Latest Flourish News & Updates

See the latest news and media coverage for Flourish. We track all announcements, press releases, and industry mentions in real time, all in one place.

Flourish

Financial technology platform for financial advisors

flourish.com

Headquarters: New York, United States
Founded year: 2017
Company type: Private company
Number of employees: 50–250
Industry: Financial Technology (Fintech)

Last updated October 8

Latest news about Flourish

In short: Flourish hit $8B AUC as Aquiline took a controlling interest, while expanding lending, FDIC coverage, and advisor integrations.

Company announcements

September 2 Flourish

Aquiline invests in Flourish wealthtech platform

MassMutual retains stake; David Canter joins board; deal closes Q4 2026.

March 17 Flourish

Flourish launches lending platform for RIAs

The integrated platform offers competitive mortgage pricing and refinance monitoring to help advisors grow assets.

January 6 Flourish

Flourish announces 2026 roadmap including mortgages and cash expansion

The letter outlines plans for new mortgage services, enhanced Flourish Cash checking capabilities, and improved annuity aggregation tools to drive RIA growth.

April 9, 2025 Flourish

Flourish announces partnership with Carson Group

The deal brings Flourish Cash to Carson's advisors to optimize held-away client funds.

Media coverage

October 8 RIABiz

No sooner does MassMutual sell control of Flourish than it massively buys its cash management services for its 6,000 brokers; odd timing explained by 'plumbing' | RIABiz

The Springfield, Mass., insurer was able to cultivate and flip (most of) the New York City startup faster than it was able to complete the...

September 3 Pulse 2.0

Aquiline To Acquire Controlling Interest In Flourish As Platform Reaches $8 Billion In Assets Under Custody

Aquiline is investing in Flourish, a MassMutual-owned wealthtech platform that provides private-bank-style products to independent registered investment advisors. Following completion, Aquiline will hold a controlling...

October 19, 2024 InvestmentNews

Flourish aims to shake up RIA lending capabilities through acquisition

Flourish will add new capabilities to its RIA tech offering to provide a comprehensive deposits and lending platform, through a planned acquisition of Sora. In...

October 19, 2020 Institutional Investor

The Future of Flourish, a Startup Stone Ridge Just Sold to MassMutual

Stone Ridge Asset Management, an alternative investment manager with more than $10 billion in assets, is selling its RIA-focused startup Flourish to MassMutual. The companies...

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