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Willow Wealth

Private Investment Firm New York, United States ·Founded 2015

Overview

Willow Wealth is an online investment platform that provides accredited and non-accredited investors with access to a diverse range of alternative investments, including real estate, private credit, private equity, art, and legal finance. The platform aims to democratize investment opportunities traditionally reserved for institutional investors, enabling individuals to diversify their portfolios and generate passive income streams. Founded in 2015, Willow Wealth has expanded its offerings to include both individual investment opportunities and pooled fund structures. The company introduced the Alternative Income Fund in March 2020, a multi-asset closed-end fund designed to distribute quarterly income. In August 2025, Willow Wealth launched Willow 360, an automated managed portfolio solution developed in partnership with Wilshire Associates, offering diversified exposure to private markets with quarterly liquidity. With over 500,000 members and more than $6 billion in cumulative investments as of 2025, Willow Wealth continues to evolve its platform to meet the needs of a growing investor base, reflecting its commitment to providing accessible and diversified investment opportunities in the private markets.

Investment Focus

Accredited Investor Status

Portfolio Companies

CadreAthena Art Finance

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Frequently asked questions about Willow Wealth

What sectors does Willow Wealth invest in?

Willow Wealth invests in Financial Services, Technology, Real Estate, Art and Legal Finance, and is based in New York, United States. Willow Wealth is listed as a private investment firm in the ConnectSafely investor database.