Willow Wealth vs EquityZen

Join more than 500,000+ members diversifying their portfolios with private markets.* Willow Wealth, formerly Yieldstreet, seeks to make it simple to diversify your portfolio with real estate, private equity, private credit, and more — all in one place. INVEST YOUR WAY + Build your own portfolio: Select from a wide range of individual investments and diversified funds across private markets asset classes. + Let us manage it for you: Willow 360, our automated investing solution, builds and manages a diversified private markets portfolio on your behalf. EXPERIENCED MANAGERS Gain exposure to investments managed by some of the world’s largest institutions and specialized sponsors. CURATED AND VETTED FOR YOU Invest with confidence knowing that all opportunities pass our comprehensive multi-step vetting process. DEDICATED SUPPORT Our team of private markets professionals are here to offer support and guidance throughout your journey. GET STARTED Create your free account at willowwealth.com, then invest and track your portfolio with the app. — *As of September 30, 2025. Diversification does not ensure a profit or protect against a loss in a declining market. Alternative investments involve specific risks that may be greater than those associated with traditional investments; are not suitable for all clients; and intended for experienced and sophisticated investors who meet specific suitability requirements and are willing to bear the high economic risks of the investment. Investments of this type may engage in speculative investment practices; carry additional risk of loss, including possibility of partial or total loss of invested capital, due to the nature and volatility of the underlying investments; and are generally considered to be illiquid due to restrictive repurchase procedures. These investments may also involve different regulatory and reporting requirements, complex tax structures, and delays in distributing important tax information. No U.S. or foreign securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through us. Please see important disclosures at https://www.willowwealth.com Willow Asset Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Willow Wealth Markets LLC is an indirect subsidiary of Willow Wealth Inc., is a broker-dealer registered with the Securities and Exchange Commission (“SEC”), a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Information on all FINRA registered broker-dealers can be found on FINRA’s BrokerCheck (https://brokercheck.finra.org/firm/summary/172295). Despite its affiliation with Willow Asset Management LLC, Willow Wealth Markets LLC has no role in the investment advisory services received by Willow Wealth clients. Any historical returns, expected or target returns, or probability projections may not reflect actual future performance and is no guarantee of future results. All securities involve risk and may result in significant loss. This should be construed as a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to clients of Willow Asset Management LLC pursuant to a written advisory agreement. For more information please visit willowwealth.com to see our Full Disclosure. Regulatory disclosures: Terms of Use (https://www.willowwealth.com/terms), Privacy Policy (https://www.willowwealth.com/privacy), Form CRS (https://www.willowwealth.com/form-crs-client-relationship-summary), and Reg BI Disclosures (https://www.willowwealth.com/regulation-best-interest-disclosure). SECURITIES INVESTMENTS: NOT FDIC INSURED; NO BANK GUARANTEE; MAY LOSE VALUE. Copyright © 2026 Willow Wealth Inc. All rights reserved.

EquityZen is the marketplace for investing in or selling shares of Pre-IPO companies*. For more than 10 years, EquityZen has committed to and delivered on our mission - Private Markets for the Public. Join 800,000+ subscribers and access a $500B+ market for pre-IPO companies shaping the future! Why EquityZen? 1. Established Network From curated investment offerings to deep relationships with 450+ established startups, our clients refer their friends and return to our marketplace again and again 2. Deep Data and Insights Exclusive private market data and insights to make informed decisions, backed by a dedicated research team and 10-years of secondary market activity 3. Purpose-Built Technology Award-winning investment platform delivering secure, compliant and fully-streamlined processes that provide access to a market once uniquely available to institutional investors 4. User-Friendly Experience Intuitive, personalized interface and guidance from private market specialists helps you enter the market with confidence --- *Disclosures Investments in pre-IPO companies are through EquityZen funds (special purpose investment vehicles that will own the shares of single or multiple companies) that are illiquid investments for which sale is restricted, for which buyers may not be readily found, and which have risks, including the risk of loss. You must be an accredited investor to invest in EquityZen funds. There can be no assurance that any private company will go public or be acquired, or that any IPO or acquisition will result in a successful investment. EquityZen and logo are trademarks of EquityZen Inc. Screenshots display a representation of a fictional investor's view and not real offerings