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Company profile: Y Tree

1.1 - Company Overview

Y Tree Logo

Y Tree

Headquarter: United Kingdom
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of financial life intelligence and pure financial advice, combining data, technology, and human expertise through in-person services and an invitation-only app. Offers aggregation of financial data, performance, risk and cost analysis, life strategy via a proprietary asset-liability engine, and 24/7 strategic advice on risk, currency, liquidity, cost, and tax planning via encrypted chat with a dedicated team.

Products and services

  • Financial Life Intelligence: A technology-enabled service blending data, experience, and human expertise to deliver insight across clients’ entire financial profile, clarifying money and life comprehensively with in-person engagement
  • Strategic Advice: Data-driven advisory, available 24/7 via encrypted chat with a dedicated team, assessing risk, currency, liquidity, cost, and tax planning across clients’ holdings
  • Life Strategy: A proprietary asset-liability engine architects money-and-life plans, helping clients define and achieve future aspirations by aligning assets and obligations.

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Y Tree

GeoWealth Logo

GeoWealth

HQ: United States Website
  • Description: Provider of advisor technology and asset management solutions, including an integrated platform for client management, reporting, and trading; portfolio solutions with advisor-managed and third-party model portfolios, tax management, and investment proposals; and outsourced back-office services for reconciliation, aggregation, billing, and reporting.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full GeoWealth company profile →
Sweep Logo

Sweep

HQ: United States Website
  • Description: Provider of solutions that help people plan for the future, grow savings, and better direct their money, supporting a path to financial independence and easier, more enjoyable lives.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Sweep company profile →
RTS Realtime Systems Logo

RTS Realtime Systems

HQ: Germany Website
  • Description: Provider of a professional trading and front office system conceived for the launch of the electronic exchange EUREX (formerly DTB) in Germany; founded in 1992 and headquartered in Frankfurt, at the beginnings of global electronic trading.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full RTS Realtime Systems company profile →
StartupList Logo

StartupList

HQ: United States Website
  • Description: Provider of a community platform connecting early adopters with startups, helping startups find targeted early adopters. Users log in with Twitter to follow startups and use the Sign Up button to notify a startup of interest in using its service.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full StartupList company profile →
PeerStreet Logo

PeerStreet

HQ: United States Website
  • Description: Provider of a real estate debt investing platform that gives individual investors access to high-yield loans secured by real estate and monthly interest returns, connecting a vetted network of private lenders with diverse capital sources. Offers automated investing, PeerStreet Pocket, a secondary marketplace, a Residential for Rent loan program, and the E.N.U.F. mentorship and funding initiative.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full PeerStreet company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Y Tree

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Buyer group 1: ████████ ████████

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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Y Tree

2.2 - Growth funds investing in similar companies to Y Tree

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4 - Top valuation comps for Y Tree

4.2 - Public trading comparable groups for Y Tree

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4.3 - M&A Transactions similar to Y Tree

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Y Tree

What does Y Tree do?

Y Tree is a provider of financial life intelligence and pure financial advice, combining data, technology, and human expertise through in-person services and an invitation-only app. Offers aggregation of financial data, performance, risk and cost analysis, life strategy via a proprietary asset-liability engine, and 24/7 strategic advice on risk, currency, liquidity, cost, and tax planning via encrypted chat with a dedicated team.

Who are Y Tree's competitors?

Y Tree's competitors and similar companies include GeoWealth, Sweep, RTS Realtime Systems, StartupList, and PeerStreet.

Where is Y Tree headquartered?

Y Tree is headquartered in United Kingdom.

How many employees does Y Tree have?

Y Tree has 1,000 employees 🔒.

When was Y Tree founded?

Y Tree was founded in 2010 🔒.

What sector and industry vertical is Y Tree in?

Y Tree is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Y Tree

Who are the top strategic acquirers in Y Tree's sector and industry

Top strategic M&A buyers and acquirers in Y Tree's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Y Tree?

Top strategic M&A buyers groups and sectors for Y Tree include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Y Tree's sector and industry vertical

Which are the top PE firms investing in Y Tree's sector and industry vertical?

Top PE firms investing in Y Tree's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Y Tree's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Y Tree's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Y Tree's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Y Tree include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Y Tree's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Y Tree?

The key public trading comparables and valuation benchmarks for Y Tree include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Y Tree for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Y Tree with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Y Tree's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Y Tree with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Y Tree's' sector and industry vertical?

Access recent funding rounds and capital raises in Y Tree's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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