Flourish

Financial Software · New York, United States · 51-200 Employees

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Overview

Headquarters

2 Park Ave Fl 11, New York City, New Yor...

Phone Number

(833) 808-5700

Revenue

$51.6 Million

Industry

Financial Software Finance Software Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
3
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About Flourish

Flourish is a financial technology platform designed to help independent financial advisors expand how they serve clients beyond traditional portfolios. It provides secure, compliant, and integrated solutions for cash management and annuities, enabling advisors to deliver modern, client-centric financial experiences. By offering digital-first tools that keep client assets connected to advisors, Flourish helps firms differentiate, grow, and compete while strengthening long-term client relationships.Explore more
Flourish's Social MediaPopular SearchesFlourish Financial LLCFlourish Insurance Agency LLCFlourishadvance LLCFlourish LLCFlourishSIC Code 62,628NAICS Code 52,523Show more

Flourish Org Chart

PhoneEmail
JO
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Chief Technology Officer

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RM
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Chief of Staff

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Benjamin Cruikshank, President & Chief Commercial Officer at Flourish
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President & Chief Commercial Officer

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Vice President, Product

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AL
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Vice President, Engineering

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flourish

$51.6M
51-200
Private
-
2018
JO
Joshua OwenChief Technology Officer
$67.7M
51-200
Private
-
1992
Robert Castaneda, Chief Information Officer at Centaurus Financial
Robert CastanedaChief Information Officer
$66.5M
11-50
Private
-
2003
NK
Nikki KrenkeDirector, Business Operations
$17.4M
11-50
Private
-
1982
$9.7M
51-200
Private
<$5M
1982
<$5M
51-200
Private
-
2016
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Flourish is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Flourish is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Flourish.

Flourish Tech Stack

A closer look at the technologies used by Flourish

Most Recent Scoops

Hiring Plans
Flourish has more open roles in Sales than it has had at any time in the past 6 months.
Hiring Plans
Open Position
Open Position
Open Position
Open Position
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Flourish News & Media

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Top Financial Software Companies

Frequently Asked Questions Regarding Flourish

What is Flourish's official website?
Flourish's official website is www.flourish.com
What is Flourish's Revenue?
Flourish's revenue is $51.6 Million
What is Flourish's SIC code?
Flourish's SIC: 62,628
What is Flourish's NAICS code?
Flourish's NAICS: 52,523
How many employees does Flourish have?
Flourish has 51-200 employees
What industry does Flourish belong to?
Flourish is in the industry of: Financial Software, Finance, Software
What is Flourish competition?
Flourish top competitors include: EnRich Financial Partners, Coulter & Justus, IAA, Centaurus Financial
What companies has Flourish acquired?
Flourish has acquired the companies: Murray Capital Management, MetLife Premier Client Group
What technology does Flourish use?
Some of the popular technologies that Flourish uses are: DocuSign, Eploy, Adobe Activation, Engage ATS
Who is the CTO of Flourish?
Flourish's CTO is Joshua Owen
How do I contact Flourish?
Flourish contact info: Phone number: (833) 808-5700 Website: www.flourish.com
What does Flourish do?

Flourish is a financial technology platform designed to help independent financial advisors expand how they serve clients beyond traditional portfolios. It provides secure, compliant, and integrated solutions for cash management and annuities, enabling advisors to deliver modern, client-centric financial experiences. By offering digital-first tools... that keep client assets connected to advisors, Flourish helps firms differentiate, grow, and compete while strengthening long-term client relationships.Read More

What are Flourish social media links?
Flourish Linkedin page
Is Flourish a public company?
Flourish is private company therefore does not currently have an official ticker symbol
See more information about Flourish

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