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Advisor360, a Needham, Massachusetts-based AI-native operating system for the advisor experience, has announced a partnership with Conquest Planning, a Winnipeg-based financial planning software company, to embed financial planning capabilities directly within the Advisor360 platform. The integration is designed to eliminate the fragmentation that currently characterizes financial planning workflows for most advisory firms, where advisors move between disconnected systems, re-enter data manually, and lose context as they transition from plan creation to execution and client service.

Citi Wealth has unveiled Citi Sky, an always-on AI-powered member of the Citi Wealth team built using technology from Google Cloud and Google DeepMind, designed to transform how clients access market insights, act on financial opportunities, and engage with their advisors. Announced at the Google Cloud Next 2026 conference in Las Vegas, Citi Sky will be made available to Citigold clients in the United States beginning this summer in a phased rollout.

Blackstone's secondaries business, Strategic Partners, crossed the $100 billion assets under management milestone during the first quarter of 2026, cementing its position as one of the largest players in the global secondary market for private fund stakes.

Cohere, a Toronto-based enterprise AI company, and Aleph Alpha, a Heidelberg-based European sovereign AI provider, have announced plans to merge and form a transatlantic AI powerhouse focused on delivering sovereign, enterprise-grade AI to governments and regulated industries. As part of the announcement, the companies of Schwarz Group, the international retail conglomerate behind Lidl and Kaufland, have committed $600 million (€500 million) in structured financing as lead investor in Cohere's upcoming Series E funding round, which is already attracting additional interest from institutional investors. The merger is subject to approval by Aleph Alpha shareholders and competent authorities.

Pyramid Analytics provides an AI-driven, unified Decision Intelligence Platform that enables organizations to instantly prepare, model, and analyze data from multiple sources. The platform allows technical and non-technical users to generate actionable insights, fostering faster, data-backed business decisions. When ServiceNow announced its intent to acquire Pyramid Analytics in February 2026, commentators on the AI and BI ecosystems hypothesized that the larger company’s agentic systems would soon be able to act on the data insights generated by Pyramid. Pulse 2.0 interviewed Omri Kohl, Pyramid’s co-founder and CEO, to learn more about the history of his company and the potential of “insights to action.”

Iridius, a compliance-by-design AI platform for regulated workflow execution, has raised $8.6 million in seed funding led by Chalfen Ventures, with participation from Osage Venture Partners, Accenture Ventures, and Rock Yard Ventures. Separately, Accenture has also made a strategic investment in Iridius through Accenture Ventures and announced a partnership to support life sciences organizations in scaling AI adoption with compliance, traceability, and auditability embedded at every stage.

Truvista Fiber announced an agreement to acquire the municipal telecommunications network operated by the City of Commerce, marking a strategic expansion of its broadband footprint and a transition aimed at enhancing connectivity for local businesses and institutions.

TekStream announced it has acquired the cybersecurity business of ImagineX, bringing together advisory, governance, exposure management, and security operations capabilities under a unified digital resilience model.

Ionetix announced it has raised more than $30 million through a private placement offering priced at $3.00 per share, alongside completing a reverse merger that enables the company to go public.

Presidio Investors has completed a strategic investment in Edge Home Finance, a Minnetonka, Minnesota-based mortgage brokerage platform focused on empowering loan originators through technology and operational support. Financial terms of the investment were not disclosed.

Airbus has entered into an agreement to acquire Quarkslab, a Paris-based cybersecurity firm specializing in protecting critical systems, software, and data from sophisticated cyber threats. The transaction is subject to regulatory approvals and consultation with employee representatives and is expected to close in 2026. Financial terms were not disclosed.

Oscar Health has announced that independent director Siddhartha Sankaran will become Chair of the Board effective June 4, 2026, succeeding Jeffery Boyd, who is not standing for reelection at the company's Annual Meeting. Sankaran has served on Oscar Health's Board for five years and brings more than two decades of leadership experience in the insurance sector, having held executive roles at American International Group, SiriusPoint, and FWD Group, and served on multiple boards.

IBM and Adobe have deepened their partnership to deliver AI-powered customer experience orchestration solutions across industries, pairing Adobe's Customer Experience Orchestration capabilities with IBM's agentic AI platform and watsonx governance tools. The collaboration was announced at Adobe Summit, where IBM also received the 2026 Adobe Customer Experience Orchestration AI Technology Partner of the Year award for IBM watsonx.

Snap Finance, a Salt Lake City-based fintech platform focused on expanding consumer access to financing and driving retailer growth, has appointed Lisa Young as Executive Vice President and Chief Legal Officer and Todd Mayhew as Executive Vice President and Chief Human Resources Officer. The additions underscore the company's continued investment in experienced executive leadership as it expands its platform and capabilities to better serve consumers and merchant partners.

SoundHound AI has entered into a definitive agreement to acquire LivePerson, combining voice-based agentic AI with digital messaging capabilities to create an end-to-end omnichannel conversational AI platform. The transaction carries an equity value of $43 million, representing approximately a 22% premium over LivePerson's 30-day volume-weighted average value, and implies a total enterprise value of approximately $250 million after debt adjustments. The deal is expected to close in the second half of 2026, subject to regulatory approvals and customary closing conditions.

Mphasis, an AI-led technology solutions provider, has acquired Theory and Practice Business Intelligence Inc., a Vancouver-based technology company known for its Continuum AI decision intelligence platform, in a deal valued at C$10 million upfront with additional milestone-based contingent consideration of up to C$20 million.

LPL Financial announced that financial advisor Courtney Walker, CFP, has joined its broker-dealer and registered investment advisor platform, aligning with Spring Line Wealth Partners. Walker reported serving approximately $180 million in advisory, brokerage, and retirement plan assets and joins from J.P. Morgan.

Nephronomics, a Costa Mesa, California-based AI and precision medicine company focused on cardio-kidney-metabolic disease, has received a strategic investment from CerraCap Ventures, a Southern California early-stage venture capital firm. Financial terms of the investment were not disclosed.

Trump Media and Technology Group, the Sarasota, Florida-based operator of Truth Social, Truth+, and Truth.Fi, has appointed Kevin J. McGurn as Interim Chief Executive Officer, effective immediately. McGurn succeeds Devin Nunes, who served as CEO for four years.

Lyft, the global mobility platform, has agreed to acquire Gett's United Kingdom business, with the deal expected to close in the coming weeks, subject to customary closing conditions. The acquisition will position Lyft as the leading app for London black cabs and will nearly double the number of rides on the Lyft platform across the capital.

Era, a startup building a platform that enables any device manufacturer, brand, designer, or creator to make intelligent objects with their own distinct style and behavior, has raised $11 million in seed funding and launched publicly. The round was led by Topology Ventures, with participation from betaworks, AIR (Collab Fund), Abstract, BoxGroup, Mozilla Ventures, and Collaborative Fund, alongside a group of angel investors including Caterina Fake and Ken Kocienda.

Rossby Financial, a Melbourne, Florida-based tech-forward, open-architecture enterprise registered investment advisor, has appointed Marissa Harris, CERP, as Chief Compliance Officer. Harris brings nearly 20 years of experience leading business line risk and compliance teams across the financial services industry, and her hire comes as the firm says compliance risks in areas including cybersecurity, AI, and privacy are growing in complexity and regulatory scrutiny.

Harbourfront Wealth Group, a Toronto-based independent wealth advisory and investment management firm, has appointed Richard McIntyre as Chief Executive Officer, effective April 20, 2026. The appointment reflects the firm's rapid expansion and the need to scale its leadership structure to support continued enterprise growth.

Cetera Financial Group, a San Diego-based independent broker-dealer and wealth management firm, has appointed Matt Kwartler, CFP, as Managing Director and Head of Strategic Growth. Kwartler joins from Fidelity Investments, where he served as head of Wealth Advisor Solutions, Fidelity's coveted RIA client referral program operated through Fidelity Institutional. In that role, he was responsible for a platform that matches Fidelity clients with third-party independent RIAs for specialized wealth management services, and worked directly with some of the largest RIAs in the country on organic growth strategy and strategic partnerships.

Clearstead Advisors, a Cleveland-based financial advisory firm overseeing approximately $62 billion for private clients and institutions, has appointed Shaun McCracken as Executive Managing Director, Mergers and Acquisitions, effective immediately. McCracken will report directly to Bradley Knapp, CEO and President, and will oversee Clearstead's M&A strategy and execution while working closely with leadership to identify and pursue growth opportunities aligned with the firm's long-term vision.

Savvy Wealth, a New York-based AI-native registered investment advisor built for independent financial advisors, has unveiled Savvy Intelligence, a new agentic AI product within its vertically integrated platform. The launch comes as the firm reports managing nearly $6 billion in client assets, five times what it managed a year ago, and supports nearly 135 advisors.

Raymond James Investment Management, a global asset management company with $115 billion in assets and a wholly owned subsidiary of Raymond James, has appointed Kristi Higgins as Head of ETF Strategy.

Jump, a Salt Lake City-based AI operating system for financial advisors and financial services providers, has announced four senior leadership appointments across product, customer experience, and strategic growth as the company scales its platform across advisory firms and financial institutions. The hires follow Jump's $80 million Series B funding round led by Insight Partners in February, which brought total capital raised to $105 million.

Hightower, a Chicago-based national wealth management firm, has signed a definitive agreement to acquire The Bahnsen Group, one of its flagship franchise practices, which oversees approximately $9.5 billion in assets under management as of December 31, 2025. The transaction is expected to close in the third quarter. Financial terms were not disclosed.

Raymond James Financial Services announced that financial advisors Jeffrey Gore and Madison Gore have joined its independent advisor channel, bringing more than $225 million in client assets.