Aquiline Capital Partners invests in Flourish

SEPTEMBER 2, 2026

Aquiline Capital Partners invests in Flourish (MassMutual)

TARGET

Cash management, annuities, and home-lending software platform built exclusively for independent registered investment advisors, enabling them to offer private-bank-like balance-sheet solutions to their clients.

Ownership	PE-backed · MassMutual (prior owner)
Headcount	~208 FTEs
Headquarters	New York, New York
Leadership	Max Lane, Chief Executive Officer
Sell-side advisor	Wells Fargo

INVESTOR

Aquiline Capital Partners

Private investment firm focused on financial services and technology businesses.

Headquarters	New York, New York
Deal team	Charles Janeway
Buy-side advisor	—

Share deal Copy details View press release ↗

Aquiline Capital Partners -> Flourish  (2026-09-18)
growth_investment | FinTech | announced
Target: Cash management, annuities, and home-lending software platform built exclusively for independent registered investment advisors, enabling them to offer private-bank-like balance-sheet solutions to their clients.
Website: flourish.com | Buyer site: aquiline.com
HQ: New York, New York | Ownership: pe-backed | Seller: MassMutual
Advisors - Sell-side: Wells Fargo
Source: Thematic - https://thematichq.com/software/d/aquiline-capital-partners-flourish.html

Spotted an error or advised on this transaction? Claim credit or send a correction

MORE IN FINTECH

StrategyCorps (Estancia) acquires Quantuma Banking & LendingSEP 17

Quantuma – AI-native commercial banking platform deploying dedicated AI agents per business customer to surface relationship opportunities for community and regional financial institutions ›

Insight Partners leads a round in KastleVC Watch Banking & LendingSEP 17

$24M Invested · Kastle – AI agent platform for consumer lending workflows — mortgage origination, servicing, and collections — at banks and mortgage servicers, operating across their existing core systems ›

ISPnext (Nedvest) merges with Dynatos (Cronos) Billing & RevenueSEP 16

Dynatos – e-invoicing, accounts payable and receivable automation, and Source-to-Pay software for European finance and procurement organisations, processing over 45 million invoices per year via its Routty SaaS platform ›

Crunchafi (Aquiline) acquires BUCS Analytics Accounting & FP&ASEP 16

BUCS Analytics – FP&A data integration and consolidation platform connecting ERPs, payroll, CRMs and operational systems for CPA firm CAS practices, PE firms, and mid-market companies ›

Sovos (Hg) acquires Blue dot Tax & Equity CompensationSEP 15

Blue dot – AI-driven VAT/GST recovery and taxable employee benefits compliance software for enterprise finance and tax teams managing employee-driven transactions ›

Grab Holdings Limited acquires Atome Financial (Advance Intelligence) Banking & LendingSEP 15

$1.49B Purchase Price · Atome Financial – BNPL, digital lending, and Atome Card platform for underbanked consumers across Singapore, Malaysia, Indonesia, and the Philippines; also operates Kredit Pintar, Indonesia's leading digital lender ›

Browse the full register →

SEARCH CONTACT

Thematic is a news publication, not an investment adviser. Nothing here is investment advice or a recommendation to buy or sell any security. Researched and compiled by Thematic; accuracy and completeness are not guaranteed.