Y TREE key facts
as of Oct 2026- Provider of wealth management services intended to provide financial life intelligence advice.
- Y TREE is valued at approximately $208.9M as of Oct 2026 (last reported valuation).
- It has raised $66.8M; the latest was Later Stage VC ($16.1M) in Jan 2026.
- Notable investors include Innovate UK, MMC Ventures, ARC InterCapital, Adfisco, Forte Securities.
- Status: Privately Held (backing).
Y TREE's last reported valuation, Jan 2026. Nothing priced has surfaced since.
- ·Watch Y TREE: the Monday email on marks, rounds and moves
Y TREE funding rounds
No funding rounds for Y TREE are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Who backs Y TREE
5Y TREE valuation
Y TREE's last reported valuation was $209 million in Jan 2026. No priced round, secondary trade or fund mark has surfaced since.
Y TREE investors
5 investors are on record for Y TREE, including Innovate UK, MMC Ventures, ARC InterCapital and Adfisco.
About Y TREE
Provider of wealth management services intended to provide financial life intelligence advice. The company combines data, experience, and technology to provide insight across all aspects of a financial profile, and complex financial products, structures, acronyms, and tax rules are difficult to understand, enabling clients to live the life they want to live by providing them with financial freedom through wealth management advisory services.
- Sector
- Financial Services
- HQ
- London, United Kingdom
- Founded
- 2016
- Employees
- 159
- Website
- y-tree.com/
- Ownership
- Privately Held (backing)
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