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Flourish For Clients

Flourish case studies

Explore our collection of case studies to learn how RIAs find success with Flourish.

How BLBB Advisors leverages Flourish for success

While high interest rates drove client adoption of Flourish Cash, BLBB has recognized the importance of supporting clients with a cash solution regardless of the rate environment.

Beyond the portfolio with RoseRock

How the boutique firm uses technology solutions to maximize efficiency and streamline operations, ultimately allowing them to better serve their clients.

How Thomas Doll serves clients and their businesses

A deep dive into how Thomas Doll supports its clients who own businesses by providing access to Flourish Cash business accounts.

Beyond the portfolio with Halbert Hargrove

How a systematic approach to rolling out Flourish Cash enabled the $2.7B RIA to integrate and scale the cash-management solution.

How Buckingham delivers better financial planning

Buckingham, one of the largest RIAs in the country, began using Flourish Cash in 2019 and has delivered tremendous value to clients, helping them earn millions in interest.

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Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings 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, a New York limited purpose trust company regulated by the New York Department of Financial Services that provides custody and execution services for the Flourish Crypto accounts, and Flourish Digital Assets LLC, registered in New York as a commodity broker-dealer and provides website and other services and support for Flourish Crypto accounts. Paxos is not an affiliate of Flourish. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC, where applicable, and to Flourish Insurance Agency LLC in its capacity as a licensed insurance producer providing insurance services related to such platform. Flourish Insurance Agency LLC does business in California under the name Flourish Digital Insurance Agency. An annuity is an insurance contract. Annuities shown on the platform are sold through Flourish Insurance Agency LLC, a licensed insurance producer, with offices in Jersey City, New Jersey, and are issued by one or more approved licensed life insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash, Flourish Crypto, and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2024 Flourish. All rights reserved.