WILLOW
Company Overview
Social Media Profiles
About Willow
Description
Willow is a financial advisory firm dedicated to fostering lasting relationships between clients and advisors. Focused on empowering New Majority investors, including women, NextGen, and underrepresented groups, Willow promotes personalized financial guidance and growth while providing certification for advisors committed to inclusive practices.
Specialties
Personalized Financial Guidance
New Majority Investor Focus
Advisor Certification Program
Investment Goal Alignment
Empowerment Through Financial Planning
Products & Services
Financial Advisory Services
Personalized Financial Planning
Advisor Certification Programs
Investment Strategies
Financial Education Resource
Contact Information
No contact information available
Competitors & Similar Companies(9)
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News & Media
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Frequently Asked Questions about Willow
Where is Willow located?
The headquarter of Willow is located in Boston, Massachusetts, United States
What is the official website of Willow?
The official website of Willow is https://www.trustwillow.com
What industry does Willow belong to?
Willow belongs to the Internet and Technology, Financial Services, Education Technology industry.
What are the specialties of Willow?
Willow specializes in Personalized Financial Guidance, New Majority Investor Focus, Advisor Certification Program, Investment Goal Alignment, Empowerment Through Financial Planning.
What products and services is Willow likely to offer?
Willow offers Financial Advisory Services, Personalized Financial Planning, Advisor Certification Programs, Investment Strategies, Financial Education Resource.
Who are the competitors of Willow?
Competitors of Willow are Ellevest, Cleo Capital, Wealthsimple, LearnVest, Stash, Betterment, Acorns, Aspiration, Radius Bank.
What does Willow do?
Willow is a financial advisory firm dedicated to fostering lasting relationships between clients and advisors. Focused on empowering New Majority investors, including women, NextGen, and underrepresented groups, Willow promotes personalized financial guidance and growth while providing certification for advisors committed to inclusive practices.