Willow becomes HerMoney’s exclusive “Find an Advisor” partner, connecting women and their families to vetted, fiduciary Advisor for Women™ financial advisors

Willow (TrustWillow.com), an award-winning WealthTech and advisor-matching platform built to connect women and families with personalized financial guidance, today announced a strategic partnership with HerMoney Media, the digital personal-finance content and coaching platform dedicated to leveling the financial playing field for women.

The partnership brings together two mission-driven platforms focused on helping women build financial confidence, grow wealth, and connect with personalized financial coaching and advice that fits their lives. The collaboration provides a seamless path from learning to action for HerMoney’s audience.

Willow plans to power advisor matching and referrals for HerMoney — a community comprising more than a half-million engaged, educated, mass-affluent women — connecting women who are seeking financial planning and advice with a network of vetted, fiduciary advisors who have completed Willow’s Advisor for Women™ Certificate Program. Members will also have access to Willow’s proprietary financial planning tools, including on-demand financial planning and self-directed investments for emerging investors. With women expected to control nearly 45% of US wealth by 2030 (McKinsey & Company), the need for accessible, fiduciary financial advice tailored to women has never been greater.

HerMoney Co-Founder & CEO, Jean Chatzky, former financial editor of NBC’s TODAY show, New York Times bestselling author, award-winning personal finance journalist and advisor to major financial firms, will join Willow’s Strategic Advisory Board, alongside Willow Founder & CEO Lacy Garcia; April Rudin, The Rudin Group; Jill Jacques, Global Managing Director, Cordence; Liz Nesvold, Chair of Emigrant Partners & Vice Chair of Emigrant Bank; Peter Nesvold, Managing Partner of Nesvold Capital Partners (NCP) and Nathan Machado, Founder & Managing Partner, E146 Partners.

This partnership fills a huge void for women looking for trusted financial advice and guidance. “The question I get asked more than any other is, ‘How do I find a financial advisor I can trust,’” says Jean Chatzky, Co-Founder and CEO, HerMoney Media. “Our partnership with Willow closes that gap — connecting HerMoney readers to fiduciary advisors who understand the unique financial challenges women face. I’m excited to help guide this work on Willow’s Strategic Advisory Board and to see more women take confident, long-term control of their finances.”

With HerMoney, Willow has found a way to offer services to women all along the financial continuum, from those seeking some advice in a particular life moment to those who want a robust relationship with a financial advisor that fits. “Our mission is to make trusted, empathetic financial advice widely accessible — especially to women who have long been underserved by the industry,” says Lacy Garcia, Founder and CEO, Willow. “Partnering with HerMoney will enable more women to move from learning to action with personalized guidance and advisors who put clients first.”

Jean and Lacy are also teaming up to ensure that women know how to find the best advisor for them through a series "How to Find the Right Advisor for Every Stage of Life?" Lacy will also be joining the HerMoney podcast and contributing a monthly column to the HerMoney website.

About Willow (TrustWillow.com)

Willow (TrustWillow.com) is an award-winning WealthTech platform that matches women and their families with vetted, fiduciary financial advisors and planning tools designed for women’s financial needs. Willow’s Advisor for Women™ and Advisor for NextGen™ Certificate Program trains and certifies advisors on best practices for serving women across life stages. Backed by BlackRock and New England Development. Learn more at https://trustwillow.com.

About HerMoney Media (Hermoney.com)

HerMoney Media, Inc. (HMM), a digital content and coaching platform, was founded in 2018 by Jean Chatzky. It publishes direct-to-consumer content including the podcasts HerMoney with Jean Chatzky and How She Does It with Karen Finerman, alongside the HerMoney newsletter. Its coaching programs include FinanceFixx Bootcamp, FinanceFixx Pre-Retirement Check-Up and InvestingFixx, an online investing club for women. Additionally, HerMoney partners with major corporations and financial institutions to support their financial empowerment goals for clients and employees, regardless of gender. Learn more at https://hermoney.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260219614786/en/

“The question I get asked more than any other is, ‘How do I find a financial advisor I can trust,” says Jean Chatzky, Co-Founder and CEO, HerMoney Media.