Y Tree Limited
Y Tree Limited
Trading as: Y TREE
#10186799 • Active
B2cSaasServices
Y TREE is dedicated to transforming personal finance through a blend of technology and human expertise, providing clients with tailored financial advice and innovative solutions to enhance their financial lives.
Founded: 18/05/2016
Industries: Other business support service activities n.e.c.
Website: https://y-tree.com
Phone: Subscribe to view
Email: Subscribe to view
Location: London
Products
- Financial Life Strategy App
Services
- Account Information Services
- Financial Advice
Financial Snapshot
Last accounts made up to 31 December 2024
Next accounts due 30 September 2026 (16 months)
Cash in Bank £1.51m
↓ -88%
Employees 98
↑ 0%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Oliver Owen Whitmore Richards | Investment Manager | 18/01/2021 | British | 44 years |
| John Laurence Hampel | Company Director | 01/04/2019 | British | 55 years |
| Eric Peretz | Executive Director | 14/08/2017 | Israeli | 51 years |
| Stuart Anthony Cash | Executive Director | 18/05/2016 | British | 56 years |
Role:
Investment Manager
Appointed:
18/01/2021
Nationality:
British
Age:
44 years
Role:
Company Director
Appointed:
01/04/2019
Nationality:
British
Age:
55 years
Role:
Executive Director
Appointed:
14/08/2017
Nationality:
Israeli
Age:
51 years
Role:
Executive Director
Appointed:
18/05/2016
Nationality:
British
Age:
56 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality | |
|---|---|---|---|---|
| No active PSCs found | ||||
No active PSCs found
Financial Accounts
| Dec 2023 | Dec 2022 | Dec 2021 | |
|---|---|---|---|
| Income Statement | |||
| Turnover | |||
| Export Revenue | |||
| Sales | |||
| Other Operating Income | |||
| Other Operating Items | |||
| Cost of Sales | |||
| Raw Materials & Consumables | |||
| Gross Profit | |||
| Admin Expenses | |||
| Other Operating Charges | |||
| Depreciation | |||
| R&D Expenses | |||
| Operating Profit | |||
| EBITDA | |||
| Financial Revenue | |||
| Financial Expenses | |||
| Financial Profit/Loss | |||
| Interest Paid | |||
| Extraordinary Revenue | |||
| Extraordinary Expenses | |||
| Net Extraordinary Items | |||
| Pre-Tax Profit | |||
| Tax | |||
| Profit After Tax | |||
| Retained Profit | |||
| Balance Sheet | |||
| Non-Current Assets | |||
| Intangible Assets | |||
| Tangible Fixed Assets | |||
| Other Non-Current Assets | |||
| Current Assets | |||
| Stock | |||
| Debtors | |||
| Cash in Hand | |||
| Other Current Assets | |||
| Called Up Share Capital | |||
| P&L Account Reserve | |||
| Shareholder Funds | |||
| Other Shareholder Funds | |||
| Provisions | |||
| Long Term Debt | |||
| Creditors (> 1 year) | |||
| Other Non-Current Liabilities | |||
| Short Term Debt | |||
| Creditors | |||
| Creditors (< 1 year) | |||
| Other Current Liabilities | |||
| Key Metrics | |||
| Net Assets | |||
| Net Current Assets | |||
| Total Assets Less Current Liabilities | |||
| Working Capital | |||
| Enterprise Value | |||
| Added Value | |||
| Cashflow Before D&A | |||
| Other Information | |||
| Staff Costs | |||
| Number of Employees | |||
Charges
No charges registered
Properties
No property information available
Grants
No grant information available
Group Structure
No group structure information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 15/05/2025 | Capital | Second Filing Capital Allotment Shares | View (4 pages) |
| 15/05/2025 | Capital | Second Filing Capital Allotment Shares | View (4 pages) |
| 29/04/2025 | Accounts | Accounts With Accounts Type Full | View (30 pages) |
| 13/03/2025 | Capital | Capital Allotment Shares | View (3 pages) |
| 13/03/2025 | Capital | Capital Allotment Shares | View (4 pages) |
| 20/02/2025 | Capital | Second Filing Capital Allotment Shares | View (7 pages) |
| 26/01/2025 | Capital | Capital Allotment Shares | View (3 pages) |