Flourish Builds the First Mortgage Product for Registered Investment Advisors on Pylon’s Mortgage Rails
Pylon today announced that its customer Flourish, a wealthtech platform serving more than 1,300 RIAs, has launched
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Pylon today announced that its customer Flourish, a wealthtech platform serving more than 1,300 RIAs, has launched Flourish Lending*, the first mortgage product built for the registered investment advisor (RIA) channel. Built on Pylon’s mortgage rails, Flourish Lending lets advisors give their clients access to a mortgage experience with competitive pricing from third-party lenders, directly inside the Flourish platform.
RIA clients get access to market-leading mortgage pricing without moving assets to a bank, and advisors keep the relationship through the transaction that used to end it. With the support of advisors, clients can check the latest mortgage rates, generate preapproval letters, monitor refinance opportunities, and complete mortgage or refinance transactions through a streamlined, digital experience.
“Flourish is proving what’s possible when mortgage origination becomes infrastructure,” said Trent Hedge, CEO of Pylon. “They’ve built a native mortgage experience that keeps advisors and clients inside their own platform while accessing institutional-grade capital through Pylon’s mortgage rails.”
By working with Flourish Lending’s in-house licensed loan officers and connecting to lenders through Pylon’s mortgage rails rather than through wholesalers and aggregators, Flourish Lending has helped clients access pricing that has been 50 basis points** below the national average.
“We set out to build the first mortgage product for the RIA channel,” said Rohit Agarwal, General Manager of Flourish Lending. “It required two things: bank-competitive pricing and an experience advisors can own end to end. Pylon’s mortgage infrastructure gave us both, allowing us to build a product that simply wasn’t possible before.”
About Pylon
Pylon is the autonomous mortgage infrastructure platform powering the next generation of mortgage origination. Through vertical integration and end-to-end automation, Pylon’s mortgage rails give originators access to rates that are 75–200bps better and a cost to originate that is 74% lower than the industry average. Pylon serves a growing number of large private and publicly traded mortgage originators, and is backed by top investors including Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. Learn more at pylonlending.com.
About Flourish
Flourish is the growth engine for RIAs that empowers advisors to give their clients a private-bank-like experience. Through high-yield cash accounts and exclusive home lending, Flourish helps RIAs unearth new assets, defend against asset loss, and better compete with wirehouses and banks. The platform has driven over $1 billion in net new flows to custodians and holds more than $8 billion in assets under custody. Flourish works with more than 1,300 RIA firms representing over $2.6 trillion in AUM, including Focus Financial, Carson Group, and Mariner Wealth Advisors. For more information, visit www.flourish.com.
Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA’s BrokerCheck.
Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access.
*Flourish Lending is a suite of products and services offered through SoraFinance, Inc., a licensed mortgage broker (NMLS #2355841) doing business as Flourish Lending. SoraFinance, Inc. is not a lender or a creditor. Loans are made solely by third-party providers. Flourish Lending is not available in all states; view the list of states in which Flourish Lending is available. Equal Housing Opportunity. To verify SoraFinance, Inc., visit NMLS Consumer Access. Registered Office: 910 S Pearl Expressway, Dallas, TX 75201.
**This does not represent an advertised rate, commitment to lend, or guarantee of savings. Individual rates may vary based on market conditions, credit profile, loan characteristics, and other factors. Source: Flourish Lending data as of 9/16/2026 and national average data which contemplates 30-year fixed conforming loan, 780 FICO, 75% LTV, and $600K loan amount. Learn about our methodology at www.flourish.com/rate-chart-disclosure.
The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2026 Flourish. All rights reserved.
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