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
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Flourish Financial Llc
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
- 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tools that assist advisors in managing client financial aspects effectively.
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Funding Insights of Flourish Cash
- Total Funding Total Funding
- Total Rounds 1
- Last Round Grant — $185,858
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First Round
First Round
(01 May 2017)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2017 | Amount | Grant - Flourish Cash | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Flourish Cash
Flourish Cash has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include MassMutual and HHS. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Public health and human services are overseen by HHS.
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Founded Year | Domain | Location | |
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Mutual life insurance company
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Flourish Cash
Flourish Cash has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Sora Finance. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| 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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2021 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Flourish Cash
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Flourish Cash Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| domain | founded_year | HQ Location |
Digital private wealth management platform for individuals
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| domain | founded_year | HQ Location |
Cloud-based solutions are offered for wealth management and financial advising.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Flourish Cash
Frequently Asked Questions about Flourish Cash
When was Flourish Cash founded?
Flourish Cash was founded in 2018.
Where is Flourish Cash located?
Flourish Cash is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Flourish Cash?
Max Lane is the current CEO of Flourish Cash.
What does Flourish Cash do?
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.
Who are the top competitors of Flourish Cash?
Flourish Cash's top competitors include Addepar, Delta Capita and sei.
What products or services does Flourish Cash offer?
Flourish Cash offers Financial Tools.
How many acquisitions has Flourish Cash made?
Flourish Cash has made 1 acquisition, including Sora Finance.
Who are Flourish Cash's investors?
Flourish Cash has 2 investors. Key investors include MassMutual, and HHS.
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