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, San Francisco 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
Funds
25 of the Top 50
Alternative Asset Managers
28,000+
Deals Closed Leadership
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Todd Glasson
Chairman & CEO -
Minseok Kang
CTO & Co-Founder -
Brian Marchand
Chief Solutions Officer & Co-Founder -
Chris Cummings
Chief Marketing & Strategy Officer -
Ian Benedict
Chief Financial Officer -
Lori Martel
Chief Product Officer -
Chris Ashrafi
Chief Client Officer -
Taylor Heidorn
Chief of Global Services -
Tom Kade
Managing Director, North America -
Oliver Durham-Winch
EVP, EMEA -
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
VP, People and Places
Corporate Address
655 Montgomery StreetSuite 1400
San Francisco, CA 94111
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