New 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 25, 2026.
What they invest in
from 6 of 8 portfolio companiesFintech ×6Enterprise Software ×2GovTech ×2AI & Machine Learning ×1SaaS ×1
HQs:United States×5
Investments · 8 tracked
founders shown can be your intro pathThe U.S.
FintechGovTech
Co-investorsAxevil CapitalConningGenstar CapitalJSD Capital, LLCPlatform VenturesRepublic Ventures+1 more
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)inMarco Alban-Hidalgo(Founder)inEmma Marriott(Founder)
Co-investorsAnthemis VentureBrewer Lane VenturesCollide CapitalEvolution VC PartnersInnovation Global CapitalKube VC+7 more
Co-investorsBlue Delta CapitalFernbrook Capital ManagementWalking Ventures
StepStone offers private credit investment vehicles, including the StepStone Private Credit Fund LLC ("SCRED") and an associated feeder fund, available to accredited investors on a private placement basis.
Fintech
Co-investorsPJC
FINRA is a not-for-profit self-regulatory organization that oversees U.S. broker-dealer firms and associated persons, working to protect investors and maintain market integrity.
FintechGovTech
Co-investorsAxevil CapitalBlackRockCOUNTRY FinancialFirst Trust PortfoliosGenstar CapitalHightower Advisors+4 more
Goldman Sachs is a global investment bank and financial services firm providing services such as M&A advisory, capital markets underwriting, and market insights to corporate and institutional clients.
Enterprise SoftwareFintechSan Diego, US
David SolomoninChristopher Rall(Executive Officer, Director, Promoter)Neil Beranbaum(Executive Officer, Director, Promoter)Matthew Rall(Executive Officer, Director, Promoter)
Co-investorsRogue Insight Capital
The Securities Investor Protection Corporation (SIPC) is a non-profit corporation created by Congress that works to restore investors' cash and securities when their securities broker fails, protecting brokerage accounts up to $500,000.
Fintech
Co-investorsAmerican Century Private InvestmentsFirst Trust PortfoliosHightower AdvisorsMoonfareNew York LifeRepublic Ventures
Portfolio news
latest coverage across their companies
Atomic · retail.economictimes.indiatimes.com · Jul 8, 2026
Frequently asked questions
- How many investments has Yieldstreet made?
- Yieldstreet has 8 tracked investments.
- 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.
- Who does Yieldstreet co-invest with?
- Yieldstreet most often shares deals with Republic Ventures, Axevil Capital, First Trust Portfolios, among 32 tracked co-investors.
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