YieldStreet
PrivateLast Round
Series D
Jul 22, 2025
Total Funding Raised
$800.5M
Company Overview
Willow Wealth is a financial technology company that operates an online platform providing retail and accredited investors access to alternative investment opportunities across various asset classes.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Lending & Credit, Real Estate Marketplaces
Business Model
B2C
Customer Profile
Marketplace Commission, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
YieldStreet Comparables
Compare YieldStreet with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Rise Companies Corp. | 85% | |
| CrowdStreet | 81% | |
| Realty Mogul | 78% | |
YieldStreet Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Jul 22, 2025 | ||||
| Series D | Jun 2, 2025 | ||||
| Debt | Aug 9, 2022 | ||||
| Series C | Jun 2, 2021 | ||||
| Series B | Feb 26, 2019 | ||||
Series A | Jan 11, 2018 |
Key People
Founding team and executive leadership
YieldStreet Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Edison Partners | Series D, Series C, Series B |
| Monroe Capital | Series C, Debt |
| Gaingels | Series C |
| Top Tier Capital Partners | Series C |
| Expansion Venture Capital | Series B, Series C, Series A, Seed |
| StepStone Group | Series B, Series C |
| The Family Office | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 2, 2025
$45M Series D round completed.
- Jan 1, 2025
Launched Yieldstreet 360 Managed Portfolios for private markets.
YieldStreet Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about YieldStreet's valuation, stock price, and market status.