Max Lane is CEO of Flourish, the growth engine helping RIAs deliver a private-bank-like client experience through high-yield cash and lending solutions. Over the past 18 months, Lane led Flourish through its most significant expansion since the company's founding: growing assets under custody to more than $8 billion, expanding the firm's RIA network to over 1,200 firms representing $2.6 trillion in combined AUM, and launching Flourish Lending, a digital-first mortgage solution built specifically for the advisor channel. Under Lane, Flourish has become the first platform offering RIAs access to both sides of a client's balance sheet, cash and credit, earning adoption from major networks including Focus Financial, Carson Group, and Mariner Wealth Advisors.