Willow Wealth enables investors to build a private markets portfolio across real estate, private credit, private equity, and more.

Our platform provides access to differentiated individual investments and diversified funds, as well as an automated investing solution. Together, we can help make private markets a fundamental part of the modern-day portfolio.

Finance

Investment Management

WillowWealth

Yieldstreet's headquarters in New York, NY, United States

Mitchell Caplan

Lea Stendahl

Ted Yarbrough

Glenna DeRoy

Karan Vazirani

William Majeski

Anonymous

Azret Deljanin

Milind Mehere

Alexa von Tobel

Ron Suber

Michael Weisz

Joseph Melohn

Chris Sugden

Kunal Dasgupta

The Software Engineering team at Yieldstreet is responsible for developing and maintaining robust, scalable platforms that empower individual investors to access alternative investment opportunities. This team collaborates on various projects, from backend systems to frontend interfaces, ensuring seamless user experiences and operational efficiency. Their expertise in software development, cloud infrastructure, and DevOps practices drives innovation, enhances functionality, and supports the company's mission to democratize access to a diverse range of asset classes for its growing membership base.

Software Engineering

The Finance and Accounting team at Yieldstreet plays a crucial role in managing the company’s financial health and ensuring accurate reporting. This team is responsible for financial planning, budgeting, and strategic analysis, while also handling day-to-day accounting operations, tax compliance, and valuations for various investment funds. By providing insightful financial oversight, they support Yieldstreet's mission to offer unique investment opportunities to individual investors and maintain transparency and trust within the marketplace.

Finance and Accounting

The Marketing and Client Engagement team at Yieldstreet is responsible for promoting the company’s unique investment offerings and enhancing client relationships. They focus on client acquisition and retention strategies, facilitate engaging educational opportunities, and provide personalized support through the Private Client Group. This team uses targeted marketing campaigns and lifecycle management to ensure members are informed and empowered to achieve their financial goals, driving growth and engagement within the diverse investor community.

Marketing and Client Engagement

The Investor Relations team at Yieldstreet is responsible for fostering relationships with individual investors by providing updates on investment opportunities, performance metrics, and market insights. They facilitate communication through Q&A sessions, develop educational content on alternative investments, and ensure a seamless experience for investors navigating the platform. This team plays a critical role in enhancing investor engagement and satisfaction, ultimately supporting Yieldstreet's mission to democratize access to diverse asset classes.

Investor Relations

The Leadership Team at Yieldstreet is responsible for setting the strategic direction of the company, overseeing its operational and financial performance, and ensuring alignment with its core mission of democratizing access to investment opportunities. Comprising the Chief People Officer, Chief Marketing Officer, Founder and CEO, and President and Chief Investment Officer, among others, the team drives growth, fosters innovation, and stewards the company's culture and values across its global offices.

Leadership Team

The Product Development team at Yieldstreet focuses on designing and enhancing innovative investment solutions for individual investors. They collaborate to create a seamless user experience, develop strategic product offerings, and ensure effective market positioning. By combining insights from asset class professionals and user feedback, the team aims to empower investors with accessible and diverse opportunities in the alternative investment landscape.

WillowWealth

Org chart

Board & advisors

Teams

Software Engineering

Finance and Accounting

Marketing and Client Engagement

Investor Relations

Leadership Team

Product Development

Offices

WillowWealth

Org chart

Board & advisors

Teams

Software Engineering

Finance and Accounting

Marketing and Client Engagement

Investor Relations

Leadership Team

Product Development

Offices

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