Y TREE Bulgaria
Company overview
Y TREE works in the financial life sector. We are not money managers, we are financial life advisors.
We help our clients answer questions such as:
‘Can I retire early?’, ‘Will I have money in my old age?’, ‘I want to help my children buy their first home, how do I do that?’
We offer pure, expert advice.
Activity
Financial life
Sector
Financial life
Central Office
London, UK
Year of establishment:
2016
Employees worldwide
130+
Established in Bulgaria
-
Employees in Bulgaria:
3
Offices in Bulgaria
-
IT Employees in Bulgaria
3
Tech stack
Technologies/programming languages used by the company:
Kotlin 
React 
Kubernetes 
Spring Cloud 
Jenkins 
Helm 
AWS How we work
Annual leave
36 days including non-working days for Bulgaria.
Work from home
Employees choose the environment they are most comfortable working in.
Flexible Working Hours
Very flexible, expectation is to be able to attend meetings between 11 and 7.
Benefits
Entertainment and discounts
Parties and team building
Professional Development
In-house training
Coaching/mentoring programme
Individual career development plan
Other
Company options/shares program
Free access to the entire package of the company's services
Extra insights
Key company services/products:
The company's full suite of services can be summarized in 3 sections:
- Aggregation and Analytics: We collect all customer financial information through Open Banking, direct integrations or imports.
- Advice on the passion for financial life: Our advisors provide in-depth analysis and offer projection on the current plan and strategy, as well as suggestions for changes to improve the quality of life of clients.
- Monitoring and Reporting: Clients' portfolio and risk profile is constantly monitored and modified to fit with their life plans.
- Clients have a constant connection with us through our website and Android and iOS mobile apps.
What we believe:
- Our values are Time and Cohesion.
- Time is the benefit that our customers earn and is also the most important asset on earth. The value of time encourages us to think long-term.
- Cohesion sums up our promise of equality, inclusiveness and collaboration, working together with each other and with customers. We are honest and open-hearted with our clients and colleagues.
Further information:
- Our vision: 'To build a world where the value of life is defined by experiences, not material possessions.'
- Our mission: 'To transform personal finance into a transparent, efficient and enjoyable experience.'
- Our founders: Stuart Cash, Aric Peretz and Johnnie Hempel
- Company Sector: 'Y TREE stands in our own sector, which we call financial life, but you can also put us in the fintech or wellness categories.'
- Clients: Y TREE has a steadily growing base of high and ultra-high net worth clients.
