Flourish
Josh Owen is an experienced technology executive with a robust background in financial services and product development. Currently serving as Chief Technology Officer at Flourish since June 2017, Josh leads the platform, which offers innovative financial products to registered investment advisors (RIAs) managing over $1 trillion in assets. Prior to Flourish, Josh held the position of CTO at Openfolio, a personal finance tracking platform that was acquired by Stone Ridge Asset Management in June 2017. Additionally, Josh worked as a Senior Analyst/Developer at Goldman Sachs, focusing on electronic trading for interest rate products, and served as a Technology Analyst at Citi. Josh holds a Bachelor of Science degree in Computer Science and Economics from Rutgers University.
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Flourish
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 options to the client portfolio and expanding advisors’ potential. Our efforts have resulted in partnerships with over 800 RIAs representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.