Meanwhile, new AI from WealthFeed helps advisors grappling with referral challenges, while OneVest debuts an AI-native platform for small and nimble advisor practices.

New York, Feb. 08, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) improve their clients’ financial ...

Plus, Subatomic debuts an AI chief of staff, Nitrogen earns ISO certification, Zocks enters life insurance and WealthFeed ...

Flourish, a wealthtech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today unveiled Flourish Lending, a residential ...

On Thursday, RIA technology platform Flourish announced its planned acquisition of AI-powered liability-optimization fintech Sora Finance. Processing Content Terms of the deal will not be disclosed, ...

Flourish Technologies, best known to date for its popular cash management technology, Wednesday announced what it is calling "Flourish Annuities," its new platform for RIAs to provide clients access ...

Flourish, a tech platform for advisors, has acquired Sora Financial, an AI-driven limited liability platform for advisors. The deal creates "one of the industry's first comprehensive platforms ...

Strategic Acquisition Brings Mortgage and Liability Optimization Capabilities to Flourish's Leading WealthTech Platform, Helping Independent Advisors Better Compete with Wirehouses and Banks Through ...

Flourish Cash, a division of fintech company Flourish that provides registered investment advisors with access to cash management, announced Friday it is increasing its top-tier annual percentage ...