Equal Parts Secures $23 Million in Series A Funding to Modernize Independent Insurance Agencies with AI February 12, 2026
Equal Parts Acquires Strategic Insurance to Expand Independent Agency Network with Technology Focus October 9, 2025
Concurrent Launches RIA Capital Partners to Accelerate Growth for Independent Wealth Managers July 13, 2025
Prismm Selects William Mills Agency for Strategic Communications to Boost Inheritance Infrastructure Platform April 11, 2026
Pello Companies Acquires ByAllAccounts from Morningstar to Advance Open Finance and Wealth Management Data Capabilities April 11, 2026
