Our mission

Flourish provides innovative access to financial products that help Registered Investment Advisors secure their clients' financial futures.

Flourish Team

From Cash to Crypto

Independent advisors are committed to helping their clients achieve their financial goals. Flourish is here to help.

In a time when the independent advisors face increasing competition from wire houses to robo-advisors, Flourish helps advisors deliver a comprehensive, modern approach to wealth management.

Flourish is building solutions that are custom-designed for RIAs

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Invite-only

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Secure

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Compliant

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Integrated

Flourish Crypto helps advisors

  • Differentiate
  • Grow
  • Compete
  • Deliver more

Flourish Cash1 and Flourish Crypto,2 the flagship Flourish platform offerings, give RIAs new strategies for delivering more to their clients while keeping assets in their orbit. From Cash to Crypto, the Flourish platform empowers RIAs to offer beautifully designed products that are simple and secure, elevating their brands in a competitive market.

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Flourish by the numbers

2018

Founded

400+

RIAs

$1B+

Assets3

45+

Employees

The feeling is Mutual

Flourish is wholly-owned by

MassMutual Logo

 

Flourish joined MassMutual in February 2021 and operates independently from MassMutual’s existing wealth management and insurance businesses.4 Founded in 1851, MassMutual is one of the largest and most financially stable institutions in the United States. Since the start, MassMutual's singular purpose has been 'to help people secure their future and protect the ones they love.' Our team is deeply aligned with this guiding principle, which is why we're thrilled to have MassMutual’s support.

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Flourish is an online platform through which investors can access financial services and products. The services and products offered through Flourish are provided by different entities and are subject to different terms, investor protections and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Crypto is offered by Paxos Trust Company, LLC (Paxos), a New York limited purpose trust company regulated by the New York Department of Financial Services that provides cryptocurrency custody and execution services for the Flourish Crypto accounts, and Flourish Digital Assets LLC (Flourish Digital Assets), which is registered in New York as a commodity broker-dealer and provides website and other technology services and support for Flourish Crypto accounts. Flourish Financial LLC and Flourish Digital Assets LLC are affiliates, but are not affiliates of Paxos. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information regarding each service and product. If you were introduced or invited to Flourish by a third-party investment adviser or other third party, whose name or logo may be shown above, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment adviser or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in the terms for each service or product. © 2021 Flourish. All rights reserved.

1 A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party banks that have agreed to accept deposits from customers of Flourish Financial LLC (Program Banks). The accounts at Program Banks will pay a variable rate of interest. If you were introduced or invited to Flourish Cash by a third-party investment adviser or other third party, whose name or logo may be shown above, please be aware that, unless otherwise disclosed to you, they are not affiliated with Flourish Financial LLC and will not provide any advisory or brokerage services for your Flourish Cash account or have the authority to provide instructions on your account.

2 Flourish Crypto is a cryptocurrency investment account through which investors can trade cryptocurrencies and maintain custody of cryptocurrencies and U.S. dollars. Custody of Flourish Crypto accounts, including all assets in the accounts, and cryptocurrency trading services are provided by Paxos Trust Company, LLC (Paxos) in accordance with the Paxos Terms.  Paxos is a New York limited purpose trust company regulated by the New York Department of Financial Services.   Website and other technology services and support for Flourish Crypto accounts are provided by Flourish Digital Assets LLC (Flourish Digital Assets) in accordance with the Flourish Crypto Terms.  Flourish Digital Assets is registered in New York as a commodity broker-dealer.  Cryptocurrencies held in Flourish Crypto accounts are not currently eligible for in-kind transfer to other custodians or cryptocurrency wallets.  If a Flourish Crypto account is closed, the customer’s cryptocurrency positions will be liquidated and the customer will receive the U.S. dollar proceeds.  Investing in cryptocurrencies involves a high degree of risk, as further described in the risk disclosures section of the Paxos Terms and the Flourish Crypto Terms.  Flourish Crypto accounts are separate from Flourish Cash accounts and assets in Flourish Crypto accounts are not eligible for protection by the Securities Investor Protection Corporation (SIPC).

3 Assets include Flourish Cash client cash balances held with the Flourish Cash Program Banks and Flourish Crypto client cash and cryptocurrency balances held with Paxos.

4 The Flourish business is owned by Massachusetts Mutual Life Insurance Company ("MassMutual"). Flourish Financial LLC and Flourish Digital Assets LLC are indirect, wholly-owned subsidiaries of MassMutual.