Willow Wealth
Highly Engaged Employees

Q: What is Willow Wealth's official website?

Willow Wealth's official website is www.willowwealth.com

Q: What is Willow Wealth's Revenue?

Willow Wealth's revenue is <$5 Million

Q: How many employees does Willow Wealth have?

Willow Wealth has 11-50 employees

Q: What industry does Willow Wealth belong to?

Willow Wealth is in the industry of: Finance , Securities Trading

Q: What companies has Willow Wealth acquired?

Willow Wealth has acquired the companies: artinvesting.com, Yieldstreet, WealthFlex

Q: What technology does Willow Wealth use?

Some of the popular technologies that Willow Wealth uses are: Python, Microsoft 365, Google Workspace, Salesforce

Q: Who is the CFO of Willow Wealth?

Willow Wealth's CFO is Karan Vazirani

Q: How do I contact Willow Wealth?

Willow Wealth contact info: Phone number: (844) 943-5378 Website: www.willowwealth.com

Q: What does Willow Wealth do?

Willow Wealth Inc. (formerly Yieldstreet) is an American financial technology company headquartered in New York City that operates an online platform for alternative investments. Founded in 2015, the company enables both accredited and retail investors to access private market asset classes including real estate, private credit, private equity, art... finance, and legal finance investment categories traditionally reserved for institutional investors and high-net-worth individuals. The platform offers individual investment opportunities, diversified funds, and an automated managed portfolio solution, with minimum investments starting at $10,000 for select products. Willow Wealth operates regulated subsidiaries including an SEC-registered investment adviser and a FINRA/SIPC-member broker-dealer, and reports a membership base of over 500,000 investors. The company rebranded from Yieldstreet to Willow Wealth in late 2025 to reflect its expanded product offerings and decade of experience in private markets. Read More

Q: Is Willow Wealth a public company?

Willow Wealth is private company therefore does not currently have an official ticker symbol

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

245 5th Ave Fl 21, New York, New York, 1...

Phone Number

(844) 943-5378

Website

www.willowwealth.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Willow Wealth

Willow Wealth Inc. (formerly Yieldstreet) is an American financial technology company headquartered in New York City that operates an online platform for alternative investments. Founded in 2015, the company enables both accredited and retail investors to access private market asset classes including real estate, private credit, private equity, art finance, and legal finance investment categories traditionally reserved for institutional investors and high-net-worth individuals. The platform offers individual investment opportunities, diversified funds, and an automated managed portfolio solution, with minimum investments starting at $10,000 for select products. Willow Wealth operates regulated subsidiaries including an SEC-registered investment adviser and a FINRA/SIPC-member broker-dealer, and reports a membership base of over 500,000 investors. The company rebranded from Yieldstreet to Willow Wealth in late 2025 to reflect its expanded product offerings and decade of experience in prRead more

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SIC Code 62,628NAICS Code 52,523Show more

Willow Wealth Org Chart

Peter Kerr

Managing Director

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Karan Vazirani

Chief Financial Officer

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Susan Weisbrod

Chief Marketing Officer

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Nick Jenkins

Chief of Staff

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Magdalena Palacha

Fund Management Vice President, Corporate Con...

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Willow Wealth Tech Stack

A closer look at the technologies used by Willow Wealth

Python

Python Software Foundation

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Frequently Asked Questions Regarding Willow Wealth

What is Willow Wealth's official website?

Willow Wealth's official website is www.willowwealth.com

What is Willow Wealth's Revenue?

Willow Wealth's revenue is <$5 Million

What is Willow Wealth's SIC code?

Willow Wealth's SIC: 62,628

What is Willow Wealth's NAICS code?

Willow Wealth's NAICS: 52,523

How many employees does Willow Wealth have?

Willow Wealth has 11-50 employees

What industry does Willow Wealth belong to?

Willow Wealth is in the industry of: Finance, Securities Trading

What companies has Willow Wealth acquired?

Willow Wealth has acquired the companies: artinvesting.com, Yieldstreet, WealthFlex

What technology does Willow Wealth use?

Some of the popular technologies that Willow Wealth uses are: Python, Microsoft 365, Google Workspace, Salesforce

Who is the CFO of Willow Wealth?

Willow Wealth's CFO is Karan Vazirani

How do I contact Willow Wealth?

Willow Wealth contact info: Phone number: (844) 943-5378 Website: www.willowwealth.com

What does Willow Wealth do?

Is Willow Wealth a public company?

Willow Wealth is private company therefore does not currently have an official ticker symbol

See more information about Willow Wealth

Willow Wealth Latest Hires and Their Positions

Willow Wealth is expanding and recently hired new employees. Here are the latest additions to the team.

Lauren Lee

Investor Support Associate

Joined Aug 1, 2026

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Samantha Rosenstock

Managing Director, Fund Selection

Joined Jun 1, 2026

Phone

Lorenzo Gisonda

Portfolio Management Senior Associate

Joined Apr 1, 2026

Phone

Zachary Wierzbicki

Client Consultant - Private Client Group

Joined Feb 1, 2026

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