Fundz

BlackRock invests in Willow to launch new certificate programs for financial advisors

PRIVATEMay 02, 2024

Round Type

Funding Round

New YorkFinancial Services

Investors

Black Rock

Description

BlackRock, Inc. has made a minority investment in Willow Network, Inc. to support the launch of two new certificate programs for financial advisors. The funds will help advisors better respond to the unique financial and planning challenges faced by the next generation of clients, including women and younger investors.

Quick answer

Willow Network raised an undisclosed amount in a Funding Round round, dated May 2, 2024. Investors: Black Rock. Willow Network is based in New York, United States.

How much did Willow Network raise?
Willow Network raised an undisclosed amount in a Funding Round round on May 2, 2024.
Who invested in Willow Network?
Black Rock is named as investors in this round.
What does Willow Network do?
Willow is an award-winning wealthtech platform that powers financial advisors acquisition, growth, and retention of tomorrow's investors.
Where is Willow Network based and how big is it?
Willow Network is based in New York, United States.

Source: Fundz verified event record.

Who else raised in Financial Services around the same time

Companies in the same sectors as Willow Network that raised within 45 days of this round, from Fundz verified event records.

  • Slice raised $20M (Debt Financing) on June 15, 2024.
  • Spiko raised $4.3M (Pre-Seed) on June 14, 2024.
  • CleverCards raised $8.6M on June 14, 2024.
  • BayaniPay raised $3M (Seed) on June 13, 2024.
  • AccountsIQ raised $65M (Series C) on June 13, 2024.
  • Aidentified raised $13M (Series B) on June 12, 2024.

Who to call at Willow Network, and when

A new round usually means Willow Network is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Willow Network raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Willow Network, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Willow Network. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Willow Network

Location

New York, United States

About

Willow is an award-winning wealthtech platform that powers financial advisors acquisition, growth, and retention of tomorrow's investors. Through Willow’s education, coaching, and marketing platform, advisors gain the knowledge, skills and tools needed to acquire and better serve modern clients and align their financial plan with their personal values.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Willow Network raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Willow Network's next move

See what Strategic adds

Willow Network raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.