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Flourish is an online platform built for financial advisors that provides access to banking, wealth management, and insurance products with a modern digital onboarding experience and direct integrations to core reporting and planning tools. It offers cash-management solutions such as Flourish Buckets and competitive cash yields (e.g., 3.25% APY) plus a fee-based annuities marketplace to help advisors grow client portfolios and AUM. Flourish is expanding its platform, including the acquisition of Sora Finance to add advisor lending, and emphasizes premium advisor support and branding across integrations with major tools.
AI named Flourish Cash from January 2026 to February 2026.