Orion and Flourish today announced an expanded integration that helps advisors bring client cash more fully into the wealth ...

Flourish Technologies, best known to date for its popular cash management technology, Wednesday announced what it is calling "Flourish Annuities," its new platform for RIAs to provide clients access ...

Strategic Acquisition Brings Mortgage and Liability Optimization Capabilities to Flourish's Leading WealthTech Platform, Helping Independent Advisors Better Compete with Wirehouses and Banks Through ...

Flourish, a tech platform for advisors, has acquired Sora Financial, an AI-driven limited liability platform for advisors. The deal creates "one of the industry's first comprehensive platforms ...

Flourish, a technology platform serving registered investment advisors, best known to date for its cash management features, has entered into a definitive agreement to acquire the AI-powered liability ...

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 what the fintech hopes will be a ...

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 announced the deal on ...

On Tuesday, advisor tech provider Flourish launched a residential mortgage platform aimed at helping RIAs prevent asset outflows to banks and wirehouses during home financing decisions. Processing ...

Flourish Cash, a division of fintech company Flourish that provides registered investment advisors with access to cash management, announced Friday it is increasing its top-tier annual percentage ...