Stonebridge Financial Partners, LLC
Live your life by design, not default.
17 employees · est. 2004 · Troy, United States
Willow
Willow helps financial advisors better serve today's clients through certificate and client acquisition programs
31 employees · est. 2020 · Boston, United States
Stonebridge Financial Partners, LLC is the older company (2004 vs 2020).
Side-by-Side Comparison
| Metric | Stonebridge Financial Partners, LLC | Willow |
|---|---|---|
| Founded | ||
| Founded | 2004 older | 2020 |
| Headquarters | ||
| Headquarters | Troy, United States | Boston, United States |
| Employees | ||
| Employees | 17 | 31 |
| Industry | ||
| Industry | Finance, Financial Services | Financial Services, Women's Health |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Investment, Retirement Planning, Financial Planning, Investment Advisory, Wealth Advisory, Personalized Service, Securities, Comprehensive Planning | Not tracked yet |
| Website | ||
| Website | stonebridgefinancialpartners.com | trustwillow.com |
About Stonebridge Financial Partners, LLC
Stonebridge
About Willow
Willow is a wealthtech platform that aims to help financial advisors better serve today's clients through certificate and client acquisition programs. The company offers two certificate programs, Advisor for Women™ Certificate Program and Advisor for NextGen™ Certificate Program, which provide leadi...
We will tell you when either one moves
BounceWatch watches Stonebridge Financial Partners, LLC and Willow for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Stonebridge Financial... and Willow — by email.
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Compiled from the BounceWatch company index. We last looked at Stonebridge Financial Partners, LLC on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
