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March 17, 2026 09:00 ET | Source: Flourish

Flourish Launches Lending Platform to Help RIAs Compete With Wirehouses on Mortgages

Flourish launches Lending, mortgage platform for RIAs, offering exclusive rates and cobranded tools to compete with banks and wirehouses for client assets.
March 20, 2025 09:00 ET | Source: Flourish

Flourish to Acquire Sora Finance, Creating First Comprehensive Deposits and Lending Platform for RIAs

New York, March 20, 2025 (GLOBE NEWSWIRE) -- Flourish, a platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today announced...