Flourish - M&A Summary and Business Overview

Business ServicesCompany

Flourish M&A Summary

Flourish has acquired 1 company, including 1 in the last 5 years.

Flourish has acquired in 1 US state. The Company’s most targeted sectors include information technology (100%).

Flourish Business Overview

Where is Flourish headquartered?

Flourish is headquartered in New York, New York.

What sector is Flourish in?

Flourish is a business services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Flourish

Flourish Financial LLC

2 Park Avenue, 11th Floor,
New York, New York 10016
United States,
(833) 808-5700
www.flourish.com

Flourish is a platform that helps registered investment advisors (RIAs) in building technology to empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. It supports more than $7 billion in assets under custody and is used by more than 900 wealth management firms representing more than $1.6 trillion in assets under management. Flourish is based in New York, New York.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1
+1000.20.40.60.81-0.4-0.21.21.40

Most Recent M&A

Company Date Value Type
SoraFinance, Inc. 2025-03-20 - Add-on Acquisition
San Francisco, California · www.sorafinance.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  California 1 - - -
Total 1 - - -

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