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Willow Wealth

Willow Wealth: Detailed Company Information & Corporate Profile

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Summary

Willow Wealth has been in the industry for 11 years. The business currently specializes in Financial Services area. Mitch Caplan is the Chief Executive Officer at the company. The company has 100-200 employees. Register with SignalHire to connect with Willow Wealth employees and management.
Willow Wealth Websitewillowwealth.com
IndustriesFinance
Company Size100-200 employees
Founded2015
Updated2026-10-08

Willow Wealth Org Chart

Chief Executive Officer
MC
Mitch Caplan

Chief Executive Officer

+1-520-***-**70c*****m@willowwealth.com
C-Level
PK
Peter Kerr

Chief Strategy Officer

+1-870-***-**65k***p@willowwealth.com
GD
Glenna DeRoy

Chief Digital Officer

+1-***-***-0369d****g@willowwealth.com
Willow Wealth Employees Directory

Workforce Turnover

Number of employees switched from or switched to

10

left and joined the company

10Total employee turnover

  • 3joined the company
  • 7left the company
See companies people switched from or switched to

Departmental sample breakdown

3

employees

Turnover activity captured in SignalHire's departmental sample (3 employees):

  • 1<Chief Operating Officer and Chief Financial Officer
  • 1<Associate Director, Business Operations
  • 1<Associate, Investor Support
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Former Employees: Role Changes

Role at Former Company

  1. Chief Financial Officer1

  2. Fund Accounting Manager1

  3. Strategic Advisor1

  4. Associate, Learning and Development1

  5. Director, Head of Investor Relations1

  6. Director, Private Credit1

  7. Senior Manager, Sales & Revenue Operations1

  8. Head of Private Market Solutions1

  9. Client Consultant, Private Client Group1

Role at New Company

  1. Chief Operating Officer and Chief Financial Officer1

    Top destination

  2. Associate Director, Business Operations1

  3. Associate, Investor Support1

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Willow Wealth Corporate Information: FAQ

Willow Wealth operates in the Financial Services industries. More details can be found on the official website: willowwealth.com.

Willow Wealth currently employs 100-200 people.

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