Tuesday, September 22, 2026

Scaling Independence: How Concurrent’s Acquisition of Winstone Wealth Partners Reshapes the Investment Ecosystem

Independent Registered Investment Adviser (RIA) platform Concurrent Investment Advisors announced the strategic addition of Houston-based Winstone Wealth Partners to its 1099 affiliation platform. Led by CEO Jeff Green alongside Partner Lauren...

CROFirst Weekly Roundup: R1, Arcana, CAIS, Perficient, Abrigo, and More!

Welcome to CROFirst Weekly Roundup – your essential briefing on the latest developments shaping...

NetCarrier Appoints Jason Ruth as Chief Revenue Officer

NetCarrier, a privately held provider of cloud communications and AI-powered voice automation for small...

Abrigo Launches Allowance Intelligent Automation Solution to Streamline Recurring CECL Workflows Across Financial Institutions

Financial risk and compliance technology provider Abrigo has introduced Abrigo Allowance - Intelligent Automation,...

Scaling Independence: How Concurrent’s Acquisition of Winstone Wealth Partners Reshapes the Investment Ecosystem

Independent Registered Investment Adviser (RIA) platform Concurrent Investment Advisors announced the strategic addition of Houston-based Winstone Wealth Partners to its 1099 affiliation platform. Led by CEO Jeff Green alongside...

Zig.ai Unveils Native Integrations with Claude and ChatGPT to Enable Direct Revenue Execution Within Generative AI Ecosystems

Zig.ai has announced that its revenue execution platform can now be accessed directly through Claude and ChatGPT, allowing sales teams to execute revenue workflows from AI assistant conversations. The...

Arcons Technology Uses billPort to Modernize Revenue Management for Wealth Firms

Arcons Technology has deployed its billPort client billing engine across a leading national wealth management firm overseeing more than $150 billion in client assets, following the firm’s recent merger....

RSM and Rillet Form Strategic Alliance to Deliver Agentic ERP Infrastructure and AI-Native Finance Operations to Middle Market Enterprises

Professional services firm RSM US LLP (“RSM”) and AI-native software provider Rillet have announced a strategic alliance to help middle-market organizations modernize financial infrastructure for the artificial intelligence era. The...

Scaling Independence: How Concurrent’s Acquisition of Winstone Wealth Partners Reshapes the Investment Ecosystem

Independent Registered Investment Adviser (RIA) platform Concurrent Investment Advisors announced the strategic addition of Houston-based Winstone Wealth Partners to its 1099 affiliation platform. Led by CEO Jeff Green alongside Partner Lauren...

CROFirst’s Weekly Roundup: ECLAT, Ramp, SoFi, Payward, SalesCloser, Tendril, Alteryx, and More!

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping autonomous revenue recovery, AI-powered financial operations, digital asset infrastructure, intelligent...

CROFirst Weekly Roundup: Salesloft, FIS, Flexstone, Glouston Capital, SalesSparx, and Augment & More!

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping revenue orchestration, embedded banking, alternative investments, healthcare sales intelligence, and...

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CROFirst Weekly Roundup: R1, Arcana, CAIS, Perficient, Abrigo, and More!

Welcome to CROFirst Weekly Roundup – your essential briefing on the latest developments shaping healthcare revenue management, modern investment infrastructure, capital markets, agentic front-office...

Next-Gen Analytics Platforms for Enterprises in 2026: How AI-Powered Analytics Is Transforming Business Decisions

For years, enterprise analytics meant opening a dashboard, checking a set of KPIs and trying to understand what had already happened. That model is...

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