Willow Network
Finance · 1-10 Employees
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Overview
Website
www.trustwillow.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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Apr
May
ZI Rank
2
2
2
1
1
1
About Willow Network
Willow is a financial advisory platform that connects clients, particularly women, next-generation individuals, and underrepresented groups, with personalized financial advisors who understand their unique needs and goals. The service emphasizes a compassionate and relatable approach to financial advice, moving away from traditional Wall Street perspectives. Willow offers matching services based on a vetting process to ensure advisors align with clients' interests and life experiences. By providing resources and tailored support, Willow aims to empower its clients in their financial journeys.Explore more
Willow Network Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5M
11-50
Private
-
2000
SS
Steve SmallChief Compliance Officer & Registered Investment Advisor & Representative
Company Profile Activity
Activity Insights
Willow Network is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Willow Network is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Willow Network.
Willow Network Tech Stack
A closer look at the technologies used by Willow Network
Most Recent Scoops
Event
Person-Based
Events, Podcast
Event
Person-Based
Events, Podcast
Event
Person-Based
Lacy Garcia, Founder & Chief Executive Officer, appeared on a podcast called "The InvestHER Podcast" on 01/02/2026. Topics discussed include Women's Financial Transitions, Financial Empowerment, Life Planning.
Events, Podcast
Event
Person-Based
Willow Network News & Media
BlackRock Invests in Willow to Support Growth of NextGen Investors
NEW YORK & BOSTON--(BUSINESS WIRE)-- #financialadvisors--BlackRock, Inc. (NYSE: BLK) has made a minority investment in Willow Network, Inc. (“Willow”), a startup providing services to help financial advisors better serve a growing population of new investors. Willow (trustwillow.com) is using the funds to launch two new certificate programs to help advisors better respond to the unique financial and planning challenges faced by this next generation of clients. A generational wealth-transfer oppo
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Frequently Asked Questions Regarding Willow Network
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Willow is a financial advisory platform that connects clients, particularly women, next-generation individuals, and underrepresented groups, with personalized financial advisors who understand their unique needs and goals. The service emphasizes a compassionate and relatable approach to financial advice, moving away from traditional Wall Street per... Read More
