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Willow

Boston, United States (US) · Finance and Banking

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Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Apr 2026

Willow is a Finance and Banking company based in Boston, United States (US), with 2-10 employees. Willow's profile is verified on Enterprise League.

Overview

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.

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Contact Details

contact@trustwillow.com

Boston, United States (US), 192 South St

Employees

2-10

Keywords

#financial advisor certification

#client acquisition

#growth and digital marketing

#financial advisor coaching

#financial education for advisors and consumers

#financial wellness

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