Flourish
New York, NY
WealthTech platform for RIAs offering cash, annuities, lending
About
Flourish builds a platform for registered investment advisors (RIAs) to implement holistic financial plans with products like cash management, fee-based annuities, and mortgage lending. It serves RIAs by providing digitally-native solutions that increase AUM, defend assets, and improve client outcomes. Wholly-owned by MassMutual since 2021, it supports over $8B in assets and 1100+ firms.
Tech stack
Python, Kubernetes, Java, Kotlin, TypeScript, Postgres, Redis, Redshift, BigQuery, Django, pandas, DynamoDB, Docker
Perks & benefits
Health insurance, Dental insurance, Vision insurance, 401k match, Unlimited PTO
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4Flourish
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Sources and qualifies leads through high-volume outbound email and phone outreach, schedules meetings for the business development team, and researches new markets. Requires bachelor's degree, 1+ years experience, FINRA Series 7 license, and finance/technology background.