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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: Wealthtech platform matching women, NextGen, and underserved investors with vetted fiduciary advisors
Flagship programs: Advisor for Women™ and Advisor for NextGen™ certificate programs (CE credit eligible)
Investor signal: Minority investment from BlackRock (May 2, 2024)
Headquarters: Boston, United States
Company Overview
Problem Domain
Financial planning and investment advice access for women, NextGen investors, and underrepresented communities.
Founded
2019
Industry
Wealthtech / Financial services
Funding Track Record
Dealroom records a May 2024 growth-equity funding event involving BlackRock; amount not disclosed in provided evidence.
Investor Signal
“BlackRock minority investor”