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Sora Finance
Sora Finance (now part of Flourish) provides AI-driven liability planning and lending solutions that allow financial advisors to analyze, manage, and optimize client debt.
- Headquarters
- San Francisco, CA
- Founded
- 2021
- Employees
- 11-50
- Funding
- Acquired by Flourish (March 2025); previously $3.9M Series A
- Last researched
- Jul 21, 2026
Products
- Liability Planning as a ServicePrimary
AI-driven tools for credit management and debt optimization delivered to financial advisors and employers.
Transaction MonitoringTool1 of 2 capability facts - Flourish Lending
A premium mortgage experience connecting RIA clients to exclusive rates and high-touch support from dedicated loan officers.
Credit UnderwritingTool1 of 2 capability facts - Liability Planning Platform
An AI-powered platform for financial advisors to visualize and optimize client debt, including mortgages, student loans, and credit cards.
Risk ManagementTool1 of 2 capability facts - Loan Management and Analytics
Comprehensive analytics and management tools for advisors to oversee client loan portfolios and track application status.
Workflow & AutomationTool1 of 2 capability facts
Capability coverage· 4 of 8 facts across 4 controls across 4 products
- Case Management & Investigation1 of 2
- Data & Intelligence Services1 of 2
- Eligibility Determination1 of 2
- Transaction Monitoring1 of 2