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 Sep 1, 2026.
What they invest in
from 11 of 13 portfolio companiesFintech ×7Consumer ×5AI & Machine Learning ×2Enterprise Software ×2GovTech ×2InsurTech ×2Logistics & Supply Chain ×2Crypto & Web3 ×1
HQs:United States×8Australia×1
Investments · 13 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(Co-founder and CEO)inEmma Marriott(Founder)inMarco Alban-Hidalgo(Founder)in
Co-investorsAnthemis VentureBrewer Lane VenturesCollide CapitalEvolution VC PartnersInnovation Global CapitalKube VC+8 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 regulatory organization that provides data access, compliance tools, and continuing education resources for investors, registered representatives, and member firms in the financial services industry.
FintechGovTech
Co-investorsAxevil CapitalBlackRockCOUNTRY FinancialFirst Trust PortfoliosGenstar CapitalHightower Advisors+4 more
Fetch operates a marketplace connecting people with nearby trucks available for rental through a mobile app, offering on-demand booking and smartphone-based access as an alternative to traditional rental services.
ConsumerLogistics & Supply ChainMarketplacesMobility & TransportationAtlanta, US
Adam Steinberg(Founder)inChris Glace(Founder)in
Co-investorsY CombinatorArcher Venture CapitalDST GlobalG SquaredGaingelsGreycroft+8 more
Fetch (Fetch Pet Health) is an Australian pet insurance provider that builds its own platform and app to handle setting up cover, managing claims, and pet-related support under its own AFSL, with insurance underwritten by Pacific International.
ConsumerDigital HealthFintechInsurTech
Phil Wilson-Brown(Founder)in
Co-investorsLightspeed Venture PartnersAirTree VenturesArcher Venture CapitalDST GlobalGaingelsGreycroft+3 more
Fetch provides pet insurance for cats and dogs in the U.S. and Canada, covering vet bills including exam fees, dental, and treatments like acupuncture and hydrotherapy.
ConsumerHealthtechInsurTechWellness & FitnessNew York City, US
Paul Guyardoin
Co-investorsWarburg PincusArcher Venture CapitalDST GlobalGaingelsGreycroftHamilton Lane+3 more
Fetch offers doorstep services for apartment renters through a single app, including package delivery from its facilities, same-day grocery and essentials delivery, self-storage with bin pickup, and nightly trash collection.
ConsumerLogistics & Supply ChainPropTechAustin, US
Michael Patton(Founder)in
Co-investorsBYU Cougar CapitalCadron Capital PartnersFrame VCSilverton PartnersTech WildcattersAlpaca VC+9 more
Fetch.ai offers a personal AI assistant that fulfills user requests in natural language — such as booking flights, making reservations, and planning trips — by coordinating multiple specialized AI agents from trusted brands.
AI & Machine LearningConsumerCrypto & Web3
Humayun Sheikh(Founder)in
Co-investorsBlack DragonBlockwallRR2 CapitalSpark Digital CapitalArcher Venture CapitalDST Global+5 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
SIPC is a non-profit corporation that protects customers of brokerage firms that are SIPC members if the firm fails, providing coverage up to $500,000 per account.
Fintech
Co-investorsAmerican Century Private InvestmentsFirst Trust PortfoliosHightower AdvisorsMoonfareNew York LifeRepublic Ventures
Portfolio news
latest coverage across their companiesFetch · trysignalbase.com · Mar 25, 2026
Atomic · atomicvest.com · Aug 27, 2025
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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