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Flourish

In network coverage since August 14, 2026 · 15 stories

7Deals on our tracker

Deal recordFull tracker →

Oct 12, 26Deal announcedMassMutual — coverage

Oct 7, 26Deal announcedMassMutual — coverage

Sep 1, 26Deal announcedAquiline · MassMutual — coverage

Sep 1, 26Deal announcedAquiline · MassMutual — coverage

Sep 1, 26Deal announcedAquiline · MassMutual — coverage

Sep 1, 26Deal announcedAquiline Capital Partners — coverage

Jun 29, 26Deal announcedPrometheus · General Intuition · CuspAI · Generalist · Bezos Expeditions

Network coverage

Features

Schwab's RIA long-short margin loans average $51.4 billion; MassMutual adds securities-backed credit

Schwab's RIA custody unit drew $120.1 billion of the record $190.4 billion in net new assets.

practice · Oct 15MassMutual launches securities-backed credit line through Supernova Lending

RIA · Oct 15MassMutual launches securities-backed credit line with Supernova as lender

portfolio · Oct 12MassMutual makes Flourish Cash available to its advisor network

RIA · Oct 8Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals

practice · Oct 6Aquiline buys control of Flourish from MassMutual as Phase II lending rollout nears

Features · Sep 9Vanguard's trillion-dollar rollover pipeline

The Close · Sep 5The private bank hiding in an RIA cash platform

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

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