Melissa Perry

Head of Business Development

As Head of Business Development, Melissa works with RIAs across the United States. She has 15 years of experience partnering with wealth managers to help them adopt innovative products and technologies. Prior to Flourish, Melissa was one of the first employees at iCapital Network, where she helped build the RIA client base nationally. Prior to iCapital, she was an Institutional Sales Executive at FactSet Research Systems, where she was responsible for growing their footprint on several of the firm’s key accounts.

Melissa holds a BS from Cornell University where she majored in Applied Economics. She is a CFA Charterholder and holds Series 7 and 63 licenses.

Fun Fact: Melissa played varsity tennis in high school and, after a 20 year hiatus, has just restrung her racquet and is ready to get back on the court.

Back

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 Annuities refers to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC (doing business in California under the name Flourish Digital Insurance Agency), and, where applicable, Flourish Financial LLC. Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access. The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. 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. © 2026 Flourish. All rights reserved.