Yieldstreet
Funding platformNew York · Growth–Late Stage
Also known as WILLOW ASSET MANAGEMENT LLC
Investment thesis
Willow Wealth aims to expand individual investors' access to private markets asset classes historically dominated by institutions, including real estate, private credit, and private equity. The platform curates vetted opportunities and offers three approaches: selecting individual investments, accessing diversified evergreen funds, or delegating to Willow 360 Managed Portfolios that build and manage a portfolio. It positions private markets as core holdings that can diversify away from stocks and bonds, seek competitive long-term returns and income, and mitigate public-market volatility. It provides model portfolio strategies developed with Wilshire, educational resources, and access to private markets professionals.
Source: firm website, verified Aug 3, 2026.
What they invest in
from 1 of 8 portfolio companiesAI & Machine Learning ×1Enterprise Software ×1Fintech ×1SaaS ×1
HQs:United States×2
Investments · 8 tracked
founders shown can be your intro pathAtomic Vest provides a white-label investment and savings platform for fintechs and financial institutions to offer wealth management, cash management, and brokerage services to their customers.
AI & Machine LearningEnterprise SoftwareFintechSaaSSan Francisco, US
David Dindi(Founder)in
San Diego, US
Christopher Rall(Executive Officer, Director, Promoter)Neil Beranbaum(Executive Officer, Director, Promoter)Matthew Rall(Executive Officer, Director, Promoter)
Frequently asked questions
- What stage does Yieldstreet invest at?
- Yieldstreet invests at the Growth, Late Stage stages.
- What is Yieldstreet's typical check size?
- Yieldstreet typically writes checks of $25K.
- What sectors does Yieldstreet focus on?
- Yieldstreet focuses on Fintech, Sector Agnostic.
- Where is Yieldstreet located?
- Yieldstreet is headquartered in New York, US.
- Does Yieldstreet lead rounds?
- Yieldstreet typically participates in rounds rather than leading them.
Images
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