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Willow
Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors. Through Willow's advisor certificate programs and…
Willow
Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors. Through Willow's advisor certificate programs and…
TL;DR
Focus: Women- and NextGen-focused advisor matching and education platform
Key offering: Advisor matching, advisor certificate programs, and continuing education credits
Founder & CEO: Lacy Garcia
Founded: 2020
Investor signal: Minority investment from BlackRock (May 2, 2024)
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