Willow Wealth News and Activities

Acquisition, funding and merger involving Willow Wealth.

• Willow Wealth has just announced a $77 Million fundraising (posted on July 30 2025).

View the org chart displaying its 23 main executives

Most searched biographies at Willow Wealth

• Mitch Caplan, Chief Executive Officer and Chairman of the Board
• Ron Suber, Director
• Milind Mehere, Board Member

Popular executive movements at Willow Wealth

• Tom Williams has joined the company as Chief Investment Officer  (posted on June 2 2026).
• Susan Weisbrod, who was Vice President, Brand and Marketing Communications, is promoted to Chief Marketing Officer  (posted on June 2 2026).
• Lea Stendahl, Chief Marketing Officer, has left the company  (posted on June 2 2026).

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Willow Wealth has 1,271 competitors including Berkshire Hathaway (United States (USA)), Apollo Global Management (United States (USA)) and Amundi (France).

Popular M&A news in Holding

• Prime Capital Financial has acquired Access Capital Partners (posted on June 2 2026).
• PMGC has acquired A&B Aerospace (posted on May 14 2026).
• H.I.G. Capital has announced the acquisition of Vitaly  (posted on May 13 2026).

Popular contacts in Holding

• Bennett Rosenthal - Co-Founder, Partner, Co-Head of Private Equity and Director at Ares Management
• Sami Mnaymneh - Co-Founder and Co-Executive Chairman at H.I.G. Capital
• Egon Durban - Co-Chief Executive Officer and Managing Partner at Silver Lake

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Social media about Willow Wealth

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