Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors. Through Willow's advisor certificate programs and marketing platform, leading advisors gain the knowledge, resources, and credentials to build and grow trusted relationships. We currently offer two certificate programs: Advisor for Women™ Certificate Program and Advisor for NextGen™ Certificate Program. Willow financially empowers individuals throughout all of life's journeys by connecting them with the best-fit Financial Advisor. Whether you are an investor looking for an advisor who really understands you or an advisor looking to grow your business we can help. Please reach out to us at info@trustwillow.com. Note: Willow’s certificate program is not a designation. Advisors are required to adhere to certain standards when marketing their certificate in public facing materials.
| Website | http://trustwillow.com |
| Employees | 41 (13 on RocketReach) |
| Address | 192 South St Suite 50, Boston, Massachusetts 02111, US |
| Technologies |
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PHP
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| Industry | Financial Services |
| Keywords | Wealthtech Platform, Wealth Management Technology, Advisor Platform, Wealthtech Solutions, Financial Advisor Technology, Financial Technology Solutions, Financial Planning Technology, Client Retention, Advisor Crm, Practice Management Software, Advisor Growth Strategies, Advisor Marketing, Marketing Automation For Advisors, Advisor Training, Digital Marketing For Advisors, Financial Advisor Development, Advisor Succession Planning |
| Competitors | DocuSign, LegalZoom, Nolo, Trust & Will, Farewill, Everplans, HelloSign, Trustify Cyber, Willful Holdings, Joy of Cake +14 more (view full list) |
Looking for a particular Willow employee's phone or email?
Lacy Garcia is the Founder and CEO of Willow.
13 people are employed at Willow.
Willow is based in Boston, Massachusetts.