We are in the business of financial life intelligence. Combining data, experience and technology, we provide insight across all aspects of our clients’ financial profile.

Business Development

FinTech

Y TREE

Y TREE's headquarters in London, United Kingdom

Stuart Cash

Eliana Sydes FPFS TEP

Jacob Coy

Will Hooton

Deborah Poole

Thomas Mitchell

Johnnie Hampel

Isobel Raeside

Calum Cammack

Arik Peretz

This department focuses on managing client relationships and analyzing data to enhance service delivery and client satisfaction.

Client Services

The Finance and Strategy Team at Y TREE is dedicated to analyzing and optimizing clients' financial profiles by leveraging data-driven insights and strategic planning. They work collaboratively to develop tailored financial strategies, ensure efficient resource allocation, and support informed decision-making, ultimately enhancing the financial well-being of clients through a comprehensive understanding of their financial life.

Finance and Strategy Team

The Client Advisory Team at Y TREE specializes in delivering personalized financial guidance and support to clients. Leveraging a mix of data analysis, industry expertise, and technological tools, the team ensures clients receive tailored insights that enhance their financial decision-making and overall experience. They play a crucial role in onboarding new clients, managing client relationships, and continuously optimizing financial portfolios to align with individual goals.

Client Advisory Team

The Product Development Team at Y TREE is responsible for designing and enhancing innovative financial intelligence solutions. They collaborate closely to understand client needs, translate insights into user-friendly products, and ensure each offering is aligned with the company’s vision of delivering comprehensive financial insights. Through a combination of strategic planning, user experience design, and agile development, they aim to create impactful tools that empower clients in managing their financial profiles.

Product Development Team

This department focuses on analyzing financial data to support decision-making and strategic planning.

Financial Analysis

This department provides expert guidance and strategic advice to support decision-making and enhance overall performance.

Y TREE

Org chart

Teams

Client Services

Finance and Strategy Team

Client Advisory Team

Product Development Team

Financial Analysis

Advisory Services

Offices

Y TREE

Org chart

Teams

Client Services

Finance and Strategy Team

Client Advisory Team

Product Development Team

Financial Analysis

Advisory Services

Offices

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