New partnership brings additional resources to support Confluence’s long-term growth and continued investment in clients, advisors and associates

PITTSBURGH, Aug. 24, 2026 /PRNewswire/ — Confluence Financial Partners (“Confluence”), an independent wealth management firm with approximately $7.6 billion in assets under management and an additional $400 million in 401(k) plan assets as of August 18, 2026*, that has experienced significant growth in recent years, today announced a new strategic partnership with Constellation Wealth Capital (“CWC”).

Through the partnership, CWC will make a minority investment in Confluence, providing additional capital and strategic resources to support the firm’s long-term growth. Confluence will continue to be led and controlled by its existing leadership team and remain focused on the principles that have guided the firm throughout its history: maintaining a client-centered approach, investing in its people and building a business designed to endure.

With five offices across Pennsylvania and Florida including Pittsburgh, McMurray, Sewickley and Grove City, Pennsylvania, and Bonita Springs, Florida. Confluence has continued to expand its presence and capabilities while remaining focused on delivering a high level of service and support for clients. Recently recognized by Citywire as Pennsylvania’s fastest-growing RIA**, the firm enters this partnership from a position of strength and continued momentum.

“For us, this decision was about where we want to take Confluence over the next decade and beyond,” said Greg Weimer, CEO and Co-Founder of Confluence Financial Partners. “We have ambitious plans for our future, but growth alone has never been the goal. We want to continue building a successful firm, one that strives to provide high-quality financial advice to clients, creates meaningful opportunities for our people and gives advisors the resources and support needed to serve clients effectively. We believe Constellation is the right partner to help us do that.”

Confluence has grown by continually reinvesting in the capabilities, expertise and infrastructure needed to serve increasingly complex client needs. The partnership with CWC will create additional opportunities for the firm to make those investments while also supporting strategic growth initiatives.

For clients, the way they work with Confluence will remain unchanged. The firm’s advisors, leadership and approach to financial planning and investment management will remain in place.

“We were intentional about finding a partner who appreciates both what Confluence has become and what we believe it can be,” Weimer said. “Constellation understands our industry, respects our culture and shares our long-term mindset. That alignment was extremely important to us.”

Constellation Wealth Capital focuses exclusively on investing in and supporting wealth management businesses. Its approach combines long-term capital with industry experience and strategic resources while allowing partner firms to retain the leadership, culture and characteristics that have driven their success.

“We are highly impressed by what Greg and Gregory have built at Confluence,” said Pat McHugh, Partner and Head of Investments at Constellation Wealth Capital. “They have established a differentiated brand in the Pittsburgh market, built on a longstanding commitment to client service and enduring client relationships. We see a bright future for this team and are proud to support them.”

“We are thrilled to partner with the Confluence team,” said Karl Heckenberg, Managing Partner and Founder of Constellation Wealth Capital. “We are excited to be able to support their momentum and growth in Pittsburgh and we are confident that this partnership will allow the Confluence team to continue building, growing and delivering great outcomes for their clients and team.”

The partnership comes as Confluence continues to invest in the future of its business and pursue opportunities that enhance the services and support it provides to clients and advisors. With CWC’s support, Confluence plans to build upon that momentum while remaining committed to thoughtful, sustainable growth.

About Confluence Financial Partners

Confluence Financial Partners is an independent wealth management firm committed to helping clients maximize their lives and legacies. With approximately $7.6 billion in assets under management and an additional $400 million in 401(k) plan assets as of August 18, 2026, the firm provides comprehensive financial planning and investment management services to individuals, families, businesses and institutions, bringing together specialized expertise to address the opportunities and complexities that come with significant wealth. For more information, visit ConfluenceFP.com.

About Constellation Wealth Capital

Constellation Wealth Capital is an alternative asset management platform dedicated to the wealth management industry. CWC provides flexible, long-term capital solutions and strategic advisory support to wealth management firms, drawing on deep industry experience and relationships to support its partner firms. Learn more at www.constellationwealthcapital.com or contact us at info@constellationwealthcapital.com.

*Assets under management (“AUM”) are as of August 18, 2026. AUM includes discretionary and non-discretionary assets managed by Confluence Financial Partners as defined in the firm’s Form ADV. Past growth is not indicative of future results.

**The award was granted by Citywire on August 10, 2026, and is awarded annually. The award was based on criteria established by the awarding organization and is not indicative of future investment performance or the experience of any client. Confluence Financial Partners did not pay compensation to obtain the award and is not affiliated with Citywire. Nominees are evaluated based on percentage growth in AUM, dollar/monetary growth in AUM and percentage growth in employees. It is not known how many advisers were considered for the award.

Confluence Wealth Services, LLC. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about the firm, including its services and fees, please refer to Form ADV Part 2A and Form CRS available at www.adviserinfo.sec.gov.

View original content to download multimedia:https://www.prnewswire.com/news-releases/confluence-financial-partners-announces-strategic-partnership-with-constellation-wealth-capital-302858481.html

SOURCE Confluence Financial Partners

Partnership extends TechnologyMatch’s buyer-driven model with deeper discovery and solution guidance for technology needs aligned to Get IT Sense’s portfolio.

ORLANDO, Fla., Aug. 24, 2026 /PRNewswire/ — TechnologyMatch and Get IT Sense today announced a strategic partnership designed to help businesses move from an active technology need to the right technology solution with greater clarity.

TechnologyMatch is a buyer-driven technology marketplace designed to solve the problems inherent in traditional B2B technology lead generation. Rather than manufacturing demand through cold outreach or pushing buyers into premature sales conversations, TechnologyMatch starts with active buyer needs, connects IT decision-makers with relevant technology partners, and gives buyers control over when and how engagement begins.

Under the partnership, when a TechnologyMatch buyer has a need that aligns with the Get IT Sense portfolio, TechnologyMatch can match that buyer directly with Get IT Sense. Get IT Sense then conducts a deeper discovery process to understand the organization’s business requirements, current environment, priorities, budget, risk, and other considerations before identifying the MSP or technology partner best suited to address the need.

The model is designed to move beyond simply handing a buyer to a provider. It adds a deeper layer of discovery before the final provider recommendation, helping ensure the solution and partner are aligned to what the organization is actually trying to solve.

“Technology buyers don’t need more vendors competing for their attention. They need a better way to get to the right solution,” said Tonya Turrell, CEO and co-founder of TechnologyMatch. “TechnologyMatch was built to put the buyer and the buying need at the center of the process. Our partnership with Get IT Sense extends that model by adding deeper discovery where it matters, so the buyer can move forward with greater clarity and the provider enters the conversation with a much stronger understanding of the opportunity.”

Deeper Discovery Before the Provider Match

Finding an interested buyer is only one part of a successful technology purchase. Complex IT decisions often require a deeper understanding of the organization’s environment, business priorities, technical requirements, financial considerations, risk, and implementation needs before the right provider can be selected.

For opportunities that fit the Get IT Sense portfolio, Get IT Sense can support that deeper evaluation by clarifying requirements, reviewing the current environment, comparing potential approaches, coordinating technical discovery, and identifying the MSP or technology partner best aligned to the buyer’s needs.

“Our role is to help customers clearly understand what they’re solving for before they commit to a solution,” said Scott Raymer, CEO of Get IT Sense. “That means looking at the business need, current environment, cost, risk, and available options so leadership can make a well-informed technology decision.”

Get IT Sense participates in revenue from opportunities it sources that ultimately result in closed business. Its compensation is tied to successfully connecting customers with providers that can address the needs identified through its discovery process.

A Buyer-Driven Alternative to Traditional Lead Generation

Traditional technology lead generation is often optimized around getting a seller access to a buyer. TechnologyMatch takes a different approach by starting with a real buyer need and creating a buyer-controlled path to relevant providers.

The Get IT Sense partnership extends that approach for technology needs that benefit from deeper discovery. Rather than rushing directly from expressed interest to a sales conversation, the buyer can first gain additional clarity around the problem, the environment, and the solution requirements before the right MSP or technology partner is introduced.

The partnership can support organizations evaluating areas including cybersecurity, cloud and infrastructure, communications, connectivity, data protection, managed services, artificial intelligence, and other business technology initiatives.

About Get IT Sense

Get IT Sense helps businesses make smarter technology decisions through business-first IT advisory, cybersecurity leadership, technology assessments, cost and solution analysis, provider evaluation, and implementation support.

Its structured approach helps business leaders connect technology decisions to operational needs, financial priorities, risk, and long-term business goals.

For more information, visit www.getitsense.com.

About TechnologyMatch

TechnologyMatch is a buyer-driven technology marketplace designed to solve the problems inherent in traditional B2B technology lead generation. TechnologyMatch starts with active buyer needs, connects IT decision-makers with relevant technology partners, and gives buyers control over when and how engagement begins. The result is a better buying experience for IT leaders and higher-quality opportunities for technology providers.

For more information, visit www.technologymatch.com.

View original content to download multimedia:https://www.prnewswire.com/news-releases/technologymatch-and-get-it-sense-partner-to-create-a-better-technology-buying-experience-302858489.html

SOURCE The Launchpad Group dba TechnologyMatch.com

The article outlines required permits, zoning steps, and inspections needed to complete commercial construction projects in Indiana.

INDIANAPOLIS, Aug. 24, 2026 /PRNewswire/ — What permits are required for commercial construction in Indiana? HelloNation has published an article that provides clear answers and guidance for developers and business owners navigating the permit process.

The HelloNation article explains that commercial construction in Indiana begins with securing a building permit, which serves as the foundation of any project. A building permit confirms that construction plans meet state and local safety, structural, and accessibility standards. Without a proper building permit, projects may face delays, fines, or even removal of completed work, making early approval essential in Indianapolis and across Indiana.

The article describes how zoning approval plays a central role in commercial construction planning. Local zoning boards in Indianapolis review whether a project complies with land-use rules, including building height, setbacks, and parking requirements. Zoning approval may also involve special permissions for projects near residential or environmentally sensitive areas. The article notes that addressing zoning approval early in the permit process helps reduce costly delays and keeps projects moving forward.

Beyond a building permit and zoning approval, the article outlines additional permits often required for commercial construction. These may include electrical, plumbing, and mechanical permits, each tied to specific systems within a building. The HelloNation article emphasizes that inspections are required at various stages to ensure compliance with Indiana regulations. These inspections help confirm that work meets safety standards before moving to the next phase of construction.

The article also explores how commercial renovations follow similar rules but may vary depending on the scope of work. While minor cosmetic updates might not require permits, most commercial renovations involving structural, electrical, or plumbing changes will need approval. The permit process for commercial renovations in Indianapolis often includes plan reviews and scheduled inspections to verify that updates comply with current Indiana building codes.

Commercial Construction Expert Bradley Quakenbush of White Oak Commercial Group is featured in the article, providing industry context on how professionals approach the permit process. The article highlights that experienced contractors and designers play an important role in managing commercial construction requirements, helping ensure that each building permit and zoning approval is secured properly.

The HelloNation article further explains that inspections are not just a formality but a key safeguard in commercial construction. Inspectors review progress at critical milestones, ensuring compliance with approved plans and identifying issues before they become costly problems. In Indianapolis, inspections are scheduled through local departments, and staying organized with documentation is essential for passing each phase of review.

Preparation and coordination are presented as essential strategies for success. The article notes that understanding the permit process early allows developers to plan timelines and budgets more accurately. Working with knowledgeable professionals can streamline approvals, reduce errors, and ensure that all commercial construction activities align with Indiana regulations.

The article concludes that commercial construction in Indiana requires a structured approach that includes obtaining a building permit, securing zoning approval, and completing required inspections. By following the correct permit process and staying informed about local requirements in Indianapolis, business owners can move projects forward efficiently while avoiding unnecessary setbacks.

What Permits Are Required for Commercial Construction in Indiana features insights from Bradley Quakenbush, Commercial Construction Expert of Indianapolis, Indiana, in HelloNation.

About HelloNation
HelloNation is America’s Good News Network, a premier media platform built on the idea that good news travels faster when real people tell real stories. Through its community-focused publications and innovative “edvertising” approach, HelloNation delivers content that informs, inspires, and spotlights the leaders making a meaningful impact in their communities.

View original content to download multimedia:https://www.prnewswire.com/news-releases/hellonation-examines-commercial-construction-permits-with-commercial-contractor-expert-bradley-quakenbush-302858291.html

SOURCE HelloNation