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Confluence Financial Partners Announces Strategic Partnership with Constellation Wealth Capital

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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.

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SOURCE Confluence Financial Partners

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NEO3 Launches Cadence, an AI-Powered ERP Implementation Platform Clients Can Watch in Real Time

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August 24, 2026

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Offered by monthly subscription, trained on 400+ of the firm’s own implementations, and targeting 90-day go-lives on Oracle NetSuite.

NEW MIDDLETOWN, Ohio, Aug. 24, 2026 /PRNewswire/ — NEO3, LLC, an ERP consulting firm that has delivered more than 400 implementations since 1999, today announced the general availability of Cadence by neo³ — an AI-assisted ERP implementation platform delivered as a monthly subscription rather than a traditional capital project.

Cadence gives clients a live view of their own implementation: current stage, percent complete, what is finished, what comes next, and a single named next action. Each of the nine stages opens as a card showing documents submitted, questions outstanding, and decisions recorded — replacing the status call and the periodically updated slide.

The platform targets 90 days to go-live on qualified projects. AI produces first-pass requirements, scope, and configuration documentation that consultants review and correct — cutting manual documentation roughly in half and redirecting about twice as much consultant time toward client teams.

“This year we changed our tagline to AI-Powered ERP, and we meant it,” said Jim Rosenberg, President and CEO of NEO3. “We did not put our logo on a general-purpose chatbot. Cadence’s AI is trained on our own implementations — four hundred-plus real projects, what worked and what broke. Every recommendation cites the finding behind it, and no output reaches a client without one of our consultants reviewing it. AI does the volume. Our people do the judgment.”

Data conversion, where implementations most often lose schedule, is handled across three of the nine stages — setup data, core data, and go-live data — each with its own approval gate. AI cleanses, maps, and validates records and flags exceptions for consultant review, and conversion is included in the subscription rather than billed as a separate scope item. Clients also receive a learning system built around their own configuration, available for the life of the subscription to train future hires.

“ERP has always been a capital decision — a big number and a long approval cycle before anything can start,” Rosenberg said. “A predictable monthly payment changes who can get started, and because we stay engaged for as long as a client runs on the system, our incentives point the same direction as theirs.”

NEO3 is also extending Cadence to existing clients for support, continual improvement, and additional projects such as warehouse management and CPQ.

Availability

Cadence by neo³ is available now for Oracle NetSuite implementations. Registering at cadence.neo3.ai provides access to a product demonstration and an instant implementation estimate.

About NEO3, LLC

NEO3 is an AI-powered ERP consulting firm founded in 1999 and headquartered in New Middletown, Ohio. An Oracle NetSuite Solution Provider Partner, NEO3 has delivered more than 400 ERP implementations, including more than 90 on NetSuite, for manufacturers, distributors, nonprofits, and healthcare organizations. Its consultants are based entirely in the United States. Learn more at neo3.com.

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SOURCE NEO3, LLC

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Marketing Leaders from the Philadelphia Eagles, NASA, HubSpot, and Nuuly Join Bestselling Author Ann Handley at Digital Summit Philadelphia 2026

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August 24, 2026

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PHILADELPHIA, Aug. 24, 2026 /PRNewswire/ — Digital Summit Philadelphia, the two-day conference for marketing leaders will take place September 23–24, 2026 at The Bellevue Hotel, bringing together marketing executives, strategists, and practitioners to explore the latest shifts in AI, search, content, and brand strategy.

Wall Street Journal bestselling author Ann Handley opens the summit on September 23 with “Marketing ASAP: A Smarter Way to Work in an Instant-Results World,” addressing how marketers can move faster without sacrificing quality in an always-on environment. On September 24, Jen Kavanagh, SVP of Media and Marketing for the Philadelphia Eagles, joins a fireside chat to share how one of the NFL’s most recognizable brands builds fan engagement and media strategy at scale.

Beyond the keynotes, the agenda features a lineup of speakers including Christina Clark, Head of Product for SEO at HubSpot, on building content that wins in the growing field of answer engine optimization; Kim Gallagher, Executive Director of Marketing & Customer Success at Nuuly, in a fireside chat decoding Gen Z consumer behavior; and Thalia K. Patrinos, Communication Strategist at NASA, on leadership lessons in authenticity.

The two-day program is organized into multiple concurrent tracks, giving attendees the flexibility to build a schedule around their priorities. Sessions across these tracks dig into some of the industry’s most pressing topics, including generative engine optimization (GEO) and AI search, AI-powered lead generation and paid media bidding, content frameworks that drive conversion, personal branding for career growth, and the ethical questions raised by AI adoption in marketing.

Select premium sessions including deep dives on scaling GEO with AI-powered agents and building repeatable, higher-converting content systems will be reserved for attendees holding a Premium or VIP pass.

In addition to the educational programming, the event will offer extensive networking opportunities throughout both days, including multiple networking recharge breaks, exhibits, two networking lunches, a happy hour, and invite-only VIP reception on the evening of September 23.

Digital Summit Philadelphia is part of the Digital Summit series, which hosts 8+ marketing conferences across the United States.

Registration and full agenda details are available at digitalsummit.com/philadelphia. You can use code NEWS to save $100 off any ticket.

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SOURCE Digital Summit

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Edimakor V5.2.0 Integrates DeepSeek V4 for AI Story and Elevates AI Avatars with New Templates

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August 24, 2026

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HONG KONG, Aug. 24, 2026 /PRNewswire/ — HitPaw Edimakor V5.2.0 has arrived with major upgrades designed to make AI video creation faster, more consistent, and easier to manage. The latest release introduces DeepSeek V4 integration for smarter AI story generation, alongside a new AI Avatar template system that helps creators produce digital human videos more efficiently. The update also brings improvements to the AI Head Swap feature — giving users greater flexibility when creating character-based content.

Together — these enhancements streamline the creative journey from developing a story and building visual assets to creating reusable AI avatars and producing finished videos.

What Is New in Edimakor V5.2.0?

AI Story Generator with DeepSeek V4 Integration

The integration of DeepSeek V4 brings a new level of consistency and efficiency to Edimakor’s AI Story Generator. One of the key improvements is support for three-view renderings of characters. This gives creators a clearer visual reference for their characters and helps maintain consistency when generating images for different parts of a story.

The update also introduces full-screen previews for character, scene, and prop assets. Creators can review these visual elements more clearly before moving forward with their projects. Combined with improvements in generation speed and quality, the enhanced AI Story Generator makes it easier to develop richer visual stories with less manual effort.

AI Head Swap for More Natural Character Replacement

Edimakor V5.2.0 also upgrades its AI Head Swap capability, offering a more complete replacement than traditional AI Face Swap. As Face Swap primarily changes facial features while Head Swap replaces the entire head and hairstyle.

This difference helps solve common visual problems caused by mismatched hairstyles and face shapes. It can also deliver more natural results when characters appear from side angles, when parts of the head are obstructed, or when the subject makes vigorous movements.

AI Avatars Get a More Efficient Creative Workflow

The AI Avatar feature receives a standalone update focused on making digital human creation faster and more convenient. New one-click video templates provide ready-made settings for different scenarios, allowing creators to generate AI avatar videos without building every project from scratch.

The update also lets users save custom templates. Personalised avatar settings, including appearance, voice, and movements, can be stored and reused across projects. This helps maintain character consistency while reducing repetitive setup work, especially for creators producing videos regularly.

A More Complete Story-to-Video Workflow

Edimakor V5.2.0 brings smarter storytelling, reliable character creation, and reusable AI Avatar workflows together in one platform. DeepSeek V4 helps develop the narrative and visual assets, while AI Head Swap provides greater flexibility for character creation. Upgrade to Edimakor V5.2.0 and experience a more streamlined approach to AI storytelling, character creation, and video production.

Learn more: https://edimakor.hitpaw.com/

This release was issued through Send2Press® on behalf of the news source. For more information, visit Send2Press Newswire at https://www.send2press.com/

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SOURCE HitPaw Edimakor

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