Flourish to Acquire Sora Finance to Build Comprehensive Deposits and Lending Platform for RIAs
March 20, 2025
Flourish, a technology platform for registered investment advisors (RIAs), entered into a definitive agreement to acquire Sora Finance, an AI-driven liability optimization platform for advisors. The combined offering is intended to provide RIAs with integrated asset and liability management, including cash management plus lending capabilities.
- Buyers
- Flourish
- Targets
- Sora Finance
- Industry
- Payments & Fintech
- Location
- United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Sovos Acquires Flowie
October 2, 2026
Cloud & SaaS
Sovos acquired Flowie, whose AI-powered finance and procurement orchestration platform automates workflows including accounts payable, invoicing, collections, and supplier onboarding. The combination integrates Flowie’s agents with Sovos’ tax compliance and regulatory data to provide businesses with automated finance processes designed to remain compliant across jurisdictions.
-
Aquiline to Invest in Flourish, a Wealthtech Platform for Independent Advisors
September 2, 2026
Financial Services
Aquiline entered into a definitive agreement to invest in Flourish, a wealthtech platform owned by MassMutual that provides private-bank-like solutions for Registered Investment Advisors (RIAs). The transaction is expected to close in Q4 2026, with Aquiline acquiring a controlling interest while MassMutual retains a significant stake.
-
SoFi Acquires Peach Finance to Expand Lending Infrastructure
May 25, 2026
Financial Services
SoFi is acquiring Peach Finance, a fintech infrastructure company focused on lending technology. The deal will integrate Peach into SoFi’s Technology Solutions organization to broaden its platform for loan processing, banking core and ledgering, payments, and risk and fraud capabilities.
-
Telos Labs Acquires Flourish Fi
January 29, 2026
Payments & Fintech
Telos Labs, a Berkeley-based digital product studio focused on AI and fintech, has acquired Flourish Fi, a behavioral loyalty and financial-engagement platform. The deal brings Flourish's behavioral data models and engagement platform into Telos' AI and fintech practice, with Flourish co-founder Pedro Moura joining Telos as an Operating Partner to continue supporting existing clients.
-
Flourish Research Acquires Merritt Island Medical Research
December 15, 2023
Healthcare Services
Flourish Research, a multi‑site clinical research platform backed by NMS Capital, has acquired Merritt Island Medical Research (MIMR) in Merritt Island, Florida. The deal is an add‑on to Flourish's platform (its tenth acquisition) and strengthens its neuroscience clinical research capabilities; MIMR's founders and leadership will remain with the site.
-
Rapid Finance Acquires Digital Lending Platform Provider Thrive
October 3, 2022
Financial Services
Rapid Finance has acquired digital lending platform provider Thrive and folded the business into its new Rapid Finance Technology unit to accelerate digital lending capabilities. The Thrive platform provides end-to-end origination, underwriting, decisioning and servicing tools for banks, non-bank lenders and credit unions, and the acquisition supports Rapid Finance's effort to modernize and expand its technology-driven lending solutions.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.