Y TREE
Y TREE is a financial services firm that provides wealth management technology and independent advisory services.
Sponsor licence details
Sourced from the UK Home Office register of licensed sponsors.
About Y TREE
Y TREE is a financial services company that combines financial data, proprietary technology, and professional advice to assist clients with wealth management. The firm provides a consolidated view of a client's financial affairs across multiple institutions through its digital platform.
Its services include independent analysis of investment performance, risk, and costs, alongside proactive advice on cash, currency, liquidity, and tax. The company operates on a fee structure designed to offer conflict-free financial advice.
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