Co-Founder & CEO at Willow
Co-Founder & CEO at Willow
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Co-Founder and CEO of Willow, revolutionizing financial empowerment for women, millennials, and underrepresented investors.
Leading the charge in making financial planning accessible and approachable for women and underrepresented communities in investing.
Creating tools and support systems that address life's big transitions - marriage, divorce, starting a business, and major life changes.
Featured in multiple media outlets and recognized for challenging the traditional, "male, stale, and scary" approach to financial services.
Willow - Financial Planning Platform
Investment Management & Fintech
Boston, MA
250+ employees
Making financial wellness accessible and shame-free for everyone
Lacy is passionate about creating open, honest conversations around money and financial planning. She's taking on an industry that has traditionally been intimidating and making it approachable, especially for women and underrepresented investors who have been underserved by traditional financial services.
Lacy brings deep insights into financial empowerment, inclusive fintech, and creating accessible financial solutions for underserved communities.
Helping women, millennials, and underrepresented investors take control of their financial futures
Navigating major life changes like marriage, divorce, starting a business, and career transitions
Creating shame-free approaches to money management and building healthy financial habits
Building technology and tools that serve underrepresented communities in financial services
Advocating for gender equality and representation in the financial services industry
Insights from building and scaling a fintech company in a traditionally male-dominated space
Lacy brings authentic insights, personal stories, and actionable advice that resonates with anyone looking to improve their financial wellness.
From personal "oh crap" money moments to building a $50M revenue company serving 250+ employees and thousands of users.
Known for open, honest conversations that make financial topics feel less intimidating and more "I got this."
Passionate advocate for women, millennials, and underrepresented investors, with real solutions for financial empowerment.
Comfortable discussing both business strategy and lifestyle topics, bringing a well-rounded perspective to any conversation.
Lacy brings fresh perspectives and authentic insights on financial empowerment, inclusive business building, and creating positive change in fintech.
Breaking down barriers and creating inclusive financial solutions for women, millennials, and underrepresented investors.
Navigating major life changes like marriage, divorce, starting a business, career pivots, and other significant transitions.
Creating shame-free approaches to money management and building healthy, sustainable financial habits.
Insights from building and scaling a fintech company as a woman in a traditionally male-dominated industry.
Challenging the 'male, stale, and scary' approach to financial services and making it approachable for everyone.
Building purpose-driven companies that solve real problems while creating sustainable business growth.
"We need to stop making financial conversations feel shame-y and start making them feel empowering. Everyone deserves access to tools and support that help them feel confident about their financial future, especially during life's biggest transitions."
These thought-provoking questions will help you unlock Lacy's authentic insights and create compelling conversations that resonate with your audience.
Was there an 'oh crap' money moment in your life that made you think, 'OK, women need better tools and support around this?'
What made you want to take on an industry that's, let's be honest, kind of male, stale, and scary for a lot of women and underrepresented investors?
What would you say to someone who's like, 'I'll deal with this later… maybe when I'm married… or have more money… or both?'
Do you think women approach money and future planning differently than men? What have you seen that makes you hopeful?
How do we make these conversations about money and planning feel less shame-y and more 'I got this?'
What's the biggest misconception people have about financial planning, especially during major life transitions?
As a CEO in fintech, what's been your biggest 'plot twist' moment in building Willow?
How do you balance being vulnerable about money struggles while also being seen as a financial expert?
Lacy brings authenticity and relatability to every conversation. She's comfortable sharing personal stories, business insights, and vulnerable moments that make financial topics feel accessible and empowering rather than intimidating.
From identifying personal financial challenges to building a company that empowers thousands to take control of their financial futures.
Willow
Leading a $50M revenue fintech company with 250+ employees, focused on financial empowerment for women and underrepresented investors.
Website Overhaul
Currently leading a comprehensive website overhaul to better serve users and improve accessibility to financial planning tools.
User Base Expansion
Successfully scaled Willow to serve thousands of users seeking financial empowerment and planning support.
Featured across multiple media outlets for innovative approach to financial services and women's empowerment.
Purpose-Driven Leadership
Identified the need for more accessible, shame-free financial planning tools, especially for life's major transitions.
Willow Founded
Co-founded Willow with the mission to make financial wellness accessible and approachable for underserved communities.
Lacy's journey reflects a deep commitment to solving real problems in financial services. Her approach combines personal experience with business acumen, creating solutions that resonate with people who have traditionally been underserved by the financial industry.
Willow's success reflects Lacy's commitment to building inclusive financial solutions that truly serve underrepresented communities.
Building a substantial fintech business focused on financial empowerment
Leading a diverse team committed to making finance more accessible
Revolutionizing investment management and financial planning
Thousands of users empowered to take control of their financial futures
Focused on serving women, millennials, and underrepresented investors
Featured across outlets for innovative approach to financial services
Challenging the traditional "male, stale, and scary" approach to financial services by creating tools and experiences that feel approachable and empowering.
Building a platform that specifically serves women, millennials, and underrepresented investors who have been historically underserved by traditional financial institutions.
Currently undergoing a comprehensive website overhaul to better serve users and expand access to financial wellness tools and planning resources.
Bring authentic insights about financial empowerment, inclusive fintech, and building purpose-driven companies to your podcast. Lacy is ready to share her journey and practical advice with your audience.