Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Yellowtail Financial Planning Logo
Yellowtail Financial Planning Growth Score
88
CB Rank
3625001
Heat Score
31
Yellowtail Financial Planning is an independent firm of financial planners that provides financial affairs for individuals and families.
Founded
obfuscation
Private Exeter, Devon, United Kingdom1-10 yellowtail.co.uk
Advertising
Financial Services
Professional Services
Wealth Management
Overview

Yellowtail Financial Planning
Growth Score
88
Heat Score
31

Growth Score88
-1 pts
in past quarter
Heat Score 31
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Yellowtail Financial Planning

CB Rank
3625001
Yellowtail Financial Planning is an independent firm of financial planners that provides financial affairs for individuals and families.
Founded
obfuscation
Private Exeter, Devon, United Kingdom1-10 yellowtail.co.uk
Advertising
Financial Services
Professional Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Dennis Hal
Phone Number 44 1392 715 190
Contact Email ask@yellowtail.co.uk
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Service
A service that creates tailored financial plans to help individuals and families achieve their long-term financial goals through managing income, expenses, investments, and assets.
Investment Management
Management of investment portfolios aligned with clients' financial plans, including asset allocation, portfolio rebalancing, and tax-efficient investment strategies.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 3

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

1,028

IT Spend

$110KThis year, Yellowtail Financial Planning is projected to spend $110K on IT, according to Aberdeen.

Actively Used Products

11Yellowtail Financial Planning uses 11 technology products and services including HTML5, Gravity Forms, and  Google Analytics, according to G2 Stack.

Active Website Tech Count

15Yellowtail Financial Planning is actively using 15 technologies for its website, according to BuiltWith. These include Common Crawl, HSTS, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Yellowtail Financial Planning's headquarters? Yellowtail Financial Planning is located in Exeter, Devon, United Kingdom.Who are Yellowtail Financial Planning's competitors? Alternatives and possible competitors to Yellowtail Financial Planning may include Pensionhelp, Haven Paraplanning, and  Arthur Browns.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(c936496 1)
|