Fundraising Fox

Yieldstreet

Funding platform

New York · Growth–Late Stage

Also known as WILLOW ASSET MANAGEMENT LLC

Fox Verdict
Sign up to see your fit

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.

Invests inFintechSector AgnosticNew YorkUnited States

Source: firm website, verified Aug 3, 2026.

Stage
Growth–Late Stage
Check
$25K
HQ
New York, US
Leads rounds
Follows
Instruments
Equity · Debt
Founded
2015
AUM
$1.6B
Tracked investments
8

What they invest in

from 1 of 8 portfolio companies

AI & Machine Learning ×1Enterprise Software ×1Fintech ×1SaaS ×1

HQs:United States×2

Investments · 8 tracked

founders shown can be your intro path
Atomicatomicvest.comin𝕏

Atomic 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

by CG:NASDAQcarlyle.com
CRDfinra.orgin𝕏
Gsgs.com

San Diego, US

Christopher Rall(Executive Officer, Director, Promoter)Neil Beranbaum(Executive Officer, Director, Promoter)Matthew Rall(Executive Officer, Director, Promoter)

Sipcsipc.orgin
Stepstonegroupstepstonegroup.com
Supportwillowwealth.com

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

Yieldstreet photo

Similar investors

Featured in lists