Flourish

Our partners

Key integration, custody and resource partners help power Flourish.

Integrations 

Flourish partners with leading reporting and planning tools allowing you to seamlessly flow data into the technology systems that you use every day. 

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Redtail an Orion Company
Orion

Powered by a qualified custodian

Flourish Crypto1 provides custody through Paxos Trust Company, a highly-regulated, audited and insured qualified custodian.

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Compliance Resources

Through our partnership with Compliance Solutions Strategies, RIAs have access to comprehensive compliance resources, including ADV language, risk disclosures and more.2

 

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Legal and Privacy

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. © 2023 Flourish. All rights reserved.

1 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).

2 The compliance resources are provided by Compliance Solutions Strategies (CSS), and not Flourish Digital Assets, Paxos or their affiliates. Flourish Digital Assets, Paxos and their affiliates make no representations regarding the adequacy of the resources provided by CSS. RIAs are responsible for seeking their own legal and compliance advice and tailoring the compliance resources to meet their specific needs. Flourish Digital Assets, Paxos and their affiliates do not provide advice to any person or firm regarding their compliance with any laws, regulations or rules.