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Max Lane · New York, New York, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Max Lane is Chief Executive Officer of Flourish and a founding member of its team. He helped establish the business within Stone Ridge in 2017 and led product work on Flourish Cash before becoming CEO. Earlier, he worked in UBS's International Private Equity Services team and at investment start-up Openfolio. His company biography lists history and Spanish studies at the University of San Diego and a Fulbright Scholarship.
Experience
Chief Executive OfficerCurrent
Flourish · New York, New York, United States
Aug 2022 – Present
Since 2017, Flourish has been on a mission to help advisors evolve from holistic advice to holistic implementation to more fully serve their clients and improve outcomes. 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 1,000 RIAs representing more than $2.6 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.
Product Manager
Openfolio · New York, United States
Nov 2015 – Jun 2017
Education
- Troy High School
- University of San Diego
Skills
Product ManagementProduct StrategyBusiness InsightsFinTechFinancial ServicesProduct PlanningSQLLucidchartJiraSplunk