Flourish
Max Lane currently serves as the Chief Executive Officer of Flourish, a platform dedicated to providing innovative financial product access that aids Registered Investment Advisors (RIAs) in securing clients' financial futures. Since June 2017, Flourish has partnered with over 400 RIAs managing more than $1 trillion in assets through two primary offerings: Flourish Cash and Flourish Crypto. Prior to this role, Max Lane held various positions at Openfolio from November 2015 to June 2017, including Head of Product and Director of Product Strategy, and worked at UBS from September 2012 to November 2015 as a Product Manager. Early career experiences include roles at the Fulbright Association and serving as a Fulbright Scholar from August 2011 to June 2012. Max Lane's educational background includes studies at Troy High School and the University of San Diego.
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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.