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  6. Flourish Acquires SoraFinance

M&A Deal Summary

Flourish Acquires SoraFinance

On March 20, 2025, Flourish acquired information technology company SoraFinance

Acquisition Highlights
  • This is Flourish’s 1st transaction in the Information Technology sector.
  • This is Flourish’s 1st transaction in the United States.
  • This is Flourish’s 1st transaction in California.

M&A Deal Summary
Date 2025-03-20
Target SoraFinance
Sector Information Technology
Buyer(s) Flourish
Deal Type Add-on Acquisition

Target

SoraFinance

San Francisco, California, United States
SoraFinance is an AI-driven debt financing and management platform (consumer and small business) empowering advisors and their clients. It is an easy-to-use software that helps financial advisors visualize, analyze, and act to optimize your client's debt. The company's AI debt optimization software helps 350+ financial advisors wow clients and win proposals. SoraFinance is based in San Francisco, California.

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Buyer(S) 1

Buyer

Flourish

New York, New York, United States
Category Company
Sector Business Services
DESCRIPTION

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.

DEAL STATS #
Overall 1 of 1
Sector (Information Technology) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (California) 1 of 1
Country (United States) 1 of 1
Year (2025) 1 of 1
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