Flourish is the growth engine for RIAs that empowers advisors to give their clients a private-bank-like experience. Through high-yield cash accounts and exclusive home lending, Flourish helps RIAs unearth new assets, defend against asset loss, and better compete with wirehouses and banks. The platform has driven over $1 billion in net new flows to custodians and holds more than $8 billion in assets under custody. Flourish works with more than 1,300 RIA firms representing over $2.6 trillion in AUM. Flourish is wholly-owned by Massachusetts Mutual Life Insurance Company (MassMutual). For more information, visit www.flourish.com.
| Website | https://www.flourish.com |
| Revenue | $16.8 million |
| Employees | 228 (79 on RocketReach) |
| Founded | 2017 |
| Address | 2 Park Avenue 11th Floor, New York, New York 10016, US |
| Phone | +1 212-257-4757 |
| Industry | Financial Services, Software General, Software |
| Keywords | Advisor Technology Solutions, Financial Advisor Technology, Wealthtech Solutions, Wealth Management Platform, Financial Advisor Crm, Client Portal Software, Investment Management Tools, Digital Advice Platform, Practice Management Software, Financial Planning Software, Financial Planning Tools, Crm For Advisors, Investment Technology Platform, Portfolio Management System, Automated Financial Planning, Client Onboarding Software |
| Competitors | Tableau, Microsoft, Google, Qlik, Domo, Looker, Sisense, Segment, Chartio, Metabase +40 more (view full list) |
| SIC | SIC Code 551 Companies, SIC Code 55 Companies |
| NAICS | NAICS Code 4411 Companies, NAICS Code 44 Companies, NAICS Code 441110 Companies, NAICS Code 441 Companies, NAICS Code 44111 Companies |
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Flourish Questions
The Flourish annual revenue was $16.8 million in 2026.
Max Lane is the CEO of Flourish.
79 people are employed at Flourish.
Flourish is based in New York, New York.
The NAICS codes for Flourish are [4411, 44, 441110, 441, 44111].
The SIC codes for Flourish are [551, 55].
Top Flourish Employees
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Max Lane
Chief Executive Officer at Flourish
New York, NY, US24 -
Ben Cruikshank
President and Chief Commercial Officer at Flourish
New York, NY, US35 -
Josh Owen
CTO at Flourish
New York, NY, US12 -
Victoria Ballantyne
Founder at Flourish
Guildford, GB11 -
Abby Domine
CMO at Flourish
Palo Alto, CA, US33 -
Shane Dartry
Chief Product Officer at Flourish
New York, United States15+ -
Andrew Loyola
VP of Engineering at Flourish
New York, NY, US23 -
Benjamin Cruikshank
President at Flourish
Milton, MA, US14 -
Kate Murray
Chief Compliance Officer, Lead Counsel at Flourish
New York, NY, US11 -
Melissa Perry
Head of Business Development at Flourish
New York, NY, US24
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