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Flourish

The wealthtech platform transforming how 1,000+ RIA firms deliver financial solutions to their clients

Prepared for Flourish

Your Invitation to the
Travel Tamers Alpha Program

Why We're Reaching Out to Flourish

Growth
6x in 3 years
RIA Clients
1,000+
AUM Covered
$1.6T+

Flourish has achieved something remarkable — 6x growth in three years while maintaining a startup's agility backed by MassMutual's resources. With 100+ employees across three offices and an active conference presence, Travel Tamers can make every trip as polished as your platform.

The Alpha Program

A Slack Connect travel concierge for distributed teams. We handle the logistics. You handle the collaboration.

The Alpha Advantage

We're opening this to just 3–5 companies. Here's what alpha partners get:

  • Zero advisory fees, forever. Not a trial. Not a promotion. Our alpha partners never pay service fees — we earn commissions from travel vendors.
  • White glove service. Direct access to our founder and top-tier support for every trip.
  • Shape the product. Your feedback drives our roadmap. You're building this with us.
  • Priority access. Your team is always first on our calendar. Fastest response times, best availability.
1
Open a Slack Channel
We send you an invite. You accept. Now we're in your workspace.
2
Share Your Needs
"Team offsite for 20" or "executive retreat in March." Just tell us.
3
We Handle Everything
Research, quotes, logistics. We thread back recommendations in Slack.
4
Approve and Go
One message and we book it. Confirmations, changes, support — all in Slack.

The Group Advantage

Group travel becomes dramatically more affordable — and more memorable — when you book as a team.

8+
Guests
  • Unlock group rates
  • Dedicated group coordinator
  • Priority cabin selection
  • Low-deposit hold ($25/bed)
16+
Guests
  • Free cabin (up to $9,599 value)
  • Private cocktail reception
  • Meeting room access
  • 5–10% group discounts
20+
Guests
  • Everything above, plus:
  • Custom shore excursions
  • Dedicated hospitality desk
  • Negotiable upgrades & perks

What This Means for Flourish

10 from your NY, NJ, and Dallas offices triggers group rates plus a 5% discount. At 15 you unlock a free cabin. For a wealthtech firm managing $1.6T, the ROI pitch writes itself.

Suggested Group
10 people
Free Cabin Value
~$5,818
Group Discount
5–10%
Total Group Savings
~$5,818+

The Smart Offsite Investment

Traditional Resort Offsite

$4,500
per person, estimated
  • Hotel (5 nights) — $1,600
  • Flights — $850
  • Meals & events — $1,300
  • Activities & transport — $500
  • Planning overhead — $250

Cruise Group Offsite

$3,560
per person, group of 16*
  • Cruise (14 nights, all meals) — $2,764
  • Flights — $800
  • Select excursions — $150
  • Free cabin value (spread) — -$154
  • * Planning & coordination: $0
Save $940 per person — get 14 nights instead of 5 — and create memories that outlast any conference room offsite

What does this cost Flourish?

For most trips, nothing. Our service is commission-based.

Travel advisors earn commissions from vendors when you book through them. We rarely charge planning or advisory fees — for the vast majority of trips, the vendor commission covers everything. No surprises for Flourish.

Let's Talk

Ready to explore what Travel Tamers can do for Flourish? Pick your preferred way to connect.

Call Shane Email Shane Open a Slack Channel

Start Your Slack Channel