Flourish case studies

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


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.


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 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.


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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