Central intelligence for money and life

Plug into your finances and control your money and life like never before

The Y TREE difference

We’ve replaced the spreadsheet with money in the palm of your hand

Run your finances using a financial model as robust as your business

We adapt investment approaches of large institutions for individuals

Intelligence that independently monitors all your costs, performance, risk, currency and liquidity

The above information is provided for illustrative purposes only and is not intended as a forecast the actual returns you might achieve. As with all investing, your capital is at risk.

What our clients say

"I f*****g love this analysis. This is the holy grail of the entire industry."

Senior Partner,

Private Equity Firm

"I don’t say this often but I am absolutely blown away by what you have built. Seriously impressive. I’ll be sending every single one of my clients your way."

Founder and Partner,

C-Suite Consultancy

"I love the clarity and simplicity of the advice process at Y TREE. I have never felt this organised, or looked at overall risk across my portfolio as a whole. The service will be great for my clients who have much more money than me!."

Chair,

Global Talent Sports & Entertainment Firm

"I find the analysis thoughtful and helpful. It’s reassuring when you read a headline in the newspaper and can double check your app just to see you haven’t lost everything."

Partner,

Law Firm

"My partner and I find Y TREE’s insights to be so much more powerful and tailored than any financial advice we’ve received in the past – thank you!"

Partner,

C-Suite Consultancy

"I have so much more insight into how I see my life and what my options are - and in a shorter amount of time!"

Partner,

Law Firm

Meet us

Our services are designed for clients with over £1 million in liquid investments