Articles from Willow Wealth

Willow Wealth Appoints Tom Williams as Chief Investment Officer
Willow Wealth, a leading platform for retail private markets investing, today announced the appointment of Tom Williams as Chief Investment Officer. Williams will oversee the platform’s investment strategy and product development, reporting to CEO Mitchell Caplan.
By Willow Wealth · Via Business Wire · June 2, 2026
Willow Wealth Expands Private Markets Platform With Launch of Evergreen Funds From Carlyle, Goldman Sachs Asset Management, and StepStone
Willow Wealth today announced the launch of direct access to private markets evergreen funds from Carlyle (NASDAQ: CG), Goldman Sachs Asset Management (NYSE: GS), and StepStone (NASDAQ: STEP) on its platform. The three evergreen funds seek to give investors immediate exposure to fully deployed portfolios across private credit, private equity, and real estate in a structure designed to provide periodic liquidity2.
By Willow Wealth · Via Business Wire · December 4, 2025