Yieldstreet (now Willow Wealth)

New York, NY, United States [1, 2, 8, 9, 16, 25, 27]  All United States companies → Founded 2015 [1, 2, 5, 6, 7, 8, 13, 16, 22, 25, 26, 28, 33]
Emergency Medicine Family Medicine Internal Medicine
Series D1 (latest deal type) [1] — $800 million (approximately) [2] or $772 million [1] or $913,997,463 [4]

Products

Yieldstreet
Yieldstreet (now Willow Wealth)
Physician Finance & Tax
Yieldstreet (Willow Wealth) provides physicians with access to diverse alternative investment opportunities in private markets like real estate, private credit, and private equity.

See all 1 product →

About Yieldstreet (now Willow Wealth)

Willow Wealth, formerly known as Yieldstreet, is a financial technology company that operates an online platform for alternative investments. The company aims to democratize access to private market asset classes that were traditionally available only to institutions and ultra-high-net-worth individuals. For physicians looking to diversify their investment portfolios beyond traditional stocks and bonds, Willow Wealth offers a curated selection of opportunities across various alternative asset classes. [2, 6, 8, 17, 19, 22]

The platform provides access to asset-backed investments in areas such as real estate, private credit, private equity, art, and legal finance. [2, 7, 8, 17, 19, 22] Investors can choose from individual investment opportunities, diversified evergreen funds, or utilize Willow 360, an automated investing solution that builds and manages a private markets portfolio. [17, 23, 24, 28, 33] Willow Wealth emphasizes thorough due diligence and transparency in its offerings, with a mission to help investors generate income and achieve portfolio diversification. [6, 7, 8, 18, 19]

Focus Areas

Real estate private credit private equity art legal finance marine finance supply chain finance structured notes short-term notes diversified investment funds cryptocurrencies transportation venture capital. [2 6 7 8 12 19 22 23 24 27]

What Physicians Need to Know

Specialized Asset Classes
Willow Wealth (formerly Yieldstreet) offers access to a diverse range of alternative investment opportunities, including real estate, private credit, private equity, art, legal finance, marine finance, supply chain finance, structured notes, short-term notes, diversified investment funds, cryptocurrencies, transportation, and venture capital. [1, 2]
Access to Private Markets
The platform aims to provide individual investors, including accredited investors, with access to private market asset classes that were traditionally available only to institutions and wealthy individuals. [1, 4, 7]
Diversified Investment Options
Investors can choose from individual investment opportunities, pooled fund structures, and automated managed portfolio solutions like Willow 360, which offers diversified exposure to private markets with quarterly liquidity. [1, 4, 6, 14]
Institutional Partnerships
Willow Wealth has partnered with established institutional firms such as Carlyle Group, Goldman Sachs, and StepStone Group to offer access to private credit funds and other private market opportunities. [1, 2, 4, 6, 12]
Evolution to Willow Wealth
The company rebranded from Yieldstreet to Willow Wealth in late 2025 to reflect its expanded product offerings and broader focus on private markets beyond its original yield-focused individual offerings. [1, 4, 5]
Physician Tip

For physicians considering Willow Wealth, it's important to understand that the platform offers alternative investments which can provide diversification beyond traditional stocks and bonds. [6] However, alternative investments inherently carry risks, and some offerings may have long holding periods and limited liquidity. [2] While Willow Wealth aims to make private markets more accessible, it's crucial to conduct thorough due diligence on specific offerings and understand the associated risks. [7] The platform has faced scrutiny regarding past investor losses and the removal of historical performance data, which warrants caution. [2, 7, 8, 9, 11] Physicians should carefully review all disclosures, consider their personal investment objectives and risk tolerance, and potentially consult with a financial advisor before investing in alternative assets through Willow Wealth. [10] It's also worth noting that while the platform offers various asset classes, some deals may fill up quickly. [3]

Willow Wealth operates as an online marketplace for alternative investments. While the platform itself provides access to various asset classes and managed portfolios, specific integrations with external financial planning software or other physician-specific tools are not explicitly detailed in the provided information. Investors manage their accounts and investments directly through the Willow Wealth platform. [1, 5]

Products by Yieldstreet (now Willow Wealth)

1 product in the directory

Yieldstreet
Yieldstreet (now Willow Wealth)
Physician Finance & Tax
Yieldstreet (Willow Wealth) provides physicians with access to diverse alternative investment opportunities in private markets like real estate, private credit, and private equity.

What the Web Says

Willow Wealth, formerly known as Yieldstreet, is an alternative investment platform that provides access to assets like real estate, private credit, and art. The company rebranded in October/November 2025 after reporting significant investor losses, particularly in real estate and marine finance. This rebranding and the removal of historical performance data have led to considerable criticism and a negative sentiment among many investors.

Overall: Negative

Strengths

  • Access to unique and potentially non-correlated alternative assets.
  • Offers both direct investments for accredited investors and funds for non-accredited investors.
  • Provides various managed funds with adjustable risk levels.
  • User-friendly online dashboard and easy integrations for some products.
  • Some employees report a great work environment and collaborative culture.

Limitations

  • Significant cumulative investor losses reported (over $200 million).
  • High real estate default rate (estimated at 30%+).
  • Lack of liquidity for most investments, with money often locked up for several years.
  • Poor customer service, with reports of unanswered calls and slow email responses.
  • Concerns about insufficient due diligence and transparency on deals.
  • Rebranding from Yieldstreet to Willow Wealth is seen by many as an attempt to obscure a poor track record and past problems.

Based on reviews from: Indeed.com, The College Investor, Lofty, G2, Apple App Store, AltStreet, Reddit, Better Business Bureau, Trustpilot, Moneywise, InvestmentNews, Wikipedia

Last updated: 2026-07-02

Videos

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Press & Coverage

Willow Wealth (formerly Yieldstreet)
Yieldstreet, now Willow Wealth
Yieldstreet rebranded to Willow Wealth in November 2025 to reflect its expanded platform beyond yield-focused offerings to include managed portfolios and third-party evergreen funds from institutional partners. The platform now serves over 500,000 members with private market opportunities across various asset classes.
2026-05
InvestmentNews
Yieldstreet, now Willow Wealth, racks up more losses for investors: report
Despite its rebrand to Willow Wealth in late 2025, the company continues to report investor losses, including $41 million from real estate defaults, adding to previous losses from marine loans. CNBC reported total investor losses of at least $208 million.
2025-12
Eccleston Law Blog
New Investor Losses as Yieldstreet Rebrands to Willow Wealth
Yieldstreet, now Willow Wealth, is facing continued investor losses, with InvestmentNews reporting $41 million in new defaults on real estate projects in Houston and Nashville. This follows earlier disclosures of $89 million in marine loan losses and $78 million in other losses.
2026-01
Rentier
The $208M Rebrand: YieldStreet Becomes Willow Wealth
Yieldstreet rebranded to Willow Wealth in November 2025 amidst over $208 million in reported investor losses from real estate and marine loan defaults. The company also removed a decade of historical performance data from its website.
2026-01
Lofty
Yieldstreet (Willow Wealth) Review (2026): Pros, Cons, Fees & Returns
Yieldstreet rebranded to Willow Wealth in October 2025 due to significant investor losses and negative media coverage. The platform, founded in 2015, has served over 500,000 members and invested over $6 billion, but faces scrutiny over a 30%+ real estate default rate and $208 million in cumulative losses.
2026-05
InvestmentNews
Advisor360, Willow Wealth tap seasoned veterans for C-suite roles
Willow Wealth, formerly Yieldstreet, appointed Tom Williams as Chief Investment Officer in June 2026, as the company repositions itself as a broader private markets platform. The company also recently expanded its institutional investment partners to include Carlyle Group, Goldman Sachs, and StepStone Group.
2026-06
GlobeNewswire (Press Release)
Mount Loganu2013Managed Opportunistic Credit Interval Fund (SOFIX) to Acquire $100+ Million of Assets from Yieldstreet Alternative Income Fund (YS AIF)
Mount Logan Capital announced in March 2026 that its Opportunistic Credit Interval Fund (SOFIX) would acquire over $100 million in assets from the Yieldstreet Alternative Income Fund (YS AIF), for which Willow Wealth serves as advisor. This transaction aims to provide YS AIF investors access to a larger investment vehicle.
2026-03
Crowdfund Insider
Yieldstreet Rebrands To Willow Wealth, Looks To Move Beyond Investor Loss Of Over $200 Million
Yieldstreet rebranded to Willow Wealth in October 2025 in an effort to overcome negative press and over $200 million in investor losses. The company is now offering evergreen private-market funds and highlights the benefits of private markets for diversification.
2026-01

Frequently Asked Questions

Willow Wealth provides access to a range of alternative investments including real estate, private credit, and private equity, which can be attractive for physicians looking to diversify beyond traditional stocks and bonds. These offerings may include income-generating real estate projects or private credit funds that offer consistent returns.
Willow Wealth operates under a robust compliance framework to ensure all its alternative investment products, from legal finance to structured notes, meet regulatory standards. They are registered with the SEC as an investment adviser, which mandates adherence to specific investor protection and disclosure rules.
Willow Wealth's fee structure generally includes management fees and sometimes performance fees, which can vary depending on the specific investment product. They aim for transparency in their pricing, with detailed fee breakdowns available in the offering documents for each investment.
Willow Wealth offers comprehensive due diligence on all its investment opportunities, including specialized assets like art, marine finance, and supply chain finance. They provide investors with detailed information and support to help them understand the risks and potential returns associated with these unique asset classes.
Willow Wealth focuses on a diversified approach to alternative investments and a strong emphasis on risk management to ensure company stability and foster growth. Their strategy includes continuous evaluation of new asset classes and maintaining a robust platform to support long-term investor confidence.
Yes, Willow Wealth offers diversified investment funds and structured products that combine various alternative assets, including real estate, private credit, and venture capital. These funds are designed to provide physicians with a convenient way to gain exposure to multiple alternative asset classes within a single investment.

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