Market Expansion:
Customer reach is broadening via growth from 900+ RIAs and $6B+ AUC in December 2024 to more than 1,100–1,300+ RIAs and $8B+ AUC by 2025–2026. Enterprise relationships with Carson Group and Mariner further extend distribution across large advisory networks.
Product Line Growth:
The scope has moved beyond cash and annuities with the 2025 acquisition of Sora Finance and the March 2026 launch of Flourish Lending. This expansion adds lending/mortgage capabilities to the advisor platform.
Investor Backing & Capital Strength:
In September 2026, Aquiline Capital Partners agreed to acquire a controlling stake while MassMutual retains a significant minority position. The deal is presented as growth investment to accelerate expansion, signaling reinforced capital support.
