Company intelligence
Y TREE
Central Intelligence for Money and Life
About Y TREE
We are in the business of financial life intelligence. Combining data, experience and technology, we provide insight across all aspects of our clients’ financial profiles. We are not asset or wealth managers. We provide pure advice. The value of investments as well as the income derived from them can go down as well as up and investors may get back less than the original amount invested. Y TREE Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 967369). Y TREE Limited is also regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 as a Registered Account Information Service Provider (Firm Reference Number 815261). Company registered in England and Wales under company number 10186799. Registered office: Acre House, 11/15 William Road, London, NW1 3ER, United Kingdom.
Verified activity
Signals from Y TREE
4 published signals
Research & Knowledge
Y TREE launched The deliberate female edge, a new study in partnership with FFinc built on 14 in-depth conversations with high-achieving, high-net-worth women.
Reported by Y TREE
Presence & Recognition
Y TREE's own Eliana Sydes FPFS TEP joins Tamara Gillan Founder of FFinC and Clare Hayward, Chair of Northern Powerhouse on a panel at F World to discuss new research.
Reported by Y TREE
Research & Knowledge
Y TREE published a research piece by Andrés Mallcott and Ruhaan Melwani examining the sustainability of the AI boom in the wealth management industry.
Reported by Y TREE