Flourish

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Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives. Through innovative technology, we give advisors access to new horizons, bringing additional... Read more

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Max Lane

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Shane Lapsys
Head Of Product Management
Melissa Perry
Head Of Business Development
Kate Murray
Chief Compliance Officer, Lead Counsel
Sarah Raji
Insurance Partnerships Lead
Brandon Anderson
Head Of Strategic Partnerships
Griffin N.
Sales Operations Lead
Patrice Kiely
Head Of People & Culture
Kristen Svenconis
Risk, Audit, And Controls Lead