Key facts
- Willow Wealth’s last known valuation is $773.2M (Jul 2025).
- It has raised $771.7M; the latest was Later Stage VC ($77.0M) in Jul 2025.
- Notable investors include FJ Labs, General Catalyst, Khosla Ventures, Gaingels, Calm Ventures — 35 tracked in total.
- Status: Privately Held (backing).
Leadership
- Azret DeljaninChief Technology Officer
- Ted YarbroughPresident & Chief Investment Officer
- ·The complete investor list — 35 names
- ·Watchlist + deal alerts for Willow Wealth
- ·The full record, as it builds
Funding rounds
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.
About Willow Wealth
Developer of a digital wealth management platform designed to provide access to institutional investment products. The company's platform connects accredited investors to asset-based investment opportunities across multiple asset classes, enabling investors to easily invest in alternative investments and provide borrowers with affordable capital.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2015
- Employees
- 172
- Website
- willowwealth.com/
- Ownership
- Privately Held (backing)
Willow Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Willow Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Willow Wealth in its N-PORT filings yet. We sweep new filings monthly.