Flourish

HQ
New York
Total Offices: 2
110 Total Employees
Year Founded: 2017
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Flourish Company Growth, Stability & Outlook

Updated on August 31, 2026

What People Are Saying About Flourish

  • Resilient & Sustainable Growth: Reported assets under custody and the number of RIA firms rose from over $4.1B and 700+ firms (Jan 2024) to $6B and 900+ RIAs (Dec 2024), with $7B cited by Mar 2025. These sequential milestones indicate steady platform momentum into 2025.
  • Product Line Growth: The company launched Flourish Annuities in 2024, expanded it in 2025 to include RILAs, FIAs, VAs, and optional GLWBs, and plans to add lending in 2026 after acquiring Sora Finance. Direct deposit and bill pay for Flourish Cash rolled out in 2026, broadening utility beyond cash.
  • Investor Backing & Capital Strength: Operations are supported by ownership under Massachusetts Mutual Life Insurance Company (MassMutual), with references to SEC/FINRA-registered entities. This parent backing and regulatory posture provide credibility important for cash and insurance programs.