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 is an approved CE credit sponsor for CFP®, CIMA®, CPWA®, CIMC®, and RMA® and courses required for earning your certificate qualify for continuing education credit.
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.
Company Details
- Employees
- 38
- Address
- 192 South St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- trustwillow.com
- Keywords
- Financial Advisor Certification, Client Acquisition, Growth and Digital Marketing, Financial Advisor Coaching, Financial Education for Advisors and Consumers, Financial Wellness.
- HQ
- Boston, Massachusetts
Willow Questions
Willow's website is trustwillow.com
Willow's LinkedIn profile is https://www.linkedin.com/company/trustwillow
Willow has
38 employees.
View email and phone details for 38
employees at Willow.
Willow's industry is
Financial Services
Willow's top competitors are
Carson Group,
Willow,
Willow,
Vanilla,
Females And Finance Community,
Headspace,
Smartasset,
Blackrock,
Willow Growth Partners,
Nesvold Capital Partners.
Willow's categories are Financial Services
