Y Tree was founded by a team that includes two former Goldman Sachs bankers and bills itself as a technology-focused wealth manager delivering analysis, advice and actionable intelligence to high-net-worth clients. The firm argues that more than 84% of wealth managers persistently underperform and positions itself as a disruptor to that culture. Y Tree has attracted notable City backers, including Simon Robey, Paul Walsh and Alan Stewart. It recently raised more than £10 million in a fundraising round largely supported by its own clients. The company is using the fresh capital to push ahead with its plans to challenge incumbent wealth managers. Public reporting does not disclose revenue, user counts, valuation or the specific product roadmap.

Total raised

$13M

Funding rounds

1

Latest round

Equity

Latest activity

Jun 2026