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

Stuart Cash

Will Hooton

Thomas Mitchell

Melina Cemeska

Marc M.

Johnnie Hampel

Jake Wood

Jacob Coy

Harriet Johnston

Eliana Sydes FPFS TEP

Daniel Hill

Caroline Edwards

Calum Cammack

Arik Peretz

Alexandre Jenn

Client Advisory Team

Finance and Strategy Team

Product Development Team

Investment and Financial Solutions

Leadership Team

Marketing and Brand Strategy

Teams at Y TREE

Client Advisory Team

Finance and Strategy Team

Product Development Team

Investment and Financial Solutions

Leadership Team

Marketing and Brand Strategy