Board Director • Joined Jan 2021
John Hurley
Head Of Marketing • Joined Jan 2024
Tamara Kormornick
Content Manager • Joined Jan 2025
Ed Green
Head Of Data • Joined Feb 2024
Tiffany McGee
Client Data Manager • Joined May 2021
Mathew Shephard
Head Of Data Engineering • Joined Aug 2023
Maksym Borysenko
Android Developer • Joined Aug 2022
Marion Pelletant-Cheung
Salesforce Administrator • Joined Apr 2023
Lam Nguyen
Software Engineer • Joined Nov 2024
Nicola Lamb
Platform Engineer • Joined Apr 2023
Arsa Selvaratnam
Data Engineer • Joined Oct 2022
Konstantinos Akrivos
Software Engineer • Joined Sep 2022
Jacob Murphy
Client Service Manager • Joined Jul 2024
Tiffany McGee
Client Data Manager • Joined May 2021
Jake Wood
Head Of Client Service • Joined Feb 2023
Will Hooton
Head Of Client Advice • Joined Feb 2018
Bogac Erduran
Client Associate • Joined Jan 2024
Tom Fleming
Client Associate • Joined Sep 2024
Joe Boxer APFS
Client Associate • Joined Sep 2024
Jay Clipston
Client Analyst • Joined Oct 2024
Daniel Lazarus
Client Analyst • Joined Aug 2024
Susie Griffiths
Client Analyst • Joined Sep 2024
Monika Pietruk
Finance Manager • Joined Jul 2023
Chris Cater
Head Of Finance • Joined Jul 2024
Lucrezia Canovi
Advice Processes And Control Lead • Joined Jan 2024
Bogac Erduran
Client Associate • Joined Jan 2024
Arielle Ingrassia
Investment Associate • Joined Sep 2023
Tom Fleming
Client Associate • Joined Sep 2024
Joe Boxer APFS
Client Associate • Joined Sep 2024
Kamakshee Seetohul Ramduny
Quantitative Analyst • Joined Apr 2023
Penny Mekdhanasarn
Financial Strategy Associate • Joined Jan 2024
Sasha Brook
Finance Strategy Analyst • Joined Oct 2023
Leah Greville
Executive Assistant • Joined Jan 2024
Nicola Dunne
Executive Assistant • Joined Dec 2024
Rebecca Bahri
Senior Executive Assistant • Joined Jan 2023
Lola Paris Stone
Senior Executive Assistant • Joined Jan 2025
Sepphiah Barrett
Office & Events Manager • Joined Mar 2024
Marina Stanton
Executive Assistant To 3 Team Leaders • Joined Aug 2022
Eleanor Bull
Junior Management Accountant • Joined Jul 2023
Santhiya S
Accounts Receivable Accountant • Joined Oct 2023
Isobel Raeside
Head Of Product • Joined Oct 2022
Calum Cammack
Head Of Product • Joined Jun 2023
Conor Sokell
Platform Engineering Team Lead • Joined Apr 2023
Harriet Johns
Senior Graphic Designer • Joined Aug 2022
Philipp Hornung
Senior Product Designer • Joined Sep 2024
Chantal P
Senior Graphic Designer • Joined Jul 2022
Lam Nguyen
Software Engineer • Joined Nov 2024
Nicola Lamb
Platform Engineer • Joined Apr 2023
Arsa Selvaratnam
Data Engineer • Joined Oct 2022
Konstantinos Akrivos
Software Engineer • Joined Sep 2022
View 105 members