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Company · Wealth insurance advisor software

InvestorFlow

As of 30 October 2026, InvestorFlow has 10 open roles (0 new in 30 days), its software engineering team is hiring most, and its postings name Amazon Web Services, Docker and GitHub Actions as the tools the team works in.

As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

San Francisco, United States51-200 employees10M-50M revenue, est.B2Binvestorflow.com ↗LinkedIn ↗
Headquarters
San Francisco, California, United States
Employees
51-200 employees (linkedin)
Sells to
private equity firms, real assets teams, private credit managers
Certifications on site
SOC 2
Site languages
EN
Career system
Lever
10open roles · 0 new in 30 days
14tools named in postings
DO, United Kingdomhiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

InvestorFlow in one screen

Read from investorflow.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What InvestorFlow does

InvestorFlow is a software platform for private markets firms that provides capital formation, capital deployment, and investor services applications. Its offerings include a CRM and investor portal with AI insights, auto-generated target lists, and deal sourcing and execution tools. It is used by private equity, real assets, and private credit teams.

crm and investor portalai insightsdigital experiencesauto-generated target listsdeal sourcing and execution
Whom it sells to

Named on the site: private equity firms, real assets teams, private credit managers, fundraising teams, deal teams.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 590 scored.

Dynamo SoftwareUnited States · 201-500 employeesShareFileUnited States · 5001-10000 employeesIrwinUnited States · 51-200 employeesFlowwUnited Kingdom · 51-200 employeesHelmUnited States · 51-200 employeesQLUUnited States · 51-200 employees
03Tech stack, with the evidence

What InvestorFlow says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Amazon Web ServicesSoftware engineering · high confidence · 4 postings
Azure is our primary platform, with a supporting AWS and Snowflake footprint.
Director of DevOps & SRE · first seen 2026-08-25
DockerSoftware engineering · high confidence · 4 postings
• Deploy and manage complex containerized application deployments using Docker & Kubernetes at scale
DevOps Engineer · first seen 2026-08-25
GitHub ActionsSoftware engineering · high confidence · 4 postings
• Build and optimize CI/CD pipelines using GitHub Actions and Azure DevOps for multiple teams and complex workflows
DevOps Engineer · first seen 2026-08-25
KubernetesSoftware engineering · high confidence · 4 postings
• Deploy and manage complex containerized application deployments using Docker & Kubernetes at scale
DevOps Engineer · first seen 2026-08-25
Microsoft AzureSoftware engineering · high confidence · 4 postings
Azure is our primary platform, with a supporting AWS and Snowflake footprint.
Director of DevOps & SRE · first seen 2026-08-25
TerraformSoftware engineering · high confidence · 4 postings
Terraform practice and standards that standardise provisioning and reduce manual, ticket-driven infrastructure work.
Director of DevOps & SRE · first seen 2026-08-25
GrafanaSoftware engineering · high confidence · 3 postings
SLO/SLA and monitoring strategy across Grafana and our wider observability tooling, building alert coverage that is meaningful rather than noisy.
Director of DevOps & SRE · first seen 2026-08-26
Azure DevOpsSoftware engineering · high confidence · 2 postings
• Build and optimize CI/CD pipelines using GitHub Actions and Azure DevOps for multiple teams and complex workflows
DevOps Engineer · first seen 2026-09-17
Google CloudSoftware engineering · high confidence · 2 postings
• Contribute to cloud infrastructure optimization initiatives across multiple environments (Azure/AWS/GCP)
DevOps Engineer · first seen 2026-09-17
Oracle NetSuiteFinance & accounting · high confidence · 2 postings
• Coordinate payment scheduling and ensure approved transactions are accurately integrated into the general ledger system (NetSuite in the US and Xero in the UK).
Accountant · first seen 2026-09-17
SQLhigh confidence · 2 postings
• Work with data from SQL (MS-SQL server) and NoSQL (MongoDb) databases and external APIs.
Mid-Level Full-Stack Software Engineer · first seen 2026-04-15
Auth0Software engineering · high confidence · 1 posting
Enterprise directory services, role-based and privileged access controls, Auth0 machine-to-machine credentials, and least-privilege access across engineering and QA.
Director of DevOps & SRE · first seen 2026-08-26
Snowflakehigh confidence · 1 posting
Azure is our primary platform, with a supporting AWS and Snowflake footprint.
Director of DevOps & SRE · first seen 2026-08-26
XeroFinance & accounting · high confidence · 1 posting
• Coordinate payment scheduling and ensure approved transactions are accurately integrated into the general ledger system (NetSuite in the US and Xero in the UK).
Accountant · first seen 2026-09-17
On the website or in DNS

Vendors whose code loads on investorflow.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

10 open roles, 7 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring software engineering in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at InvestorFlow, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add InvestorFlow to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like InvestorFlow

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 590 scored.

Dynamo SoftwareWealth insurance advisor software · United States201-500 employees
ShareFileDocument management automation · United States5001-10000 employees
IrwinWealth insurance advisor software · United States51-200 employees
FlowwRetail investment brokerages · United Kingdom51-200 employees
HelmCompliance grc software · United States51-200 employees
QLUAI recruiting talent software · United States51-200 employees
07Profile

From the company's own website

Legal nameInvestorFlow
IndustryTechnology & software · Wealth insurance advisor software
Offeringscrm and investor portal · ai insights · digital experiences · auto-generated target lists · deal sourcing and execution
Target customersprivate equity firms · real assets teams · private credit managers · fundraising teams · deal teams
Geographic scopeunknown · also Canada
Reviews found
Public contact points2 role addresses · 2 phone numbers
Pages readprivacy, terms, team, machinery, home, contact, services
Datescrawled 2026-08-07 · profiled 2026-08-16 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

InvestorFlow (San Francisco, United States, 51-200 employees) has 10 open roles, 0 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/investorflow.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from investorflow.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Lever career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

InvestorFlow: questions

Does InvestorFlow use Amazon Web Services?

Yes, by the company's own words: 4 postings name it, first seen 2026-08-25, in the software engineering team.

Is InvestorFlow hiring?

10 open roles as of 30 October 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is software engineering.

Where does this profile come from?

From investorflow.com itself: we crawled it on 2026-08-07, built the profile on 2026-08-16, and read its career site (Lever) hourly since. Headcount is from LinkedIn.

Who should I write to at InvestorFlow?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 2 public role addresses from the site are there too.

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