InvestorFlow is a leading provider of investor experience applications for asset and investment managers.


Information Technology

InvestorFlow

The New York office specializes in product management, client success, and consulting services, driving innovation in AI and investor intelligence.

New York

InvestorFlow's headquarters in Palo Alto, CA, United States

The London office focuses on quality assurance, marketing, operations, and leadership across the EMEA region.

London

Todd Glasson

Chris Ashrafi

Laura Wellard

Greg Glasson

Andrey Volosevich

Diane Tristani

Minseok Kang

Theresa Jennings

Chris Cummings

Controller

Savanah Eichfeld

Werner Medrano

This department provides expert advice and guidance to clients on various projects and implementations.

Consulting Services

This department ensures that products meet specified quality standards and function correctly through systematic testing and evaluation.

Quality Assurance

This department focuses on managing product marketing, client partnerships, and professional services to drive strategic growth and enhance customer satisfaction.

Product and Client Strategy

The Software Development Team at InvestorFlow is responsible for designing, building, and maintaining high-quality investor experience applications tailored for asset and investment managers. This diverse team of experts, including software engineers, developers, and solutions architects, collaborates to implement innovative features, enhance system performance, and ensure seamless integration with existing technologies, ultimately delivering exceptional tools that improve client engagement and operational efficiency.

Software Development Team

This department focuses on analyzing and optimizing business processes and supporting IT service management.

Business Operations

This department focuses on building and maintaining relationships with clients to ensure their needs are met and satisfaction is prioritized.

InvestorFlow

Org chart

Teams

Consulting Services

Quality Assurance

Product and Client Strategy

Software Development Team

Business Operations

Client Engagement

Offices

InvestorFlow

Org chart

Teams

Consulting Services

Quality Assurance

Product and Client Strategy

Software Development Team

Business Operations

Client Engagement

Offices

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