We are 100% focused on delivering simple and smart tools for asset and investment managers.
InvestorFlow is a leading provider of investor experience applications for asset and investment managers.
Global asset managers, real estate investors, and alternative fund managers use InvestorFlow to increase distribution and to simplify investor services. Our software-as-a-service (SaaS), cloud-based applications are highly configurable to create branded and personalized investor experiences. InvestorFlow’s clients manage over $2 trillion of assets on behalf of over 10,000 institutions around the world.

We are located in New York City, Palo Alto and RTP (Research Triangle Park).
InvestorFlow is proven to scale from simple to complex fund structures with very large communities


Institutions use InvestorFlow


Investor accounts

$2+ Trillion

Client assets


Documents added each month


Emails to investors


Number of InvestorFlow user accounts

Elevate Your Investor Experiences