# Yieldstreet

> Yieldstreet, renamed Willow Wealth in November 2025, is a New York private markets investment platform. It offers individual opportunities, institutional evergreen funds and managed portfolios across real estate, private credit and private equity, primarily for accredited individuals. Its SEC settlement over a ship-backed offering is an essential part of its history.

- **Founded:** 2015
- **Headquarters:** New York, United States
- **Founders:** Milind Mehere (Co-founder; founding CEO), Michael Weisz (Co-founder; former president and CEO), Dennis Shields (Co-founder)
- **Products:** Individual investment opportunities, Willow 360 Managed Portfolios, Institutional evergreen funds, Yieldstreet Prism Fund / Alternative Income Fund, IRA investment access
- **Notable:** Built a multi-asset digital investment platform after launching in 2015., Completed the Cadre acquisition in January 2024; financial terms were undisclosed., Reported 500,000 total members and more than $6.9 billion invested as of May 31, 2026, inclusive of Cadre.

## Products & services

- **Individual investment opportunities** — Single investments and thematic funds covering private market strategies, including real estate, private credit, art and legal finance; terms and eligibility vary.
- **Willow 360 Managed Portfolios** — Automated discretionary portfolios using institutional evergreen funds; published minimum $25,000, 1.25% advisory fee and approximately 0.175% stated expenses, with further underlying costs possible. Introduced as Yieldstreet 360 in 2025.
- **Institutional evergreen funds** — Ongoing-subscription funds from managers including Goldman Sachs, Carlyle and StepStone; redemption rights depend on each fund.
- **Yieldstreet Prism Fund / Alternative Income Fund** — Historical multi-asset fund launched in 2020 and made available to non-accredited investors. Do not assume its historical $1,000 minimum describes today’s platform.
- **IRA investment access** — Investment access through Equity Trust self-directed IRAs. The current help article excludes Willow 360 and evergreen fund investments from IRA accounts.

## Achievements

- Built a multi-asset digital investment platform after launching in 2015.
- Completed the Cadre acquisition in January 2024; financial terms were undisclosed.
- Reported 500,000 total members and more than $6.9 billion invested as of May 31, 2026, inclusive of Cadre.
- Completed a $77 million capital raise in July 2025.

## Latest updates

- **2025-07** — Completed a $77 million capital raise led by Tarsadia; RedBird joined as a new investor.
- **2025-11** — Changed the brand to Willow Wealth; existing investments continued under their terms.
- **2026-01** — SEC prospectus supplement recorded the parent’s name as Willow Wealth Inc. and the adviser’s as Willow Asset Management LLC.
- **2026-06** — Appointed Tom Williams CIO on June 2 and Larry Greenberg president on June 23.
- **2026-09** — Help center said Q2 2026 reporting updates were expected to roll out in early September, incorporating private fund valuations, income or losses, distributions and expenses.

## Links

- Website: https://www.willowwealth.com/
- LinkedIn: https://www.linkedin.com/company/willow-wealth
- Twitter/X: https://twitter.com/YieldStreet
- YouTube: https://www.youtube.com/@Willow_Wealth
- Instagram: https://www.instagram.com/willowwealth/
- Facebook: https://www.facebook.com/willowwealth

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Profile page: https://yespress.io/yieldstreet
Published by YesPress — https://yespress.io
Last updated: 2026-10-04