About Flourish Cash
Flourish Cash is a company based in New York (United States) founded in 2018 was acquired by MassMutual in December 2020. Flourish Cash has completed 1 acquisition, including Sora Finance. Flourish Cash offers products and services including Financial Tools. Flourish Cash operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Centricity, among others.
- Headquarter New York, United States
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Sectors
Technology
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Flourish Financial Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
$185.86 K (USD), Grant
May 01, 2017
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Investors
MassMutual
& 1 more
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Employee Count
Not available
- Investments & Acquisitions
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Acquired by
MassMutual
(Dec 14, 2020)
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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.
People of Flourish Cash
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Funding Insights of Flourish Cash
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 |
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Public health and human services are overseen by HHS.
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Locked | Locked | Locked | |
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Mutual life insurance company
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Locked | Locked | Locked |
Investor details for Flourish Cash
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Investments & Acquisitions by Flourish Cash
Flourish Cash has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Sora Finance.
Investment portfolio details for Flourish Cash
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Debt optimization software is provided by Sora Finance for advisors.
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Locked | Locked | 2021 | Locked |
Complete acquisition details for Flourish Cash
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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Financial Statements - Flourish Cash
Detailed financials for Flourish Cash
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Flourish Cash Comparisons
Peer comparison for Flourish Cash
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Competitors of Flourish Cash
Flourish Cash operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, sei, Avaloq, 360 One and Centricity, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are delivered for investment advisors.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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| Locked | Locked | Locked |
Asset and wealth management software is provided for businesses.
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| Locked | Locked | Locked |
Digital private wealth management platform for individuals
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| Locked | Locked | Locked |
Cloud-based solutions are offered for wealth management and financial advising.
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Detailed competitors of Flourish Cash
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Latest news on 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 current CEO of Flourish Cash.
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's top competitors include Addepar, Delta Capita and sei.
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.