Check out what's happening with Flourish:
Flourish Crypto Launches Integration with Envestnet | Tamarac
October 6, 2022
The direct, custodial integration, allows RIAs to incorporate Flourish Crypto data into their reporting much like any other asset—from performance to billing—in a simple and secure way. This includes being able to view Flourish Crypto data in their data feed and client portfolios; performance reporting on crypto, billing and regulatory AUM calculations, and financial planning.
Flourish Completes SOC 2 Type 1 Audit
September 23, 2022
The SOC 2 Type 1 certification is confirmation that Flourish’s platform and its services satisfy or exceed the exacting security measures and industry standards across security processes, internal controls, availability, and confidentiality criteria set forth by the American Institute of Certified Public Accountants (AICPA).
Flourish Wins Wealth Management Wealthy Award
September 16, 2022
The Wealthies honor individuals, organizations, and companies providing significant support to financial advisors. In addition to recognition as the leading cryptocurrency provider, Flourish Crypto was also recognized as a finalist for the Most Innovative New Applications category.
Flourish Appoints New CEO
August 23, 2022
Flourish appoints Max Lane as CEO. This change will support future growth and product development. In the 18 months since its acquisition by MassMutual, the Flourish team has doubled in size to more than 60 members and now counts over 440 RIAs on the Flourish platform, with a combined AUM of over $1.4 trillion.
Flourish Crypto Partners with Ric Edelman’s DACFP
June 30, 2022
All RIA clients of Flourish Crypto now have complimentary access to a bespoke introductory course specifically designed to educate advisors about this emerging asset class and to help them become more fluent about blockchain, bitcoin, ethereum, and other digital assets.
Announcing the availability of ETH + compliance resources
Dec. 2, 2021
Wealth Managers Can Now Offer Direct Ethereum and Bitcoin Investing Through Discretionary and Client-Managed Accounts
Flourish engaged Perkins Coie to author a whitepaper: A Regulatory and Compliance Primer for RIAs.
Flourish in the Wall Street Journal
Oct. 22, 2021
Why Your Adviser Might Start Talking Up Bitcoin
“Advisers feel the pressure,” says Ben Cruikshank, head of Flourish, a subsidiary of Massachusetts Mutual Life Insurance Co. “They feel the need to offer things clients are looking for, even if it makes them uncomfortable.”
Announcing the Launch of Flourish Crypto
Sep. 30, 2021
Flourish Launches Flourish Crypto, the turnkey cryptocurrency access solution custom built for RIAs. A direct ownership bitcoin investing platform...
MassMutual to Acquire Fintech Platform Flourish
Dec. 14, 2020
MassMutual and Stone Ridge Asset Management, announced that MassMutual and Stone Ridge Holdings Group...
Buckingham Strategic Wealth Partners with Flourish for Cash Management
Jan. 12, 2020
Flourish Cash powers a cash solution integrated into advisor workflow...
Flourish Cash Announces Connection with eMoney Advisor
Dec. 5, 2019
Flourish Cash, a cash management platform for independent advisors, announced an exciting new data connection with eMoney Advisor...
Flourish Cash Institutional Launches
Nov. 12, 2019
Flourish Cash announced the launch of Flourish Cash Institutional, enabling institutions, businesses, and nonprofit organizations to open Flourish Cash accounts...