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Veeam Unveils Intelligent ResOps for the Agentic AI Era, Turning Data Context Into Faster, More Precise Recovery
NEW YORK--(BUSINESS WIRE)-- #AI--New Veeam Intelligent ResOps, a new solution introduced at VeeamON 2026 in New York City, unifies data context and recovery.
Exaforce Raises $125M Series B to Combat AI-Powered Attacks with Real-Time Security Reasoning
SAN FRANCISCO--(BUSINESS WIRE)--Exaforce announces a $125 million Series B financing round, one of the largest ever in the emerging AI SOC space.
VegaShares Announces Launch of Autocallable Income ETF (VAIE)
NEW YORK--(BUSINESS WIRE)--VegaShares launches Autocallable Income ETF
Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy
OMAHA, Neb.--(BUSINESS WIRE)--Orion today announced that Yi‑Ching Wu has joined the company as Executive Vice President of Wealth Management Product and Platform. In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption. With increasing demand from advisors for more integrated, scalable wealth management solutions, Wu will focus on advancing and unifying Orion’s investment product offerings and platform capabilities to help advisors del
Oligo Security Named to Rising in Cyber 2026 List of Top Cybersecurity Startups
TEL AVIV, Israel--(BUSINESS WIRE)--Oligo Security, the runtime security company, today announced its inclusion in Rising in Cyber 2026, an independent annual list launched by Notable Capital to recognize the 30 most promising private cybersecurity startups. Now in its third year, Rising in Cyber has become a trusted signal of what is actually moving the needle in enterprise security. Unlike traditional rankings, Rising in Cyber honorees are selected through voting by 150 active CISOs and senior
Payward and Franklin Templeton Announce Strategic Collaboration to Advance Tokenized Assets and Institutional Digital Finance
CHEYENNE, Wyo.--(BUSINESS WIRE)--Payward, the parent company of global crypto platform Kraken and developer of the xStocks tokenized equities framework, and Franklin Templeton, a global investment manager and leader in digital asset innovation, today announced a strategic collaboration to bring traditional financial products onchain and expand their utility across digital asset markets. The program pairs Franklin Templeton’s global asset management and tokenization expertise with Payward's cryp
Coatue’s CTEK Joins CAIS, Bringing Public-Private Innovation Strategies to Independent Advisors
NEW YORK--(BUSINESS WIRE)--Coatue, a leading global investment firm known for its deep research-driven approach to technology investing, today announced that Coatue Innovative Strategies Fund (CTEK) is now available on CAIS, the leading alternative investment platform for financial advisors. The addition expands access to Coatue's public-private investment approach across the CAIS platform, which connects more than 62,000 financial advisors at over 2,000 wealth management firms to a curated ran
Argano Expands Workforce Management and HCM Transformation Capabilities with Acquisition of Ascend, a Leading UKG Services Partner
PLANO, Texas--(BUSINESS WIRE)--Argano, the world’s first and largest Global Specialist Consultancy exclusively focused on the design and delivery of High-Performance Business Operations with an AI-forward approach to transformation, today announced the acquisition of Ascend, a leading provider of implementation, optimization, and managed services for UKG’s AI-led Workforce Operating Platform. Ascend represents Argano’s twelfth transaction since the inception of the transformational growth progr
Concurrent Supports the Launch of Another Billion-Dollar Firm, TAVO Wealth
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has partnered with TAVO Wealth (“TAVO”), providing strategic transition guidance and support as the team launched its independent practice. TAVO manages $1.2 billion in client assets and serves families across the country with sophisticated, customized financial and legacy planning. The partnership propels Concurrent to over $20 billion in AUM. Previously affiliated with Raymond James & Associates, seasoned adv
CHOW FINAL DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds ChowChow Cloud (CHOW) Investors of Securities Class Action Deadline on May 12, 2026
NEW YORK--(BUSINESS WIRE)---- $CHOW #CHOW--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against ChowChow Cloud International Holdings Limited (“ChowChow” or the “Company”) (NYSE American: CHOW) and reminds investors of the May 12, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania,
Republic Partners adopts Intapp DealCloud to unify deal management and client relationships
PALO ALTO, Calif.--(BUSINESS WIRE)--Chicago-based investment bank Republic Partners adopts Intapp DealCloud to standardize sell-side operations, unify deal and relationship management.
Vestmark Introduces Pulse, Industry’s First AI Solution for Wealth Managers to Continuously Monitor Client Portfolios, Surface Suggestions, and Drive Execution
WAKEFIELD, Mass.--(BUSINESS WIRE)--Pulse works in the background, monitoring portfolio positions, SEC filings, market news, and client CRM data to identify when attention is needed.
OnePoint BFG Wealth Partners Named to InvestmentNews’ 2026 5-Star Wealth Management Teams List
PARSIPPANY, N.J.--(BUSINESS WIRE)-- #clientfirst--OnePoint BFG today announced that three of its advisory teams have been named to the 2026 5-Star Wealth Management Teams list by InvestmentNews.
Integrated Partners Adds $850 Million City Square Wealth Management, Expanding Greater Boston Presence
BOSTON--(BUSINESS WIRE)-- #Independence--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), today announced that City Square Wealth Management (“City Square”) has joined the firm’s advisor network. Based in Charlestown, Massachusetts, City Square brings approximately $850 million in client assets and a 15-person team, including six advisors and nine support professionals. Built around ho
Du Lac Wealth Services Joins Osaic from LPL Financial with $200 Million in Client Assets
SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #EmpoweringWealth--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Du Lac Wealth Services (“Du Lac Wealth”) has joined the firm. The Cary, North Carolina-based advisory team transitioned from LPL Financial and brings approximately $200 million in client assets. Du Lac Wealth is led by Managing Director James Mertens, CFA, a 20-year industry veteran, alongside Wealth Advisors Garrett Railsback, CFP®, and Kerry Go
Zig.ai Launches Feature That Replaces Lead Gen, Outreach and Research Tools With a Team of AI Agents
SAN FRANCISCO--(BUSINESS WIRE)-- #AI--Zig.ai launches AI agents that replace lead gen, research and outreach giving every sales rep their own AI executive assistant team.
Greenboard Raises $20M to Make Everyone a Compliance Champion
NEW YORK--(BUSINESS WIRE)--Greenboard, an AI-native platform for securities compliance now serving over 500 financial institutions, today announced it has raised $20 million in total funding, including a previously unannounced $15.5M Series A led by Base10 Partners. Other investors include Y Combinator, General Catalyst, Wayfinder Ventures, Commerce Ventures, Transpose Platform, Liquid2 Ventures, Kulveer Taggar and strategic industry investors. Alongside the funding, the company is launching Gr
Citizens State Bank Partners with Payman AI to Pioneer Agentic Banking in Western Colorado
DURANGO, Colo.--(BUSINESS WIRE)--Citizens State Bank, a locally owned community bank serving Western Colorado since 1913, today announced a partnership with Payman AI to bring agentic banking to its seven branch locations. The bank is deploying AI agents that go beyond simple automation, working alongside branch staff to handle internal operations, assist with teller workflows, and build toward a future where AI agents can initiate and complete financial transactions autonomously within bank-de
MeridianLink Announces Record Mortgage Growth as Lenders Accelerate Platform Modernization
IRVINE, Calif.--(BUSINESS WIRE)-- #digitallending--MeridianLink today announced continued momentum for MeridianLink® Mortgage, its end-to-end mortgage lending platform.
Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy in Partnership with Franklin Templeton
NEW YORK--(BUSINESS WIRE)--Ritholtz Wealth Management (“Ritholtz”), a national RIA overseeing more than $7.6 billion in assets for high-net-worth clients and institutions, today announced the launch of Porterhouse, a new equity separately managed account (SMA) strategy developed in partnership with global investment leader Franklin Templeton. The strategy is available exclusively to Ritholtz clients and is designed to complement the firm’s core asset allocation models. Porterhouse, which is pow
