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, Menlo Park and RTP (Research Triangle Park).

InvestorFlow is proven to scale from simple to complex fund structures with very large communities
10,000+
Institutions use InvestorFlow
100,000+
Investor accounts
$2+ 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 -
Brian Marchand
Chief Product Officer & Co-Founder -
Minseok Kang
CTO & Co-Founder -
Dana Daly
EVP of Client Success -
Ben Mazza
VP of Sales, North America -
Taylor Heidorn
Chief of Staff -
Werner Medrano
VP of Engineering -
Bruce Pagliuca
EVP & GM of Professional Services -
Diane Tristani
VP of Product Management
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
support@investorflow.com