YieldStreet
YieldStreet, now operating as Willow Wealth, is a New York-based private-markets platform founded in 2015 that provides individual accredited investors access to curated alternative investments including private credit, real estate, and private equity via managed portfolios, direct investments, and IRAs.
- Company typePrivate
- Founded2015
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What YieldStreet does
YieldStreet, now operating under the brand Willow Wealth, is a New York-based private-markets investment platform founded in 2015 that provides individual accredited investors access to alternative assets including private credit, real estate, and private equity. The company serves a horizontal retail-accredited persona through three primary product surfaces: Willow 360 Managed Portfolios (discretionary private-markets portfolios developed in partnership with Wilshire), Direct Investments (self-serve selection of curated individual deals), and retirement accounts (IRAs) — supplemented by sub-products in short-term notes, real estate, and private equity. The platform operates through SEC-registered investment adviser Willow Asset Management LLC and FINRA/SIPC-member broker-dealer Willow Wealth Markets LLC, with brokerage execution and custody handled through Atomic Brokerage LLC and Pershing LLC. Distribution is primarily product-led via a self-serve web platform and iOS/Android mobile applications.
The company's revenue model is fee-based and multi-stream: management fees on Willow 360 Managed Portfolios AUM, brokerage commissions and transaction fees via the Atomic Brokerage channel, fund expenses, and regulatory fees — all charged to a long tail of accredited individual investors. Strategic supply-side depth comes from curated institutional sponsor partnerships with Goldman Sachs, Carlyle, StepStone, ONEX, and Franklin Templeton, whose investment vehicles are distributed through the platform. In 2024 the company executed a corporate rebrand from YieldStreet to Willow Wealth and completed the acquisition of Cadre, consolidating its position in private real estate and broadening its product surface. The firm employs 51-100 people, serves thousands of investors, and distributes primarily domestically within the United States.
YieldStreet firmographics
Firmographics- Name
- YieldStreet
- Legal name
- Willow Wealth Inc.
- Website
- https://yieldstreet.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- YieldStreet, now operating as Willow Wealth, is a New York-based private-markets platform founded in 2015 that provides individual accredited investors access to curated alternative investments including private credit, real estate, and private equity via managed portfolios, direct investments, and IRAs.
- Ownership category
- akta.pro rank
YieldStreet industry classification
Industry- Product category
- Alternative Investments Platform
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Financial Vehicles (52599)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199)
- akta.pro primary industry
- Evergreen / Open-Ended Multi-Manager Platforms (FSANAGAM)
Keywords
Where YieldStreet is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
YieldStreet business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure, Others
Revenue model
- Platform management fees: Willow Wealth generates revenue through management fees charged on assets under management within the Willow 360 Managed Portfolios. The platform also earns fees through the brokerage relationship with Atomic Brokerage LLC, including regulatory fees, transaction fees, fund expenses, and brokerage commissions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Managed portfolios with professional management |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
YieldStreet product offering
Product offeringCore offering
YieldStreet (now operating as Willow Wealth) is a private markets investment platform that provides individual accredited investors with access to alternative investments including private credit, real estate, private equity, and short-term notes. The platform offers managed portfolios (Willow 360 built in partnership with Wilshire), self-directed direct investments, and retirement (IRA) accounts through a unified online interface with mobile apps.
Product overview
Willow Wealth (formerly YieldStreet) is a private markets investment platform offering a unified product suite across multiple modules. The core offering includes Willow 360 Managed Portfolios (a managed portfolio service built in partnership with Wilshire for automated portfolio construction), Direct Investments (self-directed access to curated opportunities), and Retirement Accounts (IRA). Additional investment categories include Short Term Notes, Real Estate Investing, and Private Equity. The platform provides access across asset classes including private credit, real estate, and private equity, unified through a single account interface with educational resources and professional support.
Differentiator
Problem solved
Functional benefit
Brands
- Willow 360 Managed Portfolios: Professionally managed private markets portfolio strategies developed in partnership with Wilshire
- Willow Asset Management
Products and services
- Willow 360 Managed Portfolios
Companies that use YieldStreet
Customer profileSegments1 record
Ideal customer profiles1 record
YieldStreet technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
YieldStreet partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- WilshirecoreWillow Wealth has partnered with Wilshire to develop portfolio frameworks that align private markets allocation with investor goals and risk profiles. This is a strategic co-development partnership for the Willow 360 Managed Portfolio strategies.
- Atomic Brokerage LLCcoreWillow Wealth has an engagement with Atomic Brokerage LLC, a registered broker-dealer and member of FINRA and SIPC, to provide brokerage accounts for customers. Atomic Brokerage provides brokerage services and uses Pershing LLC for custodial and clearing services. This is a critical channel partnership for executing all trades.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
YieldStreet competitors and assessment
Company assessmentEmerging players
- Wefunder: Wefunder is a private markets and startup investing platform enabling individual investors to invest in private companies, including under Regulation Crowdfunding. Overlaps with Willow Wealth's private equity and alternatives access for individual investors.
- Republic: Republic operates a private markets platform spanning startups, real estate, crypto, and video/gaming deals accessible to retail and accredited investors. Comparable in democratizing alternative investments but with a broader asset class footprint.
Direct peers
- Fundrise: Fundrise is a direct-to-consumer real estate and private markets investment platform offering diversified portfolios to individual investors. It overlaps with Willow Wealth's real estate and private credit offerings and serves a similar self-directed accredited investor base.
- Masterworks: Masterworks is a private markets investment platform enabling individual investors to buy fractional shares of blue-chip artworks. Like Willow Wealth, it targets accredited investors seeking alternatives exposure through a self-serve online platform.
- RealtyMogul: RealtyMogul is an online platform offering individual investors access to commercial real estate and private debt deals. Comparable to Willow Wealth in providing both individual deal selection and managed portfolio options for accredited investors.
- Percent (formerly Percent.com): Percent is a private credit marketplace that connects individual and institutional investors with income-generating private debt deals. Overlaps directly with Willow Wealth's private credit and short-term note products targeting accredited investors.
- Masterworks.io (note: same as Masterworks above, skip if duplicate): Already listed as Masterworks.
- CrowdStreet: CrowdStreet provides online access to commercial real estate investments for accredited investors, with both managed portfolios and direct deal-by-deal investing. Highly comparable to Willow Wealth's direct investing and real estate modules.
Broad incumbents
- CAIS: CAIS is a leading alternative investment platform connecting financial advisors with a curated menu of private market funds. Indirectly comparable as an aggregator of alternatives, though primarily advisor-facing rather than direct-to-investor like Willow Wealth.
- iCapital Network: iCapital is a large fintech platform powering access to alternatives for advisors, wealth managers, and institutional investors. Broader and more institutional in scope than Willow Wealth, but serves the same underlying demand for private market access.
Market position
Strengths1 record
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
YieldStreet social profiles
Digital presenceYieldStreet financial estimates
Financial estimateRevenue estimate
Valuation estimate
YieldStreet leadership team
Management profileNumber of profiles
YieldStreet subsidiaries and ownership
Company hierarchySubsidiaries2 records
YieldStreet funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
YieldStreet M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about YieldStreet
What does YieldStreet do?
YieldStreet (now operating as Willow Wealth) is a private markets investment platform that provides individual accredited investors with access to alternative investments including private credit, real estate, private equity, and short-term notes. The platform offers managed portfolios (Willow 360 built in partnership with Wilshire), self-directed direct investments, and retirement (IRA) accounts through a unified online interface with mobile apps.
Is YieldStreet a public or private company?
YieldStreet is a private company. It is classified as venture growth investor backed and is currently operating.
When was YieldStreet founded?
YieldStreet was founded in 2015. It employs 51 to 100 people.
Where is YieldStreet based?
YieldStreet is headquartered in New York, United States, in the North America region.
How does YieldStreet make money?
One revenue line is on record: platform management fees.
Who are YieldStreet's main competitors?
Emerging players on record are Wefunder and Republic. Direct peers are Fundrise, Masterworks, RealtyMogul, Percent (formerly Percent.com), Masterworks.io (note: same as Masterworks above, skip if duplicate) and CrowdStreet. Broad incumbents are CAIS and iCapital Network.
Does YieldStreet have an API?
No public API is recorded for YieldStreet.
What industry is YieldStreet in?
YieldStreet's product category is Alternative Investments Platform. Its primary akta.pro industry code is FSANAGAM, Evergreen / Open-Ended Multi-Manager Platforms. Its NAICS code is 52394 and its SIC code is 6282.