About Flourish Cash
Flourish Cash is a Technology company based in New York (United States) founded in 2018, and was acquired by MassMutual in December 2020. Digital platform providing financial advisors with access to financial services and products. Flourish Cash has completed 1 acquisition, including Sora Finance. Its chief executive, as recorded, is Max Lane. Its website flourish.com draws about 154 thousand monthly visits. Flourish Cash offers products and services including Financial Tools. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is Flourish Financial LLC. Its competitors include Addepar, sei and Envestnet; 1 of its 3 listed competitors has raised funding.
Company details
Flourish Cash was founded in 2018 and is based in New York, United States. A digital platform is operated in the fintech sector to offer financial advisors access to various services and products. Direct integrations with custodial systems, reporting tools, and planning software are facilitated. Advisors are supported in managing clients financial needs while retaining asset oversight. Registered Investment Advisors are equipped with straightforward, secure solutions tailored to their operations.
- Headquarters New York, United States
- Stage Acquired
- SectorsTechnology
- Website category Hobbies and Leisure · Crafts
- Email••••••••
- Phone•••• ••••
- Website flourish.com
- Social LinkedIn X
- Acquired by MassMutual (Dec 2020)
- Legal Name Flourish Financial Llc
- Latest Funding Round$185.86K (USD), Grant
May 2017
- InvestorsMassMutual
& 1 more
- Investments & Acquisitions
- Acquired byMassMutual
(Dec 2020)
Products & Services of Flourish Cash
Flourish Cash offers a comprehensive portfolio of products and services, including Financial Tools.
Tools that assist advisors in managing client financial aspects effectively.
Funding Insights of Flourish Cash
- Total Rounds 1
- Last Round Grant — $185,858
- First Round $185,858
(May 2017)
- Investors Count 1
All 1 funding rounds of Flourish Cash with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2017 | $185,858 | Grant | – | – |
2 investors in total: 2 institutional.
Investors in Flourish Cash
Flourish Cash has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include MassMutual and HHS.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Public health and human services are overseen by HHS. | 1953 | hhs.gov | ||
Mutual life insurance company | 1851 | massmutual.com | Springfield, United States |
Investor details for Flourish Cash
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Flourish Cash
51 people are tracked at Flourish Cash (15 in leadership, 36 in team).
| Name | Role | Group |
|---|---|---|
Max Lane | CEO | Leadership |
Ryan Milligan | Chief Of Staff | Leadership |
Stephanie Sado Smith | Deputy Head Of Legal | Leadership |
Shane Lapsys | Head Of Product Management | Leadership |
Josh Grossberg | Director Of Business Development | Leadership |
Lane C. | Design Director | Leadership |
Kate Murray | Chief Compliance Officer, Lead Counsel | Leadership |
Josh Owen | CTO | Leadership |
Patrice Kiely | Head Of People & Culture | Leadership |
Brandon Anderson | Head Of Strategic Partnerships | Leadership |
John Castiglione | Head Of Legal | Leadership |
Alec Strain | Director Of Business Development | Leadership |
Andrew Loyola | VP Of Engineering | Leadership |
Melissa Perry | Head Of Business Development | Leadership |
Abby Domine | CMO | Leadership |
James Davis | Strategic Partnerships | Team |
Rohit Agarwal | GM Flourish Lending, SVP | Team |
Nick Benevento | Software Engineer | Team |
Adam Cantwell | Senior Quality Assurance Tester | Team |
Miguelle Reynolds | QA Tester | Team |
31 more people are available in the full profile.
Complete people profiles for Flourish Cash
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by Flourish Cash
Flourish Cash has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Sora Finance.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Debt optimization software is provided by Sora Finance for advisors. | sorafinance.com | San Francisco, United States | 2021 | Mar 2025 | •••• |
Complete acquisition details for Flourish Cash
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Flourish Cash
4 dated milestones of Flourish Cash across 8 years, from founding to its latest funding, stage changes and deals.
- Funding First funding round of $186K.
- Founded Flourish Cash is founded.
- Exit Acquired by MassMutual.
- Acquisition Acquires Sora Finance.
Competitors of Flourish Cash
Flourish Cash has 3 listed competitors in our database, 1 of them funded. They include Addepar, sei and Envestnet.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | 5,061 | Wealth and investment management solutions are offered to institutional investors. | ||
| envestnet.com | 1999 | Berwyn, United States | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. |
Detailed competitors of Flourish Cash
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- Full competitor set
- Operating metrics
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Web traffic of Flourish Cash
The website of Flourish Cash (flourish.com) receives about 153.7K visits a month and ranks #252,001 among all websites worldwide, #1,752 in Crafts.
- Monthly visits153.7K
▲ 29% vs previous month
- Unique visitors40.2K
per month
- Global rank#252,001
among all websites
- Category rank#1,752
Hobbies and Leisure · Crafts
- Bounce rate25%
- Pages per visit4.5
- Average visit3 min 47 sec
- DevicesDesktop 72% · Mobile 28%
Websites whose visitors overlap most with Flourish Cash. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
bobestrin.com | bobestrin.com | 100% | – | ||
craftsmanspace.com | craftsmanspace.com | 90% | #586,080 | – | |
propanels.com | propanels.com | 84% | #2,181,375 | – | |
artdisplaycentral.com | artdisplaycentral.com | 34% | – | ||
hutshop.com | hutshop.com | 33% | #9,105,830 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 18 similar websites and full traffic analytics for Flourish Cash
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- 18 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Flourish Cash (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Flourish Cash
Complete news archive for Flourish Cash
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Frequently Asked Questions about Flourish Cash
Flourish Cash was founded in 2018.
Flourish Cash is headquartered in New York, United States. It is registered at New York, New York, United States.
Max Lane is the CEO of Flourish Cash, as recorded in our data.
Flourish Cash was founded in 2018 and is based in New York, United States. A digital platform is operated in the fintech sector to offer financial advisors access to various services and products. Direct integrations with custodial systems, reporting tools, and planning software are facilitated. Advisors are supported in managing clients financial needs while retaining asset oversight. Registered Investment Advisors are equipped with straightforward, secure solutions tailored to their operations.
Flourish Cash offers Financial Tools.
Flourish Cash has made 1 acquisition, including Sora Finance.
Flourish Cash has 2 investors. Key investors include MassMutual, and HHS.
Flourish Cash operates through Flourish Financial Llc.
Yes. Flourish Cash was acquired by MassMutual in December 2020.
The website of Flourish Cash receives about 154 thousand visits a month and ranks #252,001 among all websites worldwide.