AI & Finance™ | News for the Week Ending 5/1/26

Advisor360°TM, the AI-native operating system for the advisor experience, and Conquest Planning, a technology platform modernizing financial planning with customized advice across the wealth spectrum, today announced a new partnership to embed financial planning capabilities directly within the Advisor360° platform. The Advisor360° Planning solution reflects a continued focus on unifying the advisor’s thread of work across planning, execution, and client management, helping families reach their financial goals. 

Financial planning has become central to modern advice. Yet for most firms, it remains disconnected within the advisor’s workday. Advisors move between systems, re-enter data, and manually carry insights from plan creation into execution and service. This fragmentation slows decision-making, introduces operational risk, bifurcates the client experience, and limits the ability to deliver consistent client outcomes. 

Advisor360° is addressing this challenge by embedding financial planning within its advisor and investor experience, where data, workflows, and client context remain intact from discovery through ongoing advice. 

AdvisureIQ today announced a strategic partnership with Celigo, a leading intelligent automation platform and a 2026 Gartner® Magic Quadrant™ Visionary for iPaaS. The partnership brings Celigo’s integration platform into AdvisureIQ’s planning advisory and data analytics consultancy, giving mid-market finance and operations teams a faster path from fragmented source systems to unified, decision-ready data. 

Mid-market organizations run a growing stack of cloud applications across finance, operations, sales, and HR. Data sits in separate systems and rarely lines up without manual effort. Teams spend hours reconciling reports, reconstructing transactions, and chasing down the version of the number leadership will trust. AdvisureIQ addresses this by building the data architecture and enterprise reporting foundation clients need before layering on forecasting, planning, and scenario analysis. Celigo provides the integration layer that keeps the foundation connected to the systems where transactions happen. 

Under the partnership, AdvisureIQ will incorporate Celigo’s platform into client engagements alongside its data integration, enterprise reporting, and planning advisory services. Celigo connects and automates processes across hundreds of business applications, including Salesforce, Shopify, Amazon, SAP, Microsoft Dynamics, Oracle NetSuite, and Snowflake. Celigo also offers key EDI, API Management, Data Ingestion, and AI/Agentic capabilities. AdvisureIQ clients will benefit from pre-built integration templates, error management, and governance controls that reduce implementation time and ongoing maintenance. 

Barchart, a leading provider of data, intelligence and trading solutions for commodity and financial markets, today announced the launch of Carl, an artificial intelligence assistant, directly into cmdtyView, Barchart’s flagship platform for global commodity traders, merchandisers, brokers and analysts. 

cmdtyView serves the global commodity marketplace across grains, oilseeds, softs, energy, metals and financials, with access to market intelligence, analytics, risk management and trading.  Users can access market pricing, fundamentals, news and related workflow solutions and analysis for global markets such as CME Group, ICE, B3, SGX and Euronext, as well as thousands of spot and physical markets. Now with the integration of AI on top of this vast ecosystem, cmdtyView users gain an unprecedented ability to accelerate price discovery, trading and market research. 

The integration of Carl inside of cmdtyView has three core components. First, platform intelligence – Carl draws on a deep knowledge base of cmdtyView features, workflows and market concepts, so users can instantly build workspaces, discover functionality and efficiently perform tasks. For example, if you need a workspace for Brazilian soybean markets or a formula for a crush spread, you can simply ask Carl. Second, data discovery – users can locate specific datasets across cmdtyView’s ecosystem, from corn basis levels across Iowa to USDA export series, without navigating menus or documentation. Third, data dialogue – users can interrogate market data, news, fundamentals, and technicals in natural language, receiving analysis and reports in seconds, in any language.  You can ask for the latest news on wheat or gold markets or for a report on US ethanol production and changes in government incentives over the past 5-years.    

BILL (NYSE: BILL), the intelligent financial operations platform trusted by nearly half a million businesses to manage, move, and maximize their money, today announced the launch of BILL Travel, a new BILL Spend & Expense product that brings booking, budgets, card controls and expense management into one connected workflow. BILL also announced additional Spend & Expense innovations that build on its vision for a more connected spend management experience. 

Travel is one of the most common, but least controlled, spend categories for businesses. In 2025 alone, BILL Spend & Expense customers spent more than $2.4 billion on travel. But too often, travel booking and expense reconciliation is happening across fragmented systems, leaving finance teams without clear control or visibility across the full travel lifecycle. In fact, more than one-third of surveyed businesses identify booking outside required channels as their top compliance issue, making travel a costly blind spot. BILL Travel helps change that by giving businesses a seamless way to search, book, and manage travel within the same platform they use to control company spending, streamlining the process from booking to reconciliation. 

Convr®, the leading artificial intelligence (AI) company serving commercial insurance organizations with its modular underwriting workbench announces the hiring of Jason Allen as Vice President, Customer Experience. 

In this role, Allen will lead Convr’s Customer Success Services and Customer Support teams, driving strong adoption, support and advocacy across Convr’s customer base. With a strong strategic focus, Allen will further strengthen the bridge between Convr’s cutting-edge AI technology and customer requirements for the Convr Underwriting Workbench. He will partner closely with Business Development, Product and Executive Leadership to align roadmap, go-to-market strategy and customer feedback. 

Allen has extensive experience driving business value with AI-powered operating systems that improve efficiency, as well as a proven track record of client success driving accelerated time-to-value. Most recently, he served as Senior Vice President, Global Customer Experience, for Aprimo, the enterprise Marketing Technology organization serving regulated and non-regulated industries. For nearly 10years with increasingly responsible roles, Allen delivered an end-to-end customer lifecycle operating model spanning onboarding, adoption, renewals and expansion, focused on customer efficiency with executional discipline for improved customer outcomes and engagement. 

Corpay, Inc. (NYSE: CPAY), the corporate payments company, today announced a new wave of AI-powered capabilities within Corpay Complete, marking a meaningful step forward in how businesses manage and optimize spend. These innovations bring practical, high-impact AI into everyday financial workflows to help companies move faster, reduce manual work, and make more informed decisions. 

Designed for finance and operations teams, the new capabilities apply AI where it matters most. This includes eliminating repetitive tasks, surfacing meaningful insights, and accelerating decision-making across accounts payable and expense management. 

At the center of this launch is an AI Virtual Assistant that transforms how users interact with financial data. Instead of navigating complex workflows, teams can simply ask to get real-time answers and generate insights instantly. 

Customers Bank (“Bank”), the subsidiary of Customers Bancorp, Inc. (NYSE: CUBI) one of the nation’s top-performing banking companies with nearly $26 billion in assets, today announced a multiyear strategic collaboration with OpenAI to deploy artificial intelligence (“AI”) across its commercial banking operations, marking a defining moment in the Bank’s transformation. This collaboration will position Customers Bank to become one of the first AI-enabled regional banks in the United States. 

Leveraging OpenAI’s advanced models, the Bank will seek to reimagine its lending, deposit, and payment lifecycles, with strict data governance and regulatory transparency at its core. This is an expansion of the relationship, which began in 2023 when Customers Bank was an early adopter to deploy ChatGPT Enterprise. 

This collaboration involves direct onsite engagement with OpenAI’s technical teams and resources. Rather than adopting off-the-shelf AI tools, the deployment allows Customers Bank to work with OpenAI to build custom AI capabilities on the Bank’s own processes, data, and institutional knowledge, starting with three areas where the opportunity is greatest. This allows dedicated bankers to invest more time in Customers Bank’s single point of contact model, keeping customer relationships fully human. All AI capabilities will be deployed within Customers Bank’s secure, enterprise-grade infrastructure, and designed with strict data governance, access controls, and risk management built in from day one. 

DeepVest, an AI-powered investment platform that enables CIO-level portfolio personalization for financial advisors, today announced the launch of two new capabilities: Advisor Hierarchy & Nobel Prize Behavioral Investment Suitability Analysis. Built within its AdvisorLab tool, which turns account statements into portfolio diagnostics and client-ready proposals, these features allow advisors to deliver more personalized, context-aware analysis at scale. 

Advisor Hierarchy allows advisors to structure relationships across households, companies and trusts, with client data and meeting notes automatically rolling up into a single view. When running analysis, DeepVest incorporates this full context – objectives, constraints and life events – without manual re-entry. The result is faster preparation and more informed, personalized client recommendations. 

Behavioral Investment Suitability Analysis is a 22-question psychometric risk tool grounded in Prospect Theory that calibrates each question to a client’s actual portfolio value rather than abstract percentages. Integrated into AdvisorLab’s prospecting and proposal workflow, it can be completed during initial meetings and generates five distinct risk scores – Risk Tolerance, Capacity, Composure, Revealed Risk and Model Portfolio – along with a readable summary embedded in client proposals. By replacing single-number risk scores with a multidimensional profile and flagging inconsistencies between stated preferences and actual holdings, the tool helps advisors align recommendations more closely with client behavior while identifying potential risks earlier. 

Deloitte announced today a major expansion of its alliance with Google Cloud by establishing a dedicated, end-to-end agentic transformation practice, incorporating market-leading Google Cloud technologies — including Gemini Enterprise — to help power industry and sector transformation. 

Building on Deloitte’s AI experience across Fortune 500 clients and its own business, this expanded collaboration is designed to deliver transformation services for organizations looking to deploy agentic AI securely and at scale. The new practice will deploy Deloitte’s rapidly expanding suite of Google AI and agentic assets and use Deloitte Ascend™, its AI-infused services and delivery platform. Services span strategy and process redesign through implementation, governance and adoption, with an industry-focus on retail, health care, financial services and government and public services. 

Deloitte’s “2026 State of AI in the Enterprise” report shows AI tools are now available to the workforce of about 60% of surveyed organizations — industries including consumer; energy, resources and industrials; financial services; life sciences and health care; technology, media and telecommunications; and government and public services — signaling a shift from pilots to true enterprise scale. 

Deluxe (NYSE: DLX), a trusted Payments and Data company, today announced a strategic partnership with MRI Software, a global leader in real estate solutions serving more than 45,000 clients across 170 countries. 

MRI has named Deluxe as the official processing partner for its rent payment solution, chosen for its ability to simplify complex payment operations at scale and enhance existing capabilities for residential and commercial property management clients through frictionless rent collection, accelerated funding, and convenient payment options. 

Deluxe’s payment gateway integration with MRI RentPayment enables property managers to process both ACH and card transactions through a single API endpoint. Additionally, the solution supports complex funding scenarios, including the ability to route transactions across multiple bank accounts. 

Duck Creek, the intelligent core of insurance, today announced the launch of Duck Creek Agentic Product Configurator, an AI-powered agentic solution that redefines how insurers design, build, and deploy products. Duck Creek Agentic Product Configurator is available today and helps carriers greatly reduce implementation timelines.  

Duck Creek Agentic Product Configurator is the first AI-native approach to take insurance products from requirements to deployed configuration in a single, governed workflow, enabling insurers to move from fragmented, manual processes to a unified lifecycle that spans requirements generation, product configuration, validation, and deployment. The offering delivers measurable business impact, including significantly faster time to market, reduced implementation effort, and improved consistency across product launches. Early results show up to a 50% reduction in requirement and manuscript generation effort by leveraging product filings and in-force policy documents such as declarations and schedules, with timelines compressed from months to weeks. 

Insurance product configuration and core system implementation have historically been slow, resource-intensive, and difficult to scale. Product launches often take months and require significant coordination across teams and specialized resources. Duck Creek Agentic Product Configurator addresses these challenges by embedding AI across the full lifecycle, enabling a more automated, repeatable delivery model that reduces translation effort and improves consistency. Built-in validation, governance, and human-in-the-loop workflows ensure outputs remain accurate, explainable, and compliant. 

Duck Creek, the intelligent core of insurance, today announced the launch of Duck Creek insurance-native Agentic AI Platform, a purpose-built platform enabling insurers to deploy, orchestrate, and govern AI agents across the insurance lifecycle. The Duck Creek Agentic AI Platform is designed to help insurers unlock the significant value opportunity of AI by embedding intelligent automation directly into core insurance workflows, with Boston Consulting Group projecting up to $80 billion in annual impact in the U.S. alone. 

Alongside the platform, Duck Creek introduced two new agentic experiences, Agentic Underwriting Workbench and Agentic First Notice of Loss (FNOL), designed to improve speed, accuracy, and outcomes at critical property and casualty workflows. 

The Duck Creek Agentic AI Platform combines core system data, insurance domain models, and neuro-symbolic reasoning to enable AI agents that can operate within the constraints of insurance workflows and current carrier configurations. For Duck Creek core system customers, the agentic platform leverages their current data, manuscripts, configurations, and APIs to seamlessly integrate all of the core intelligence into agentic experiences. By using this combination of deterministic and probabilistic logic, insurance carriers can achieve more optimized and compliant outcomes. 

Findity, the leading provider of embedded expense management, today announced its official entry into the U.S. market. This milestone marks a significant step in Findity’s global growth strategy, bringing its AI-powered, card-agnostic expense platform to U.S. businesses – enabling them to offer seamless expense management directly within their own products. 

As part of the market entry, Findity has localized its platform to meet specific U.S. feature requirements and tax regulations, ensuring a compliant and automated experience for U.S. customers. 

The expansion kicks off with Findity’s first U.S. embedded partnership, launching with Centime, a comprehensive financial automation platform that unifies accounts payable, accounts receivable, cash flow forecasting, and treasury management for mid-market businesses and their banking partners. Through this partnership, Centime will extend its automation suite with a fully integrated, Centime-branded expense management product – giving its customers a single platform for end-to-end financial operations. 

Haptiq, an AI-native enterprise solutions company today announced the release of new AI workflow capabilities within its Olympus™ Alternative Investment Platform (“Olympus™”), designed to help private equity firms accelerate decision-making, automate complex operational processes, and unlock portfolio intelligence to drive repeatable value creation. 

Built specifically for alternative investment organizations, the new Olympus™ capabilities transform fragmented operational and financial data into unified, AI-driven workflows. By combining document intelligence, agent orchestration, and real-time analytics, Olympus™ enables investment teams to move from manual analysis and reactive reporting to automated execution and predictive insight. 

Additional capabilities under development include an embeddable AI widget for contextual workflow automation, simplified onboarding and context capture, and advanced multi-agent orchestration. 

Jump, the leading artificial intelligence (AI) operating system for financial advisors and other financial services providers, today announced the expansion of its leadership team with four key hires across product, customer experience and strategic growth, as the company scales its platform across advisory firms and financial institutions. 

The company has appointed Torie Happe as vice president of business development, Hannah Springer as head of customer experience, Jarom Chung as senior vice president of product and Skyler Bloxham as vice president and head of strategic partnerships. 

The hires come amid a period of rapid growth and product expansion for Jump. In February, the company raised $80 million in Series B funding led by Insight Partners, bringing total capital raised to $105 million and accelerating its vision to build the AI infrastructure layer for modern advisory firms. Jump’s platform is now deployed across a growing base of enterprise clients and independent firms, including Merit Financial Advisors, Osaic, Cetera Financial Group and LPL Financial. 

Jump, a leading artificial intelligence (AI) operating system for financial advisors and other financial services providers, today announced a strategic collaboration with Markel, a leading global specialty insurer. The collaboration expands access to Jump’s platform across Markel’s network of financial professionals and supports advisory firms as they adopt AI-enabled workflows. Through the collaboration, eligible firms may have access to education, resources and risk-management support, as well as the ability to explore insurance solutions offered by Markel and placed through Joseph Caruso & Associates, as broker of record, subject to underwriting and applicable law. 

This strategic collaboration reflects a broader shift toward closer alignment between technology providers and insurance partners as advisory firms increasingly adopt AI to drive efficiency and improve client outcomes. By combining Jump’s automation and intelligence capabilities with Markel’s underwriting experience and Joseph Caruso & Associates’ brokerage specialization, the collaboration helps firms reduce operational friction while ensuring their risk management strategies keep pace with innovation. 

The collaboration will include access to Errors & Omissions (E&O) insurance solutions for advisory firms that choose to use Jump. Insurance products and services are offered by Markel and placed through Joseph Caruso & Associates as broker of record, and are subject to underwriting, eligibility requirements and applicable law. Coverage terms, availability and any risk-management resources may vary by jurisdiction and policy. 

myrtle.ai, a recognized leader in accelerating machine learning inference, today announced that a stack featuring its VOLLO® product has recently been audited by STAC®, a leading benchmark authority for the finance industry.[1] The results, unveiled at the STAC Summit in London today, clearly demonstrate the latency benefits of an FPGA-based solution for ML inference in financial trading and related applications. 

STAC-ML (Markets) Inference is the technology benchmark standard for solutions that may be used to run inference on real-time market data. Designed by quants and technologists from some of the world’s leading financial firms, STAC-ML Markets (Inference) reports the performance, resource efficiency, and quality of any technology stack capable of performing inference using the provided models. 

VOLLO achieved latencies as low as 2 microseconds (99th percentile) while also exhibiting excellent results in throughput and efficiency. Across all three benchmark models, VOLLO inferred in lower latency (99th percentile) than all previously audited systems, halving its previous record. Such low, deterministic latency enables users to make more intelligent decisions using more complex models faster than in the past, giving them a competitive advantage in trading, risk analysis, quotes and many other trading-related activities. 

Today, we’re launching the OneVest MCP Server, a Model Context Protocol bridge designed to securely expose wealth management workflows to Large Language Models. Where OneVest’s recently released Agentic Wealth OS delivers  execution across the wealth management enterprise, the MCP server extends that intelligence into any MCP-compatible AI tool, including Anthropic’s Claude, Cursor, and others, connecting it directly to a firm’s live environment: live data, current pipeline, outstanding tasks and much more. The AI works from inside the system of record, in real time, not from a snapshot or a data export. 

Built on an open standard, the OneVest MCP Server does not operate in isolation. It works alongside any other MCP-compatible tool in the market, unlocking use cases that compound as more of the wealth management industry adopts the standard. OneVest customers will now be positioned at the center of that ecosystem. 

The OneVest MCP Server enables wealth management firms to operate with a level of AI connectivity that most platforms are still building toward. Advisors and wealth managers can interact with live data, manage their full book of business, and execute workflows through natural language, without leaving the AI tools they already use. Firms that deploy MCP-connected systems today are building a competitive advantage that compounds over time, and the OneVest MCP Server is how firms get there now. 

RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today announced the appointment of Mark Gilbert, co-founder and CEO of Zocks Communications (“Zocks”), and Jim Patrick, a seasoned financial services executive, to its board of directors. These additions strengthen both sides of RFG’s platform, pairing deep investment experience with continued advancement of the firm’s technology and data infrastructure. 

Together, the appointments reflect RFG’s continued focus on improving how Advisors operationalize and professionalize their business and maximize their independence. By strengthening both institutional investment management and the intelligence layer of the platform, Advisors gain a more connected experience that reduces complexity, surfaces growth opportunities faster, and creates more time to focus on clients and enterprise value creation. 

The firm also announced a strategic investment in Zocks, a leader in AI-driven workflow automation and business intelligence for financial Advisors, marking a significant step forward in RFG’s strategy to build a fully integrated, AI-powered operating system for independent Advisors. RFG participated in Zocks’ Series B round, co-led by Lightspeed Venture Partners and QED Investors, alongside other new and existing investors. 

RightRev, a leader in AI-powered revenue recognition automation, today announced the launch of its pre‑built connector for Stripe, which gives high‑growth companies a direct, automated path from Stripe billing into ASC 606 and IFRS 15 compliant revenue recognition. 

For companies running usage‑based, subscription, or hybrid pricing models on Stripe, revenue recognition has traditionally required spreadsheets, manual reconciliation, or costly integrations. RightRev’s new connector closes that gap by bringing Stripe’s billing flexibility directly into enterprise‑grade revenue recognition, without slowing teams down or forcing them into building custom logic. 

Built for complex pricing models, the connector automatically sends Stripe subscriptions, invoices and usage records into RightRev’s revenue engine—where they run through automated revenue rules, standalone selling price (SSP) allocation, contract‑modification handling, and journal entry generation. With Stripe as the billing source of truth feeding RightRev in near real time, companies gain enterprise‑grade revenue recognition without the overhead of an ERP. 

Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, today unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform. Savvy Intelligence gives advisors a complete, continuously updated view of all client data, including investments, financial plans, and tax information, within a unified, AI-powered environment, marking the next chapter in Savvy’s reinvention of human-centered financial advice. 

Savvy Intelligence is a household-level system of record, eliminating the need for manual reconciliation or system switching, thereby giving advisors a unified, real-time view of each client’s financial life. While traditional RIAs rely on disconnected technology stacks, Savvy was built from day one as an AI-native, integrated solution, empowering its nearly 135 advisors with the context, clarity and leverage needed to deliver truly personalized advice at scale. Savvy Intelligence reinforces this commitment by making it easier than ever for advisors to find, and act upon, meaningful client data, all in one place. 

Savvy Intelligence serves as the central operating environment for Savvy AI agents, all leveraging the same integrated data layer to compound the platform’s value. Its first agent, the Financial Planning Agent, gives advisors a household-level view that provides the context of clients’ financial lives. It models life-change scenarios in real time, surfaces tradeoffs and produces auditable, client-ready outputs in minutes. Advisors can run thousands of “what if” scenarios—drawing automatically from portfolios, tax data, and planning assumptions—with results displayed on a live, interactive canvas, creating flexible, personalized financial plans that continuously adapt as life events change. 

Scienaptic AI, a leading provider of AI-powered credit decisioning, announced an integration with Temenos, a global leader in banking technology. Credit unions using the Temenos’ Loan Origination Solution (LOS) can now access Scienaptic’s AI-driven decisioning directly within their existing loan origination workflows, enabling faster decisions, deeper insights, and more inclusive lending. 

Temenos has over 950 core banking and 600 digital banking customers globally. The integration brings Scienaptic AI’s decisioning signals natively into the Temenos environment, streamlining implementation for credit unions. Scienaptic has already deployed its platform at several credit unions using Temenos’ LOS, with results showing measurable improvements in approval rates and decision speed. 

Square today opened Managerbot, an intelligent business agent built into Square Dashboard, to a broader group of sellers in open beta. Managerbot is the next evolution of Square AI: instead of simply answering questions or assisting with single workflows, Managerbot provides sellers with a powerful, proactive tool that monitors operations, surfaces insights, automates routine tasks, and protects the seller’s business. 

Small business owners didn’t start their businesses to pull reports, reconcile staff schedules, or troubleshoot inventory gaps. They started them because of a passion for their craft, their customers, and their communities. Yet running a business today means spending hours each day on operational tasks that pull focus from what drives growth. While AI tools have rapidly proliferated across office workflows, sellers remain buried in the day-to-day realities of brick-and-mortar operations, forced to react to problems as they surface instead of focusing on what inspired them to open their doors in the first place. 

That’s where Managerbot comes in. Built directly into Square Dashboard, Managerbot acts as an always-on business agent that monitors a business’s performance in real time, flags issues before they become problems, and handles the operational tasks that pull owners away from the work they started their business to do. Importantly, it all works on one key principle: Managerbot proposes an action, and sellers approve. Every action requires the seller’s approval before it executes, keeping owners in control while giving them time back. 

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the launch of SS&C Blue Prism WorkHQ, its agentic automation platform designed to help enterprises operationalize agentic AI safely, transparently and with full control of end-to-end workflows. 

Unveiled at a live event at Nasdaq in New York City, WorkHQ introduces a unified control plane orchestrating people, AI agents, APIs and digital workers into a single governed environment. 

SS&C developed WorkHQ based on its own experience operating at scale across regulated industries. Today, SS&C supports more than 23,000 customers globally with the help of 4,000+ digital workers and more than 50 AI agents. These efforts have enabled SS&C to significantly improve operational efficiency in key processes, reducing processing times by up to 95% in key workflows. 

Trust & Will, the leader in online estate planning, today announced the appointment of Bill Parker as Chief Technology Officer (CTO). In this role, Parker will lead the company’s technology and engineering strategy, overseeing platform development, AI innovation, and the infrastructure powering Trust & Will’s intelligent estate planning system for families, advisors, attorneys, nonprofits, and institutions nationwide. 

Parker brings more than two decades of technology leadership experience across fintech and proptech, with a proven track record of building and scaling high-growth platforms. Most recently, he served as CTO at Leap, where he led product, engineering, information security, and infrastructure while driving a company-wide transformation toward AI-native product development. Before that, he was CTO at Built Technologies, where he scaled the product and engineering organization through a 10x growth period, taking the platform to more than $100 billion in construction spend managed. Earlier in his career, Parker spent nearly 17 years at Quicken Loans / Rocket Companies, rising from engineering and architecture roles to being hand-selected to build Rocket Loans from the ground up, serving as CTO before transitioning to CEO of the business. 

In his new role, Parker will oversee Trust & Will’s engineering organization and technology roadmap as the company continues to scale across its growing network of more than one million users, 26,000+ financial advisors, and 145+ enterprise partners. He will also guide continued investment in AI-powered capabilities, including intelligent document workflows, personalized planning guidance, and life event intelligence for families and the professionals who serve them. 

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced a forward-flow commitment from funds managed by Centerbridge Partners, L.P., an alternative investment manager specializing in private equity, private credit and real estate investing. Centerbridge has agreed to purchase up to $1.2 billion of consumer loans originated through the Upstart platform. 

The agreement consists of a 24-month forward flow arrangement and follows an initial transaction between Upstart and Centerbridge in 2024. 

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced a forward-flow commitment from funds managed by affiliates of Fortress Investment Group (“Fortress”). Fortress has agreed to purchase up to $1.25 billion of consumer loans originated through the Upstart platform over the course of 15 months. 

The agreement follows an initial forward flow transaction between Upstart and Fortress announced in 2025.