Flourish
This role is responsible for owning Flourish's email marketing channel end-to-end, working closely with marketing, product, design, sales, legal, and data teams. The position reports to the Head of Marketing Analytics and focuses on improving campaign effectiveness through analytics, testing, and technology management. The role sits within the marketing organization supporting product lines that serve independent RIAs.
Headquarters
New York, New York, United States
Company Size
51-200 employees
Founded
2017
Flourish builds a client experience and financial planning platform that helps financial advisors improve client outcomes by enabling holistic advice beyond investment portfolios. Their tools let advisors aggregate client financial data, manage cash flow, budgets, goals and planning workflows, and deliver an interactive client-facing portal—integrating with Plaid and major advisor systems and custodians. By combining data aggregation, integrations, and scalable advisor workflows, Flourish helps firms deepen client relationships and expand services beyond traditional wealth management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Flourish.
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