Max Lane

CEO

A founding member of the Flourish team, Max is passionate about financial technology and its ability to help more Americans secure their financial futures and has spent his career developing solutions to further this goal. Max began his career in wealth management with the International Private Equity Services team at UBS, and then joined Openfolio, a personal investing startup later acquired by Stone Ridge Holdings Group. In 2017 Max was part of the team within Stone Ridge that created Flourish.

As a head of the product group, Max has been a key driver of the development and launch of Flourish Cash and Flourish Crypto, leading cross-functional teams from strategy to execution. As CEO, Max continues to lead Flourish in building technology solutions for RIAs to help them better serve their clients.

Max holds a degree in History and Spanish from the University of San Diego and was the recipient of a Fulbright Scholarship to study in Madrid.

Fun fact: When not in the office, Max can be found trying new restaurants, running, and supporting Manchester United.

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Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Crypto is offered by Paxos Trust Company, LLC, a New York limited purpose trust company regulated by the New York Department of Financial Services that provides custody and execution services for the Flourish Crypto accounts, and Flourish Digital Assets LLC, registered in New York as a commodity broker-dealer and provides website and other services and support for Flourish Crypto accounts. Paxos is not an affiliate of Flourish. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC, where applicable, and to Flourish Insurance Agency LLC in its capacity as a licensed insurance producer providing insurance services related to such platform. Flourish Insurance Agency LLC does business in California under the name Flourish Digital Insurance Agency. An annuity is an insurance contract. Annuities shown on the platform are sold through Flourish Insurance Agency LLC, a licensed insurance producer, with offices in Jersey City, New Jersey, and are issued by one or more approved licensed life insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash, Flourish Crypto, and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2024 Flourish. All rights reserved.