Flourish
HQ Address
2 Park Avenue, 11th Floor, New York, NY 10016, United States
Website Address
Business introduction
Expanding advisor solutions for growth
Flourish helps RIAs grow by evolving from holistic advice to holistic implementation
Thinking outside the portfolio
While good advisors manage the portfolio, great ones help clients reach their financial goals. And Flourish is here to help advisors:
- Differentiate
- Grow
- Compete
- Deliver more
As advisors face increasing competition from wirehouses to robo-advisors, Flourish helps advisors deliver more ways to support their clients' financial lives while keeping assets in their orbit. From Annuities to Cash, Flourish empowers RIAs to offer beautifully-designed solutions that are simple and secure, elevating their brands in a competitive market.
Flourish Solutions
Flourish Annuities
Annuities, reimagined for RIAs Licensed expertise at your service Flourish's Outsourced Insurance Desk (OID) eliminates the need for advisor insurance licensing and provides end-to-end support for new and replacement annuity contracts. Simplified process Digital experience eliminates complex paperwork. Advisors can submit an annuity application or replacement inquiry in as little as 5 minutes. Curated marketplace Fee-based......
business needs
view solutionFlourish Cash
Built for advisors For clients' held-away cash, or for use alongside existing brokerage accounts Branded with your logo at no cost Integrated with key advisor tools Gain visibility into held-away cash Even more FDIC insurance coverage through our Program Banks Clients earn 3.25% APY Even more FDIC coverage With a Flourish Cash account, your clients have access to......
