Willow Wealth Inc.
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Willow Wealth Inc. - overview
Established
2015
Location
New York, NY, US
Primary Industry
Financial Services
About
Based in New York, US, and founded in 2015 by Milind Mehere (CEO) and Michael Weisz (President), Yieldstreet Inc. is an e-financial company that offers investors access to various reserved investments for private institutions. In June 2026, Willow Wealth, Inc. raised USD 77 million in venture funding from Carlyle Group, Goldman Sachs Asset Management, and StepStone.
The company provides a variety of class funds with a single investment.
Current Investors
Saturn Partners, Expansion Venture Capital, Greycroft
Primary Industry
Financial Services
Sub Industries
Investment Banking, e-Financial, Accounting/Finance Software
Website
www.willowwealth.com
Verticals
FinTech, Mobile Apps
Company Stage
Series D
Total Amount Raised
Subscriber access only
Willow Wealth Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trade Sale | Completed | Athena Art Finance Corp. | - |
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Willow Wealth Inc. - employee data
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