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
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