IRVINE, Calif. and LITTLETON, Colo., Aug. 24, 2026 — MobileX, the most customizable wireless service designed to save consumers money, today announced a strategic investment from CONX Corporation (OTC: CNXX) (“CONX”). This investment gives CONX a controlling interest in MobileX and injects new capital to accelerate the company’s next phase of growth. As part of the agreement, EchoStar Founder, CEO, and Chairman, as well as CONX Chairman Charlie Ergen and CONX CEO Jason Kiser will join the MobileX Board of Directors.

The investment will help MobileX expand its AI-powered technology platform, grow distribution, and continue its fight against the one-size-fits-all pricing that has defined the wireless industry for decades.

MobileX was built on a simple idea: customers should pay only for what they actually use. Using artificial intelligence to predict data needs and recommend personalized plans, MobileX has become one of the fastest-growing challengers to the traditional carrier model, offering fully customizable plans starting at $3.88 a month*.

“The opportunity ahead is about more than just wireless costs; it’s about redefining how connectivity is delivered and what consumers should expect,” said Peter Adderton, Founder and CEO of MobileX. “CONX shares this vision, and their investment gives us the capital and resources to build on our progress and compete at a much greater scale.”

The investment will allow MobileX to:

• Accelerate customer acquisition and expand its independent dealer and retail footprint;
• Continue investing in its proprietary AI platform that powers personalized plan recommendations; and
• Explore new opportunities in global connectivity and AI-enabled wireless services.

MobileX customers can build their own plan, choose an Unlimited option, or let MobileX’s AI recommend a plan based on actual usage, all on one of the fastest 5G networks in America. New customers can get started through the MobileX iOS/Android apps, mymobilex.com, Amazon, Walmart.com, as well as at more than 3,700 Walmart stores and 5,000 independent dealer locations nationwide.

Financial terms of the transaction were not disclosed. For more information on MobileX and Terms and Conditions of Service, including its fair use policy, visit mymobilex.com.

* Prices do not include applicable taxes and government surcharges.

About MobileX
Headquartered in Orange County, California, MobileX is the world’s most customizable mobile carrier, delivering the ultimate in choice and cost control. MobileX is a unique service that uses artificial intelligence to predict how much data customers need, delivering a dramatic reduction in cost while ensuring reliable speed and service. MobileX was founded by Peter Adderton, who also founded both Boost Mobile and Digital Turbine. For more information, please visit mymobilex.com.

About CONX
CONX is a diversified operating entity seeking opportunities to power the next generation of innovators in communications and connectivity. CONX’s mission is to partner with emerging companies with quality management and strong and differentiated business models with the ability to scale quickly.

Press contact:
Illume PR for MobileX
[email protected]

SOURCE Mobile X Global, Inc.

Re:InvestorHub is now generally available, unifying deal analysis, pipeline management, rehab oversight, and AI coaching in one platform for real estate investors — with a free trial and limited-time Founding Member pricing at launch.

IRVINE, Calif., Aug. 24, 2026 — Re:InvestorHub announced general availability of its platform, the first AI-powered operating system for real estate investors — now open nationwide, uniting deal analysis, pipeline tracking, project management, and AI coaching.

Investors have long juggled disconnected tools — one app to score deals, another for pipeline tracking, a spreadsheet for rehabs. Re:InvestorHub replaces that stack with one workspace built for how investors operate, whether they focus on fix-and-flip, BRRRR, wholesaling, short-term rentals, or multifamily.

“There weren’t many tools geared toward small-to-mid-sized investors — which is why we started Re:InvestorHub.ai,” said Rick, Founder. “We built the platform we wished we had: every deal, every rehab, every dollar of return in one place, with AI that understands real estate.”

WHAT RE:INVESTORHUB DELIVERS
At the center is AI Deal Scoring, which evaluates deals across strategies and surfaces the numbers that matter before capital is committed. Around it, Re:InvestorHub covers the full deal lifecycle:

• Deal Pipeline & Tracking — manage every opportunity from lead to close.
• Rehab Project Management — keep renovations on schedule and budget.
• Construction Change Order Tracking — control scope creep and overruns.
• Document Storage & Deal Vault — keep contracts and paperwork organized.
• Portfolio Dashboard — see the whole portfolio at a glance.
• Three AI Coaches (Annie, Lenny, and Sid) — guidance trained on real investor experience, not generic advice.

What sets its AI apart is what it was trained on: nearly a decade of hands-on investing and the hard lessons of millions built and lost — so guidance reflects how deals actually play out.

BUILT FOR EVERY INVESTOR STRATEGY
Re:InvestorHub serves the full range of investors — house flippers, BRRRR investors, wholesalers, multifamily owners, and STR operators — with a workspace tuned to each strategy, not one-size-fits-all.

FREE TRIAL AND FOUNDING MEMBER PRICING
Re:InvestorHub is offering a free trial of the full platform, plus a limited-time Founding Member promotion locking in special pricing for early adopters. Details at https://reinvestorhub.ai

ABOUT Re:InvestorHub

Re:InvestorHub is the first AI-powered operating system built for real estate investors. Built by investors, for investors, it replaces the fragmented tool stack with one system for how deals actually get done. Learn more at reinvestorhub.ai.

Media Contact:
Rick Sanchez, Founder
[email protected]

Photo(s):
https://www.prlog.org/13164322

Press release distributed by PRLog

SOURCE Re:InvestorHub

AllianceBernstein National Municipal Income Fund, Inc.

Top 10 Fixed-Income Holdings

Portfolio %

1) San Francisco Intl Airport Series 2026-2 5.50%, 05/01/55

3.71 %

2) Melissa Independent School District Series 2024-2 4.25%, 02/01/53

2.11 %

3) Commonwealth of Massachusetts Series 2025-2 5.00%, 01/01/54

2.00 %

4) New York Transportation Development Corp. Series 2024 Zero Coupon, 12/31/54

1.96 %

5) Oklahoma Turnpike Authority Series 2023 4.50%, 01/01/53

1.93 %

6) Dallas Independent School District Series 2024-2 4.00%, 02/15/54

1.87 %

7) State of Hawaii Airports System Revenue Series 2025-2 5.50%, 07/01/54

1.85 %

8) Worthington City School District Series 2025-2 5.50%, 12/01/54

1.85 %

9) Metropolitan Washington Airports Authority Aviation Revenue Series 2025-2 5.50%, 10/01/55

1.85 %

10) City of Atlanta GA Department of Aviation Series 2025-2 5.50%, 07/01/55

1.84 %

Sector/Industry Breakdown

Portfolio %

Revenue

Airport

14.72 %

Health Care – Not-for-Profit

10.30 %

Toll Roads/Transit

5.87 %

Industrial Development – Airline

5.19 %

Revenue – Miscellaneous

4.63 %

Prepay Energy

4.36 %

Primary/Secondary Ed. – Public

4.25 %

Higher Education – Private

3.15 %

Student Housing

2.39 %

Port

2.18 %

Industrial Development – Industry

2.00 %

Senior Living

1.86 %

Higher Education – Public

1.78 %

Water & Sewer

1.50 %

Electric Utility

0.57 %

Tobacco Securitization

0.30 %

Primary/Secondary Ed. – Private

0.17 %

SUBTOTAL

65.22 %

Tax Supported

Local G.O.

9.79 %

State G.O.

6.76 %

Special Tax

3.44 %

Local Lease

1.58 %

Assessment District

0.54 %

State Lease

0.28 %

SUBTOTAL

22.39 %

Guaranteed

9.89 %

Asset-Backed

Housing – Multi-Family

1.80 %

SUBTOTAL

1.80 %

Commercial Mortgage-Backed Securities

Non-Agency Fixed Rate CMBS

0.51 %

SUBTOTAL

0.51 %

Cash & Cash Equivalents

Funds and Investment Trusts

0.17 %

SUBTOTAL

0.17 %

Prerefunded/ETM

0.02 %

Total

100.00 %

State Breakdown

Portfolio %

Texas

12.57 %

California

12.04 %

Florida

8.45 %

New York

8.30 %

Illinois

7.49 %

Massachusetts

6.22 %

Wisconsin

5.80 %

Ohio

4.19 %

Georgia

3.68 %

Hawaii

3.67 %

New Hampshire

3.43 %

District of Columbia

2.57 %

Pennsylvania

2.49 %

Oklahoma

2.32 %

Arizona

1.96 %

Colorado

1.96 %

Louisiana

1.39 %

Minnesota

1.30 %

Michigan

1.26 %

Alabama

0.98 %

Nebraska

0.91 %

Connecticut

0.90 %

Utah

0.76 %

Virginia

0.76 %

South Carolina

0.69 %

Washington

0.68 %

Maryland

0.54 %

Tennessee

0.52 %

Indiana

0.51 %

New Jersey

0.36 %

Arkansas

0.35 %

North Dakota

0.35 %

Oregon

0.24 %

South Dakota

0.13 %

North Carolina

0.05 %

Other

0.18 %

Total Investments

100.00 %

Credit Quality Breakdown

Portfolio %

AAA

10.45 %

AA

39.31 %

A

18.07 %

BBB

16.72 %

BB

7.94 %

B

0.53 %

Not Rated

6.79 %

Pre-refunded Bonds

0.02 %

Short Term Investments

0.17 %

Total

100.00 %

Bonds by Maturity

Portfolio %

Less than 1 Year

0.32 %

1 to 5 Years

0.13 %

5 to 10 Years

2.57 %

10 to 20 Years

14.32 %

20 to 30 Years

64.16 %

More than 30 Years

18.50 %

Other

0.00 %

Total Net Assets

100.00 %

Portfolio Statistics:

AMT Percent:

21.99 %

Average Coupon:

5.90 %

Percentage of Leverage:

Bank Borrowing:

0.00 %

Investment Operations:

0.09 %

Auction Preferred Shares (APS):

0.00 %

Tender Option Bonds:

23.40 %

VMTP Shares:

0.00 %

VRDP Shares:

17.66 %

Total Fund Leverage:

41.15%*

Average Maturity:

   14.04 Years

Effective Duration:

   12.36 Years

Total Net Assets:

$339.07 Million**

Common Stock Net Asset Value:

$11.80

Total Number of Holdings:

189

Portfolio Turnover:

56.00 %

* The total percentage of leverage constitutes 23.40% through the use of tender option bonds, 17.66%

 in issued and outstanding VRDPs and 0.09% in investment operations, which may include the use of 

certain portfolio management techniques such as credit default swaps, dollar rolls, negative cash, 

reverse repurchase agreements and when-issued securities.

** The Fund also had outstanding $100,000,000 of VRDPs at liquidation value, which is not included

in Total Net Assets because it is treated as a liability for financial reporting purposes.

The foregoing portfolio characteristics are as of the date indicated and can be expected to change. The

Fund is a closed-end U.S.-registered management investment company advised by AllianceBernstein L. P.

SAN FRANCISCO, Aug. 24, 2026 — Standard Metrics, the AI-driven portfolio management platform for venture capital and private equity, today announced it has raised $20M in Series B funding led by 8VC with participation from Salesforce Ventures, Spark Capital, January Capital, First Trust Capital Partners, Socii Capital, Kindergarten Ventures, Calm Ventures, Gaingels, and more.

Standard Metrics launched in 2020 with a goal of fixing broken investor relations in the private markets. The company launched with a reporting network focused on automating and improving collaboration between investors and their portfolio companies. The product has evolved into a single source of truth for portfolio performance and investment data, providing rich benchmarks and investment insights. Automated data ingestion and AI-driven analysis and reporting tools help VC/PE firms streamline portfolio reviews, valuations, LP reporting, diligence, and more.

Today, AI tailwinds are unlocking unprecedented growth for private companies. Investors, who are operating in an increasingly competitive environment, are demanding next-generation tools that give them greater speed and intelligence. To meet that demand, Standard Metrics has launched AI document parsing, an on-platform AI Analyst, MCP interoperability, and AI-native services to assist with data operations and portfolio analytics.

Standard Metrics has grown its business by approximately 20X since its Series A, and its platform supports more than 10,000 portfolio companies and 150 firms who manage over $400 billion in assets. Thirty percent of the current Forbes Midas List are customers of Standard Metrics.

“Our mission at Standard Metrics is to accelerate innovation in the private markets,” said John Melas-Kyriazi, co-founder and CEO of Standard Metrics. “This Series B round is a vote of confidence from investors who believe, as we do, that the firms who embrace AI now will be the ones defining the next era of the private markets.”

“We are delighted to deepen our partnership with Standard Metrics, a company that we co-founded in 2020,” said Alex Moore, board member at Standard Metrics and Partner at 8VC. “The community of forward-thinking investors and portfolio companies adopting Standard Metrics is impressive, and we see tremendous opportunity ahead for AI to transform the private markets.”

Standard Metrics will use this new capital to deepen its AI capabilities, expand its team, and bring its platform to more private market investors and portfolio companies.

About Standard Metrics

Standard Metrics is an AI-driven portfolio management solution trusted by leading VC/PE firms and their portfolio companies. Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes, and performance benchmarking. For more information visit https://standardmetrics.io/.

About 8VC

8VC is a leading technology investment firm, investing in visionary teams and backing industry-transforming companies. The partners have a proven track record as founders, engineers, and operators of successful companies including Palantir, Addepar, Resilience, and OpenGov. 8VC manages over $9 billion in committed capital, investing primarily in defense, financial services, logistics, life sciences, and healthcare. 8VC’s Build program creates transformative new companies addressing critical gaps in each of the above sectors.

SOURCE Standard Metrics

SAN FRANCISCO, Aug. 24, 2026 — YL Ventures, the global cybersecurity-focused venture capital firm, has placed in the top decile of PitchBook’s 2025 Global Manager Performance Score League Tables. It is the fourth consecutive year that the firm has finished in the top 10% of global venture capital fund managers, this time among 368 fund families.

The firm’s PitchBook Performance Score has risen in each of the last three years, from 70.5 in the 2022 tables to 72.6 in 2023, 75.8 in 2024 and 76.7 in the 2025 tables. Of every firm in the venture capital top decile this year, YL Ventures is the only one dedicated exclusively to cybersecurity. The full league tables are published on PitchBook’s Insights page.

PitchBook scores fund families against peer groups based on strategy and vintage year, weighing each fund by its age and how far its returns sit from the benchmark. Because the framework accounts for fund maturity and favors funds with higher DPI (the ratio of distributed capital to invested capital), it carries extra weight with institutional allocators.

“Sustained performance in venture capital comes from proximity, being close to the founders, close to the ecosystem and close to the technology through the years of building that follow,” said Yoav Leitersdorf, Managing Partner at YL Ventures. “That is how we have worked since the firm’s founding, and it is what this ranking measures over time. Our attention now is on the next generation of companies taking shape, in a market AI is revolutionizing faster than anyone expected.”

YL Ventures is a venture capital firm dedicated exclusively to cybersecurity. For nearly two decades, the firm has partnered with top Israeli founders from inception, helping build category-leading companies that define the market. With offices in Silicon Valley and Tel Aviv and $800M under management, YL Ventures provides access to an unrivaled network of CISOs and industry leaders, shaping the next generation of Israeli cybersecurity innovation. Repeatedly recognized by PitchBook and TIME magazine for both performance and influence, YL Ventures stands at the forefront of cybersecurity venture capital.

The firm’s current portfolio includes Novee, Native, MIND, Miggo, Opti, Hush and Cycode, among others. It has many successful exits including Aim Security, acquired by Cato Networks, Twistlock, acquired by Palo Alto Networks, Hexadite, acquired by Microsoft, Medigate, acquired by Claroty, Vulcan Cyber, acquired by Tenable, Spera Security, acquired by Okta, and Axonius, exited to late-stage investors.

Media Contact
Merav Ben Avi
VP Marketing, YL Ventures
[email protected]

SOURCE YL Ventures

Venture-backed startup to deliver smart Amphora systems under the PRISM Program

SAN BRUNO, Calif., Aug. 24, 2026 — Chariot Defense, a defense technology company pioneering next-generation software-defined power distribution for modern warfare, today announced it was awarded a $7.6 million contract by the Department of War Innovation Unit (DIU) under the Portable Resilient Integrated Storage Module (PRISM) program. Chariot will deploy its flagship Amphora power systems to U.S. Army brigades this fall, bringing soldiers hybrid power at the tactical edge.

“Our mission is to build the power infrastructure layer supporting our troops in modern warfare,” said Adam Warmoth, Founder and CEO of Chariot Defense. “Today’s battlefield technology demands integration of intelligent power control and distribution to extend the endurance of constrained energy supplies. Our Amphora systems are a software-defined combat multiplier, enhancing warfighters’ capability to see, sense, strike, and survive in contested environments.”

The PRISM contract, a rapid 12-month delivery effort, directly targets the military’s critical battlefield electric-power crisis. Distributed forces are increasingly dependent on power-hungry drones, electronic warfare, and edge AI compute networks, but legacy battlefield power solutions still rely on loud, heavy liquid-fuel generators that expose unit positions with their ever-present acoustic and thermal signatures.

“Power availability decides what equipment troops get to bring to the fight,” added Warmoth. “A formation should not have to choose which systems stay powered-up. When that happens, soldiers fight with their hands tied and commanders can’t use the advanced equipment they need to perform their missions. Amphora takes the energy already on the battlefield and puts it under optimized software control, so units run their drones, their EW kit, and their compute from one system seamlessly. We are bringing the commercial power technology revolution directly to defense, enabling operators to run critical systems quietly and reliably, and doing so with a secure supply chain, without dependence on Chinese components.”

Amphora hardware integrates seamlessly with existing tactical generators, solar arrays, and all military vehicles, becoming a bi-directional intelligent power controller that requires no specialized training or maintenance. In combat scenarios, Amphora has demonstrated the ability to reduce fuel consumption by up to 60 percent, extend silent operations up to 36 hours, and report tactical energy data into next-generation command and control networks, allowing optimization of power and energy across an entire theater.

Founded in August 2024 by Warmoth, a Stanford-trained engineer who previously scaled the counter-unmanned drone Programs of Record at Anduril Industries, Chariot Defense is backed by $41 million in total venture funding, including a $34 million Series A led by Andreessen Horowitz. Chariot is headquartered in the San Francisco Bay Area of California.

About Chariot Defense
Chariot Defense is a defense technology company pioneering next-generation software-defined power distribution systems built for the demands of modern warfare. The company’s hardware is NDAA, BAA, TAA compliant. Learn more at www.chariotdefense.com.

Media Contact
[email protected]

SOURCE Chariot Defense

Joe Trippi and Lever Communications Team Join Amygdala’s Board of Advisors

WASHINGTON, Aug. 24, 2026 — Amygdala www.amygdala.com, the first enterprise-grade, Neuroscience + GenAi platform built for political campaigns, announced today that Democratic campaign operative and movement politics veteran Joe Trippi has joined its Advisory Board.

Amygdala has developed a first-of-its-kind platform based on blending the neuroscience and the Amygdala response to win elections. “NeuroPolitics” models how voters feel in their non-conscious, and not what they say. Amygdala generates Polling, Messaging and Positioning strategies engineered to persuade and activate voters and donors.

Trippi will bring his decades of political experience helping guide Amygdala along with his veteran campaign team at Lever Communications, including partner and campaign strategist Alex Shashlo. Trippi is currently engaged by multiple statewide battleground races and several Congressional races, along with serving as a senior advisor to the Lincoln Project where he helps direct campaign strategy.

Trippi said, “I believe in leveraging the best technology and aligning it with political movements. Social networks are driving division and fear in our politics and it’s time we fight back with cutting edge neuroscience.”

“I feel as if I have been a voice screaming in the wilderness about how candidates must appeal to more than reason – but primal emotion to activate voters. Understanding and triggering this neural emotion pathway will win both the midterms, and the general election,” said Trippi. 

Amygdala was launched by a team of former Nielsen research executives, neuroscientists and political scientists, GenAi engineers, and physicists, from U.C. Berkeley, and political campaign veterans in Washington, DC and Wisconsin. Amygdala is currently providing strategy, polling and messaging for gubernatorial, state senate, and house and U.S. Congressional election campaigns, said the founders.

“Emotions win elections,” said Dr. Robert Tatterson, co-founder and CEO. “At Amygdala we believe the solution creates neural alignment with the electorate. By utilizing deep neuroscience-backed algorithms powered by AI and Voter Digital Twins – models of voters – campaigns can move beyond the blunt guesswork of traditional polling and message testing. When we understand the cognitive pathways of the electorate, we will speak to it with a clarity that has been missing.”

Amygdala has established offices in San Francisco, Washington, and Milwaukee/Chicago. Amygdala’s campaign clients are now in the highly contested Midwest region. Tatterson is a former tech and R&D executive who has more recently run for office and supported other candidates and organizations in the Midwest. Devin Pracar is a founder and strategist.

“That is the larger lesson for candidates and campaign managers looking toward the midterms,” said Pracar, co-founder of Amygdala. “Attraction and activation are neural mechanisms beyond simple logic and reason, especially among GenZ voters, millennials, and seniors.”

Demonstrated success was in the recent Wisconsin Gubernatorial Primary where Amygdala was the single poll that predicted the upset winner. Cost, time efficiency, and accuracy are at the foundation of Amygdala’s Neuroscience-centered approach, said the founders.

Amygdala offers software as a service platform to individual campaigns on a monthly subscription basis. Subscriptions are also available to political consulting firms and other campaign managers. For more information or to schedule a demonstration, please visit: www.amygdala.com 

Contact:

Mike Smith

Chief Political Officer

Amygdala

703-623-3834

SOURCE Amygdala

Pay.com.au processes more than US$7 billion annually for 30,000+ Australian
businesses; PayRewards enables U.S. SMBs to earn points on commercial rent,
supplier invoices and other SMB bills paid by ACH or card

NEW YORK, Aug. 24, 2026 — PayRewards, a rewards-first platform built specifically for small business, launches in the US with US$28 million in new Series E funding, bringing total capital raised to US $70 million. The new U.S. company allows American businesses, which move trillions through accounts payable every year and earn nothing on most of it, to earn rewards points on ALL payments including ACH (bank transfer) and credit card. The round was privately funded by a group of existing and new investors.

Parent Pay.com.au, Australia’s largest payments and rewards ecosystem, expands to the U.S. after processing more than US$7 billion in business expenses in the last 12 months, serving more than 30,000 businesses. This represents 100% YoY growth. The new raise follows a November 2025 fundraise totaling A$25 million (approximately US$18 million).

The gap PayRewards is targeting

At a time when American consumers are decidedly rewards-driven, business payments like rent, utilities, taxes often go unrewarded because of credit card restrictions or incompatible payment systems. By using PayRewards, business owners can earn points on all their bill payments, both ACH/bank transfer and credit card, turning previously unrewarded spend into a rewards currency. These points are redeemable across major airline and hotel loyalty programs, cabin and room upgrades, gift cards, employee incentives, custom requests, or credit against future invoices on the platform.

How PayRewards works

Unlike subscription-based bill-pay tools, PayRewards charges no monthly platform fee. A business pays only when it chooses to earn points. And because PayRewards layers its own points on top of whatever card rewards a business already earns, it can, in effect, double the rewards on the same dollar. PayRewards calls this the Double-Dip.

Says PayRewards U.S. CEO Blake Hutchison, “PayRewards is an end-to-end platform making it simple to pay anyone, by card or bank transfer, and earn full credit card and PayRewards Points in return.”

“The rewards are incredibly flexible. It’s the best rewards program we’ve used across our business, and we’re earning points on expenses we’d be paying anyway,” says Steve Shillington, McDonald’s franchisee and PayRewards customer.

PayRewards is available to U.S. small businesses in most U.S. states*. For more information, visit Payrewards.com.

About PayRewards

PayRewards is the U.S. arm of Australia-based Pay.com.au, a rewards-first platform that lets businesses earn points on payments that traditionally go unrewarded, including bank transfers, alongside the rewards they already earn on card spend. Members can redeem points across a growing network of airline and hotel partners, plus gift cards, employee incentives, concierge redemptions, and credit toward other invoices.

About Pay.com.au

Founded in 2019, Pay.com.au is an Australian payments and rewards platform. In the last 12 months the platform has processed more than A$10 billion in business expenses and serves more than 30,000 businesses. Pay.com.au allows businesses to pay suppliers, tax, payroll, and other expenses while earning PayRewards points, redeemable across a network of 16 global airline, hotel, and card partners.

Media Contact:

Ruth Sarfaty

[email protected]

201 960 4664

* PayRewards is not yet available in Connecticut, Hawaii, New Mexico, South Dakota, Washington, DC, and West Virginia.

SOURCE PayRewards

The Scout Program, developed by The AmeriFlex Group, creates complete profiles for hundreds of advisors in need of succession planning support in minutes

LAS VEGAS, Aug. 24, 2026 — The AmeriFlex Group^® (or “the firm”), an advisor-owned hybrid RIA recognized for its planning-first approach and succession solutions, today announced it has developed a proprietary AI-enabled program that analyzes hundreds of firms and creates comprehensive profiles of each in the time it once took to review a single practice. The program, called Scout, is currently being tested in five key markets for The AmeriFlex Group^® and will be rolled out nationally next year.

“Scout is a gold miner that quickly and efficiently identifies financial advisors who are at or near succession in their practices, allowing our team to focus more on helping them maximize the value of their own life’s work,” said Thomas Goodson, founder and CEO of The AmeriFlex Group^®. “By developing this program, we can move more quickly to bring together advisors entering the final stage of their careers with advisors hungry for additional growth, while focusing on the critical cultural aspects of these connections. This program frees us up to build our firm sustainably.”

How Scout Works

Built in part with Anthropic’s Claude AI solution, the team applies this tool to a variety of public and proprietary data sources to develop a profile of firms that may need support with long-term succession planning. Using these profiles, The AmeriFlex Group’s succession specialists can more efficiently initiate conversations and engagement with more practices, while freeing them up to ensure a personalized and smooth transition.

“The scale of the succession crisis required a different approach and a new set of solutions,” said Jesse Kurrasch, Chief Operating Officer of The AmeriFlex Group®. “This tool enables our team to help more advisors, scale our business and ensure we have the time and resources to give these advisors the support they rightfully expect as they consider the final chapter in their working lives.”

By leveraging this program, along with other growth initiatives, The AmeriFlex Group® expects to expand its advisor ranks by 100 advisors in the next 24 months. Earlier this year, the firm announced it welcomed 18 advisors to the platform, representing more than $1.7 billion in total client assets in the first half of 2026. In January, the firm announced it had secured a strategic minority investment from its broker-dealer partner, Cambridge Investment Research. 

About The AmeriFlex Group^®
The AmeriFlex Group^® is recognized as The Home for Hybrids^® (www.HomeForHybrids.com) — BD/RIA Transitional Wealth Planners™. The RIA is owned and operated by its advisor members and partners. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services offered through The AmeriFlex Group^®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.

Media Contact:
Haven Tower Group
Donald C. Cutler or Grant Cox
424.317.4864 or 424.317.4871
[email protected] or [email protected]  

SOURCE The AmeriFlex Group