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 $6 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 $6 Trillion
Client assets 3,500
Funds25 of the Top 50
Alternative Asset Managers28,000+
Deals Closed Leadership
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Todd Glasson
Chairman & CEO -
Minseok Kang
CTO & Co-Founder -
Brian Marchand
Chief Solutions Officer & Co-Founder -
Oli Farago
Chief Product Officer -
Chris Cummings
Chief Marketing Officer -
Spencer Holt
Chief Accounting Officer -
Hye Kyung “HK” Lee
Chief Strategy Officer -
Chance Tidyman
VP, Global Head of Sales -
Chris Ashrafi
Chief Client Officer -
Taylor Heidorn
Chief of Global Services -
Werner Medrano
Managing Director & Head of Global Operations -
Andrey Volosevich
Head of Data & Analytics Platform -
Dana Daly
EVP of Client Success -
Diane Tristani
VP of Product Management -
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