News - Willow

In the News

Willow is the leading wealthtech platform helping firms and advisors attract, retain, and grow relationships with tomorrow’s investors.

InvesmentNews

Fidelity hopes to bridge the gap between aging advisors and young investors

January 24, 2023

wealthmanagement.com

Wealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive Practice

December 20, 2022

ChedHer

September 2, 2022

Yahoo!

Fintech Innovator Willow Launches Willow Insights for Advisors™

August 11, 2022

gobankingrates.com

6 Financial Topics That Can Make Others Feel Uncomfortable — and How To Approach Them

August 9, 2022

wealthmanagement.com

Advisor Resources for Clients Concerned About a Post-Roe World

August 11, 2022

Testimonials

"Willow is helping us to gain a larger portion of our client's outside assets."

"Willow helped my team retain a divorcing client amid an extremely challenging period."

"My Willow Coach is helping demonstrate my commitment and build trust with my women clients."

"Willow is helping me win new women and next-generation clients."

Built in Boston

Boston-Based Willow Helps Women Manage Their Financial Wellbeing

June 22, 2022

gobankingrates.com

Retirement Is a Financial State, Not a Date: Here’s Why, According to Experts

June 15, 2022

WealthManagement.com

2022 ‘Wealthies’ Finalists

Jun 01, 2022

Financial Planning

3 Ways it Pays to Network for Your Entrepreneurial Women Clients

April 26, 2022

The Augmented Advisor Podcast

How Delivering Services Beyond Financial Advice Can Help You Grow and Retain Your Client Base

April 21, 2022

Truelytics Podcast

Serving Women Investors Better is a Recipe for Growth for Financial Advisors

March 31, 2022

Business Insider

Women are Underrepresented in investing – here are 4 ways we can close the gap

Mar 9, 2022

WBZ NewsRadio

Laurie Kirby and Lacy Garcia

January 21, 2022

Alite Novarica

Wealth Management Advice Fintech Spotlight: Q4 2021

January 20, 2022

Beststartup.us

Best Massachusetts Service Industry Companies and Startups

October 28, 2021

Shrimp Tank Podcast

How Women Can Increase Their Net Worth

January 21, 2021

So Money Podcast

Women, Work and the Financial Impact of the Pandemic

August 18, 2020