Strategic Acquisition Brings Mortgage and Liability Optimization Capabilities to Flourish's Leading WealthTech Platform, Helping Independent Advisors Better Compete with Wirehouses and Banks Through ...
NEW YORK, Nov. 20, 2025 (GLOBE NEWSWIRE) -- Flourish, a wealthtech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today ...
Mariner, one of the largest RIAs in the US, has entered an enterprise relationship with Flourish, a wealthtech platform specializing in cash management. The agreement announced Tuesday will make ...
On Thursday, RIA technology platform Flourish announced its planned acquisition of AI-powered liability-optimization fintech Sora Finance. Processing Content Terms of the deal will not be disclosed, ...
Carson Group to Bring Held-Away Cash Solution to its Advisors New York, April 09, 2025 (GLOBE NEWSWIRE) -- Flourish, a platform that helps registered investment advisors (RIAs) grow by evolving from ...
New York, Feb. 08, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) improve their clients’ financial ...
Users of eMoney’s Decision Center tool can now create models to see the impact cash management has on their client’s overall portfolio, the company said. The new capability has been provided through a ...
Flourish, the fintech platform dedicated to helping RIAs improve financial outcomes for clients, is bolstering its support for advisors with a new data integration partnership. The wealth tech ...
"Our goal is to seamlessly integrate Flourish into the systems RIAs are already using today to give valuable time back to advisors,” said Max Lane, Flourish CEO. “Adding Salesforce, the number one CRM ...
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