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software
Flourish
1 creator use or recommend it
▲ 1 active in the last 90 days
1 use
Last discussed Aug 18, 2026
A cash management platform designed for RIAs that offers high-yield money market accounts for client cash holdings, allowing advisers to keep client cash within the advisory relationship.
Recently discussed in
Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Market...
David Brooks · Aug 18, 2026
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David Brooks
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Used for: Holding client cash in a fee-exempt money market account, enabling advisers to show clients a lower blended fee across all assets
Praised: No AUM fee charged on cash held there; helps advisers demonstrate value of bl...
"We have a money market account with Flourish — a broker-dealer just for RIAs — for cash they don't get billed a fee on. But if the cash is principally protected and they're earning cash on it, we can explain to them, hey, you've got $1.8 million, ..."
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