Flourish provides solutions for financial advisors, focusing on products across banking, wealth management, and insurance.

Flourish

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President

Ben Cruikshank

Josh Owen

Chief Executive Officer

Max Lane

VP of Engineering

Andrew Loyola

Director of Business Development

Alec Strain

Head - Product & Curation

Manjari Bansal

Head of Product

Maxwell Lane

Sales and Support

Melissa Perry

Marketing and Product

Shane Lapsys

Finance and Administration

Christopher St. Armand

Founder and CEO

Greater New York Area Acquired Companies With Fewer Than 100 Employees

City of New York Companies With More Than $1M in Revenue (Top 10K)

Financial Services Acquired Companies With Less Than $10M in Revenue

Northeastern US Acquired Companies With Fewer Than 100 Employees

Flourish is a fintech platform for registered investment and financial advisers. The platform provides digitally enabled products and services to RIAs through various modules, including an established cash management offering, Flourish Cash. It improves financial lives and retirement outcomes and delivers new and innovative investment options. 

Flourish is based in New York, NY, USA.

New York

United States

North America

Genstar Capital makes majority investment in clinical trials specialist Flourish Research

Flourish Announces Expanded Integration with eMoney Advisor

Omidyar’s exit won’t impact Flourish’s India plans: Tilman Ehrbeck

Flourish RIA Fintech Hits $5 Billion AUC Milestone

Aspida and Flourish Announce Partnership to Distribute Aspida Annuities

Flourish announces Flourish Annuities

Flourish Cash Announces Fourth Increase in FDIC Insurance Coverage This Year

Flourish Cash Announces Increase in FDIC Insurance Coverage

Flourish Cash Wins WealthManagement.com Industry Award for Outstanding Achievement in Cash Optimization

Flourish Cash increases FDIC coverage, interest rate to meet advisor demand

Canada

Indonesia

Asia

Turkey

Europe

Sweden

HTML5

Lead Flows

Wordpress

Office 365

Amazon Route 53

HubSpot Marketing Hub

Amazon EC2

F5 NGINX

Cloudflare CDN

news_impact_assignment_basic

key_people

merger_acquisitions

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public_peers

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legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

industry_trends_dossier

company_summary

events

network_mapping

transactions_dossier

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financial_statements

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crunchbase_profile

li_profile

financials_download_nd

private_financials

swot_analysis

financial_legal_advisories

company_structure

industry_analysis

financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

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valuation

news impact assignment basic	general
public peers	general	Oct 26, 2024 11:28 AM	2334c331
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Oct 26, 2024 11:28 AM	71f8eebe
crunchbase trigger	general	Nov 25, 2024 9:09 AM	2031e37e
crunchbase profile	general	Nov 25, 2024 11:50 AM	113943e4
li profile	general
translate crunchbase fundingrounds	general	Nov 25, 2024 1:55 PM	756665c9
peers	general	Oct 26, 2024 11:28 AM	a200c802
news basic	general	Oct 26, 2024 11:28 AM	e96aa9e5
bundesanzeiger	filings
financials download nd	financials
private financials	financials

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