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
—
What is Willow Wealth worth?
$773.2Mlast reported valuation · Oct 2026

Willow Wealth's last reported valuation, Jul 2025. Nothing priced has surfaced since.

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Valuation timeline

0 priced rounds · 32 daily marks since · Sep 2026 – Oct 2026
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Markrounds hold their value until the next priced eventMark, today
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Willow Wealth funding history

No rounds on record

No funding rounds for Willow Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.

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Willow Wealth valuation

Willow Wealth's last reported valuation was $773 million in Jul 2025. No priced round, secondary trade or fund mark has surfaced since.

How Willow Wealth's valuation is determined

Private company valuations aren’t quoted on an exchange — they’re established in moments: a priced funding round sets a post-money valuation, secondary trades print at a price per share, and SEC-registered funds holding the stock report fair-value marks in their N-PORT filings.

For Willow Wealth, the most current credible signal sets the number and the older ones confirm it: a live secondary-market price first, then three or more recent prints, then institutional fund marks, and otherwise the last priced round, which never decays. The valuation is the last round’s post-money moved by the price change since that round, so no share count is assumed. Today it is set by last reported valuation. Question about this number? Full methodology →

Frequently asked about Willow Wealth

What is Willow Wealth worth?
Willow Wealth is valued at $773.2M as of Oct 2026. Willow Wealth's last reported valuation, Jul 2025. Nothing priced has surfaced since.
How much has Willow Wealth raised?
Willow Wealth has raised $771.7M in total funding across its recorded rounds.