Flourish Launches Mortgage Platform for Advisors
Flourish Launches Mortgage Platform for Advisors
Publish Date: 2026-03-20 10:51:00
Source Domain: www.wealthmanagement.com
- Flourish, known for its cash management features, has introduced Flourish Lending to help independent advisors compete against banks and wirehouses that use mortgage rate incentives.
- Flourish Lending offers digital mortgage services including refinancing, cash-out refinancing, and new home purchase loans of up to $10 million.
- This product is currently licensed in over 20 states, with plans for nationwide availability within a year, and is part of Flourish’s efforts to attract clients by addressing the need for mortgages.
- Subatomic has launched Concierge, an AI system that functions as a chief of staff to guide workflows across a wealth management firm, optimizing administrative tasks.
- Nitrogen has achieved ISO 42001 certification, making it the first wealthtech company to receive the standard for AI Governance, showcasing its responsible management of AI systems.
- Zocks has extended its AI assistant capabilities to the life insurance market, automating documentation and operational processes for life insurance professionals.
- WealthFeed has introduced a “Warm Introduction” feature designed to assist advisors in identifying prospects connected via their existing networks from a database of over 100 million profiles.
