Note from Andrea, Founder
As a solo-founder of a bootstrapped startup with a small-but-mighty team, it’s been a love and data-filled process to bring Willowfinch to life for our clients. I’m flattered to be in the same class with other companies like Advisor Credit Exchange, AppFolio Investment Management, and Cadre.
Their combined work in the industry has included funding rounds ranging from $7.6 million to over $100 million, and teams adding up to more than 1000 people. I’m proud that the innovation behind Willowfinch, the hard work of our team, and the need for the tool we’ve created is being seen and appreciated in their ranks.
The Wealthies recognize innovation in wealth management tools and how they can change the service and experience in our industry.
Willowfinch is focused on using real-world data from hundreds of sources to bring you and your clients the personal information that is often missing from the house hunting process without spending all of your time in spreadsheets.
I’m more excited than ever to see what happens from here. Thank you!
FOR IMMEDIATE RELEASE Willowfinch is Named a Finalist in the 2022 WealthManagement.com Industry Awards for Real Estate
SEATTLE, WASHINGTON (July 13, 2022) — Willowfinch, the exploration app for house hunting, announced today that it has been named a Finalist in the 2022 WealthManagement.com Industry Award (the “Wealthies) for Real Estate.
The Willowfinch tool gives advisors the personalized and detailed data they need to engage, inform, and educate their clients to help them make better housing decisions. Tapping into millions of data points across the country including income tax, property tax, healthcare, and more, this level of information has not been available to buyers at this scale before.
“We’re honored to receive this prestigious nomination from WealthManagement.com,” said Andrea, founder of Willowfinch. “The Real Estate category is full of companies that make an important difference in the lives of the people who use them, and I’m proud that our tool and the small-but-mighty startup team behind it have been recognized as part of that work.”
Recognition and awards for the Willowfinch team’s hard work consistently reinforce the importance of attention to detail and commitment to quality and utility. This has included Willowfinch’s winning pitch at the Pitches to Bitches Pitch Competition in 2019 and Andrea’s award-winning algorithms in her data career, among others. The team is thrilled to add this spot as a Wealthies finalist to the list as continued motivation to innovate and build tools that make a difference for our clients’ house hunting and financial planning.
Now in its eighth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. A panel of judges made up of top names in the industry and led by WealthManagement.com editor-in-chief David Armstrong chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced on September 8th.
“The WealthManagement.com Industry Awards allow us to recognize the creativity, success, and excellence of firms like Willowfinch that serve the final advisor community,” said David Armstrong, Editor-In-Chief of WealthManagement.com.
Willowfinch was inspired by founder Andrea’s own experience navigating the decision of where to retire. After some data crunching, it became clear that it was counterintuitively cheaper for her to retire in Seattle than to move to Georgia. She realized that there are likely thousands, if not millions, of people who could benefit from this sort of data analysis, but not many who had access to the time and tools to gather and sort through it all. So she began her work creating Willowfinch.
Willowfinch now provides financial advisors and their clients with personalized cost-of-living calculations, property by property, and affordability analysis to give house hunters a more accurate picture of where they should move.
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. Named 2021 Neal Award Winner as Best Media Brand For Overall Editorial Excellence, WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
Want to learn more about Willowfinch’s tool and how it can help you?
We’re currently wrapping up our Beta with a select group of Financial Planners and their clients. We still have a few slots open, but the paywall goes up soon!
If you want to get free Beta access to tools like our Location Explorer, custom analysis reports, and up to 100 properties for free for your clients, make sure to sign up.