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 $5.7 trillion of assets on behalf of over 10,000 institutions around the world.We are located in New York City, Menlo Park and London.
InvestorFlow is proven to scale from simple to complex fund structures with very large communities
10,000+
Institutions use InvestorFlow 
100,000+
Investor accounts 
$5.7 Trillion
Client assets 
100,000+
Documents added each month 
1,000,000+
Emails to investors 
50,000+
Number of InvestorFlow user accounts Leadership
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Todd Glasson
Chairman & CEO -
Minseok Kang
CTO & Co-Founder -
Brian Marchand
Chief Product Officer & Co-Founder -
Spencer Holt
Chief Financial Officer -
Hye Kyung “HK” Lee
Chief Strategy Officer -
Chance Tidyman
VP, Global Head of Sales -
Phil Mondy
VP of Sales Engineering -
Chris Ashrafi
Chief Client Officer -
Taylor Heidorn
Chief of Staff -
Werner Medrano
Managing Director & Head of Global Operations -
Jason Martial
VP & Head of Marketing -
Andrey Volosevich
Head of Data & Analytics Platform -
Dana Daly
EVP of Client Success -
Diane Tristani
VP of Product Management -
Richard Davies
VP, Head of European Operations -
Wendy Llenas
Director of Operations -
Paul Farthing
VP of IT Operations and Technical Support -
Savanah Eichfeld
Senior Director of People
Corporate Address
1422 El Camino RealMenlo Park, CA 94025
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Billing Inquiries
billing@investorflow.com -
Media and analysts
press@investorflow.com -
Sales Inquiries
Click here to contact us -
Customer Support
help@investorflow.com