Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives. Through innovative technology, we give advisors access to new horizons, bringing additional options to the client portfolio and expanding advisors’ potential. Our efforts have resulted in partnerships with over 800 RIAs representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.
| Website | https://www.flourish.com |
| Revenue | $16.8 million |
| Employees | 168 (111 on RocketReach) |
| 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 | Microsoft, Google, Domo, Tableau, Qlik, Segment, Sisense, Looker, Metabase, Chartio +39 more (view full list) |
| SIC | SIC Code 551 Companies, SIC Code 55 Companies |
| NAICS | NAICS Code 441110 Companies, NAICS Code 44111 Companies, NAICS Code 441 Companies, NAICS Code 44 Companies, NAICS Code 4411 Companies |
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Flourish Questions
The Flourish annual revenue was $16.8 million in 2026.
Max Lane is the CEO of Flourish.
111 people are employed at Flourish.
Flourish is based in New York, New York.
The NAICS codes for Flourish are [441110, 44111, 441, 44, 4411].
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, US25 -
Josh Owen
CTO at Flourish
New York, NY, US12 -
Abby Domine
CMO at Flourish
Palo Alto, CA, US33 -
Victoria Ballantyne
Founder at Flourish
Guildford, GB11 -
Shane Dartry
Chief Product Officer at Flourish
New York, United States1 -
Andrew Loyola
VP of Engineering at Flourish
New York, NY, US23 -
Benjamin Cruikshank
President at Flourish
Milton, MA, US24 -
Melissa Perry
Head of Business Development at Flourish
New York, NY, US24 -
Patrice Kiely
Head of People and Culture at Flourish
New York, NY, US24
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