Willow Wealth

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
—
No prints on record

No secondary trades in Willow Wealth shares have been recorded yet. When market activity lands it appears here as monthly aggregates and, for platform-recorded trades, dated prints.

Pro members can request priority coverage with a 48-hour turnaround.
Free account
More of Willow Wealth with a free account
  • ·The complete investor list: 35 names
  • ·Watch Willow Wealth: the Monday email on marks, rounds and moves
Create free account
No card required

Membership and data by Private Market View

Where Willow Wealth prices come from

Secondary marks are indicative month-end price levels observed across secondary-market trading venues — a level, not a trade — and are the market input to the PrivateMarketView mark. Private share prices aren’t published anywhere. Aggregate figures combine multiple reporting channels — direct participant reports, platform transactions, third-party market intelligence — at monthly granularity. Individually dated prints are a Pro feature and are shown only for transactions recorded on our own platform. Third-party-reported trades are never republished individually, at any tier. Verified prints (✓) have been confirmed against a second source. Prints marked SPV or Forward reflect the structure’s pricing, which can differ from direct share transfers of Willow Wealth stock.