Jump Raises $80 Million in Series B Funding to Expand AI Operating System for Financial Advisors February 22, 2026
Zocks Secures $45 Million in Series B Funding to Advance AI Platform for Financial Advisors January 27, 2026
Jump and Focus Financial Partners Announce Strategic Collaboration to Enhance Advisor Productivity with AI January 23, 2026
Osaic Partners with Carefull to Integrate AI-Powered Financial Safety for Advisor Network November 20, 2025
GReminders Integrates AI-Powered Meeting and Automation Tools with Osaic Institutions’ Infinet Platform October 23, 2025
Wealth.com Becomes Official Estate Planning Partner for Osaic’s 11,000 Financial Professionals October 8, 2025
Vahanian & Associates Financial Planning Joins Commonwealth Financial Network, Overseeing Nearly $230 Million in Client Assets October 7, 2025
YourStake Acquires First Affirmative, Relaunching as Formative to Broaden Advisor Support for Values-Based Investing May 24, 2026
NYSE President Lynn Martin Advocates for Global AI Governance and Inclusive Economic Growth at APEC Forum May 18, 2026
Pyxis Group and Principia Consulting Form Joint Venture for Global Commodity and Energy Markets May 18, 2026
Datavault AI Secures $60 Million in Registered Direct Offering to Fund Quantum-Ready GPU Edge Network Deployment May 6, 2026
