New York, NY · Founded 2015 · Privately Held (backing)
Developer of a digital wealth management platform designed to provide access to institutional investment products. Willow Wealth is based in New York, NY and was founded in 2015. Its last reported valuation was $773 million in Jul 2025. It has raised $772 million.
Last reported valuation
$773.2M
Oct 2026
Priced at
—
Total raised
$771.7M
Last round
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Cap table — not yet on record
Willow Wealth's share-class structure hasn't surfaced in our sources yet. Cap tables are assembled from certificates of incorporation, round filings, and disclosures as they land.
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·The complete investor list: 35 names
·Watch Willow Wealth: the Monday email on marks, rounds and moves
