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  • Willow Financial screenshot 2
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About Willow Financial

The Willow Application is a secure financial dashboard for registered clients of the firm to be able to view their portfolio, upload files, communicate with the advisor team, and so much more at Willow Financial.

What’s new

Version 1.96 · Updated June 13, 2026

• Login Security Enhancements • Performance Improvements • Bug Fixes

App privacy

The developer, Willow Financial LLC, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Identifiers: User ID
  • Contact Info: Name, Phone Number
  • User Content: Photos or Videos

Used for: Analytics, App Functionality

Alternatives to Willow Financial

Looking for apps like Willow Financial? Here are 6 similar apps on the App Store. The highest rated is SHOW® Mastercard® (4.8/5), and all 6 are free to download.

Willow Financial vs. alternatives
App Rating Price Last updated Compare
Willow Financial 5.0 / 5 (3 ratings) Free June 13, 2026
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SHOW® Mastercard® 4.8 / 5 (2,668) Free Sep 9, 2026 Compare
SEI Connect - Investor 3.9 / 5 (34) Free Oct 30, 2026 Compare
Taz Visa Mobile 4.8 / 5 (4,452) Free Aug 19, 2026 Compare
Legacy First National Bank 4.8 / 5 (10,897) Free Feb 20, 2025 Compare

Compare Willow Financial with the top alternatives: ratings, updates, ASO score and keyword gaps →