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Flourish

In PWD coverage since August 14, 2026 · 8 stories

4Deals on our tracker

Deal recordFull tracker →

Sep 1, 26Deal announcedAquiline Capital Partners — coverage

Sep 1, 26Deal announcedMassMutual · Aquiline — coverage

Sep 1, 26Deal announcedMassMutual · Aquiline — coverage

Jun 29, 26Deal announcedBezos Expeditions · Prometheus · General Intuition · CuspAI · Generalist

PWD coverage

The Close

The private bank hiding in an RIA cash platform

MassMutual's handoff of Flourish turns 1,300 RIA firms into the virtual branches of a private bank whose raw material is adviser cash.

Features · Sep 5Blue Owl names the assets; the blind pool slips

M&A · Sep 4Flourish's PE buyout is a private-bank end run

advisor_note · Sep 3Aquiline's Flourish Deal Puts Cash Sweeps in the Boardroom

Deals & PE · Sep 2The private-markets gateway is now the M&A target

move · Sep 2Aquiline's Flourish deal makes sweep revenue share a boardroom question

M&A · Sep 2Aquiline's Flourish control is a distribution play

Family Office · Aug 14Bezos Expeditions Tops Family Office AI Deals in 2026