Willow Wealth Overview
- Year Founded
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2015
- Status
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Private
- Employees
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130
- Latest Deal Type
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Capital Spending
- Latest Deal Amount
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$40M
- Investors
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26
Willow Wealth General Information
Description
Developer of a digital wealth management platform designed to provide access to institutional investment products. The company's platform connects accredited investors to asset-based investment opportunities across multiple asset classes, enabling investors to easily invest in alternative investments and providing borrowers with affordable capital.
Contact Information
Website
www.willowwealth.comCorporate Office
- 245 Fifth Avenue
- 21st Floor
- New York, NY 10016
- United States
Corporate Office
- 245 Fifth Avenue
- 21st Floor
- New York, NY 10016
- United States
Willow Wealth Timeline
Willow Wealth Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 10. Capital Spending | 23-Jun-2026 | $40M | Completed | Generating Revenue | ||
| 9. Later Stage VC (Series D1) | 17-Jul-2025 | Completed | Generating Revenue | |||
| 8. Later Stage VC | 06-Feb-2024 | Completed | Generating Revenue | |||
| 7. Secondary Transaction - Private | 07-Aug-2023 | Completed | Generating Revenue | |||
| 6. General Corporate Purpose | 10-Aug-2022 | Completed | Generating Revenue | |||
| 5. Later Stage VC (Series C3) | 17-Nov-2021 | Completed | Generating Revenue | |||
| 4. Later Stage VC | 11-Sep-2020 | Completed | Generating Revenue | |||
| 3. Early Stage VC (Series B) | 26-Feb-2019 | Completed | Generating Revenue | |||
| 2. Early Stage VC (Series A) | 10-Jan-2018 | $113M | $116M | Completed | Generating Revenue | |
| 1. Seed Round | 09-Dec-2015 | $3.7M | $3.7M | Completed | Startup |
Willow Wealth Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series C-3 | ||||||||
| Series C-2 | ||||||||
| Series C-1 | ||||||||
| Series B | ||||||||
| Series A | 60,947,179 | $0.000100 | $0.22 | $0.22 | 1x | $0.22 | 21.88% | |
| Seed | 13,977,479 | $0.000100 | $0.27 | $0.27 | 1x | $0.27 | 5.02% |
VC Exit Predictor
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Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
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Willow Wealth Comparisons
Industry
Financing
Details
Willow Wealth Competitors (36)
One of Willow Wealth’s 36 competitors is DarcMatter, a Formerly VC-backed company based in New York, NY.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| DarcMatter | Formerly VC-backed | New York, NY | ||||
| Groundfloor | Venture Capital-Backed | Atlanta, GA | ||||
| Upright | Formerly VC-backed | Cleveland, OH | ||||
| CrowdProperty | Venture Capital-Backed | Birmingham, United Kingdom | ||||
| Wefunder | Venture Capital-Backed | San Francisco, CA |
Willow Wealth Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Willow Wealth Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Willow Wealth Investors (26)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| 166 2nd Financial Services | Family Office | Minority | ||
| Beedie Capital | Venture Capital | Minority | ||
| Capital V Strategies | Venture Capital | Minority | ||
| RedBird Capital Partners Management | PE/Buyout | Minority | ||
| Cordoba Advisory Partners | Asset Manager | Minority |
Willow Wealth Investments & Acquisitions (7)
Willow Wealth’s most recent deal was a Corporate with Blue Crest Aviation Partners. The deal was made on 02-Feb-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Blue Crest Aviation Partners | 02-Feb-2026 | Corporate | Holding Companies | ||
| Octane (Portfolio of $200 million of Fixed-Rate Installment Powersports Loans) | 06-May-2025 | Corporate Asset Purchase | Buildings and Property | ||
| Cadre | 22-Jan-2024 | Merger/Acquisition | Asset Management | ||
| Wonder Group (Restaurants, Hotels and Leisure) | 14-Jun-2022 | Early Stage VC | Other Restaurants, Hotels and Leisure | ||
| wealthFlex | 01-Nov-2019 | Merger/Acquisition | Other Financial Services |
Willow Wealth Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Athena Art Finance | New York, NY | 2015 | |
| Cadre | New York, NY | 2014 |
Willow Wealth FAQs
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When was Willow Wealth founded?
Willow Wealth was founded in 2015.
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Where is Willow Wealth headquartered?
Willow Wealth is headquartered in New York, NY.
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What is the size of Willow Wealth?
Willow Wealth has 130 total employees.
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What industry is Willow Wealth in?
Willow Wealth’s primary industry is Other Financial Services.
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Is Willow Wealth a private or public company?
Willow Wealth is a Private company.
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What is Willow Wealth’s current revenue?
The current revenue for Willow Wealth is .
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How much funding has Willow Wealth raised over time?
Willow Wealth has raised $912M.
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Who are Willow Wealth’s investors?
166 2nd Financial Services, Beedie Capital, Capital V Strategies, RedBird Capital Partners Management, and Cordoba Advisory Partners are 5 of 26 investors who have invested in Willow Wealth.
-
Who are Willow Wealth’s competitors?
DarcMatter, Groundfloor, Upright, CrowdProperty, and Wefunder are some of the 36 competitors of Willow Wealth.
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