Key facts
- Y TREE’s last known valuation is $208.9M (Jan 2026).
- It has raised $66.8M; the latest was Later Stage VC ($16.1M) in Jan 2026.
- Notable investors include Innovate UK, MMC Ventures, ARC InterCapital, Adfisco, Forte Securities.
- Status: Privately Held (backing).
- ·The complete investor list — 5 names
- ·Watchlist + deal alerts for Y TREE
- ·The full record, as it builds
Funding rounds
No funding rounds for Y TREE are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Y TREE
Provider of wealth management services intended to provide financial life intelligence advice. The company combines data, experience, and technology to provide insight across all aspects of a financial profile, and complex financial products, structures, acronyms, and tax rules are difficult to understand, enabling clients to live the life they want to live by providing them with financial freedom through wealth management advisory services.
- Sector
- Financial Services
- HQ
- London, United Kingdom
- Founded
- 2016
- Employees
- 159
- Website
- y-tree.com/
- Ownership
- Privately Held (backing)
Y TREE doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Y TREE shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Y TREE in its N-PORT filings yet. We sweep new filings monthly.