About Willow
Willow is a company based in Boston (United States) founded in 2019 by Jason Aronson and Lacy Garcia. It operates as a Commission-Based, and Brokerage / Intermediation. Willow offers products and services including Advisor Matching Service, Advisor for Women™ Certificate Program, and Advisor for NextGen™ Certificate Program. Willow operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Boston, United States
- Founders Jason Aronson, Lacy Garcia
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Willow Partner Advisors, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Products & Services of Willow
Willow offers a comprehensive portfolio of products and services, including Advisor Matching Service, Advisor for Women™ Certificate Program, and Advisor for NextGen™ Certificate Program. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Clients are matched with vetted financial advisors personalized.
Advisors are trained to support women’s financial needs.
Advisors are certified for next-generation investor support.
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Funding Insights of Willow
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| May, 2024 | Amount | Seed - Willow | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Willow
Willow has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include BlackRock. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Willow
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Willow
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Willow Comparisons
Competitors of Willow
Willow operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Willow
Frequently Asked Questions about Willow
When was Willow founded?
Willow was founded in 2019 and raised its 1st funding round 5 years after it was founded.
Where is Willow located?
Willow is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Who is the current CEO of Willow?
Lacy Garcia is the current CEO of Willow. They have also founded this company.
What does Willow do?
Willow is focused on connecting individuals with financial advisors who are vetted and trained to align with clients values, life stages, and goals. Services are provided through a personalized matching platform that prioritizes understanding clients needs over sales-driven approaches. Specialized training programs, such as Advisor for Women and Advisor for NextGen, are offered to ensure advisors can cater to diverse demographics like women and younger investors. The platform operates within the financial advisory sector, emphasizing objective and tailored guidance without direct investment advice from Willow itself.
Who are the top competitors of Willow?
Willow's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does Willow offer?
Willow offers Advisor Matching Service, Advisor for Women™ Certificate Program, and Advisor for NextGen™ Certificate Program.
Who are Willow's investors?
Willow has 1 investor. Key investors include BlackRock.