Willow

Financial Services • Boston, Massachusetts, United States • 21-50 Employees

Company overview

Headquarters	192 South St, Suite 50, Boston, Massachusetts 02111, US
Website	trustwillow.com
NAICS	52
Keywords	Client Acquisition, Financial Wellness, Financial Advisor Coaching, Growth And Digital Marketing, Financial Advisor Certification, Financial Education For Advisors And Consumers
Employees	21-50
Socials

Key Contacts at Willow

Walt Doyle

Co-Founder

Nitya Kowtha

Managing Director Of Strategic Partnerships

Amber Cate

Sales Director

Angela Smith Colley

Director Of Marketing

Alana Santarelli

Director Of Customer Success

Gail Freda

Owner

Willow Email Formats

Willow uses 1 email format. The most common is {first name} (e.g., john@trustwillow.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@trustwillow.com	100%

About Willow

Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors. Through Willow's advisor certificate programs and marketing platform, leading advisors gain the knowledge, resources, and credentials to build and grow trusted relationships. We currently offer two certificate programs: Advisor for Women™ Certificate Program and Advisor for NextGen™ Certificate Program. Willow is an approved CE credit sponsor for CFP®, CIMA®, CPWA®, CIMC®, and RMA® and courses required for earning your certificate qualify for continuing education credit. Willow financially empowers individuals throughout all of life's journeys by connecting them with the best-fit Financial Advisor. Whether you are an investor looking for an advisor who really understands you or an advisor looking to grow your business we can help. Please reach out to us at info@trustwillow.com Note: Willow’s certificate program is not a designation. Advisors are required to adhere to certain standards when marketing their certificate in public facing materials.

Willow revenue & valuation

Annual revenue	$3,336,645
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,700,000
Total funding	No funding