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Collective Launches Compass, the AI Platform Built to Research, Plan and Execute in the Private Market

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Compass gives financial advisors private company intelligence, client-specific planning and anonymous execution support in one workflow.

HUNTINGTON BEACH, Calif., Sept. 14, 2026 /PRNewswire/ — Collective today launched Compass, Collective’s AI platform built to help financial advisors understand, plan for and act on their clients’ pre-IPO equity. Selected from hundreds of applicants for the AI Demo Drop at the Future Proof Festival, Compass is being demonstrated live on the main stage today.

For many advisors, private company equity has become the largest asset on their clients’ balance sheets. There are now 900+ U.S. unicorns worth roughly $6 trillion, up from just 10 in 2010. The median time from founding to IPO is now about 14 years. Employees and founders often hold enormous paper wealth that is hard to value, plan for, or convert into liquidity or a smart diversified portfolio. Advisors, wealth product providers and wealth platforms lack the data and infrastructure to help them.

“Advisors are being asked to counsel clients whose single biggest holding is an asset they can’t value or do anything with,” said Greg Brogger, CEO and co-founder of Collective. “It’s not a knowledge gap. It’s an infrastructure gap. Compass closes it.” With Compass, advisors can access private market data, tools and execution capabilities a general-purpose AI can’t reach. Generic chatbots can only describe private market solutions at a conceptual level. Compass learns a client’s specific circumstances, identifies the best solution to achieve their goals and then helps get it done.

Research. Plan. Execute.

Compass combines proprietary private market intelligence, planning tools and execution services in one AI interface:

Research. Company-level information on thousands of private companies including enterprise value, per share pricing, financing history, capital structure and issuer secondaries and transfer policies.Plan. Compass learns and retains client context and goals across sessions to generate client-specific analysis, including exit scenario and payout modeling, option exercise and forfeiture analysis, concentration risk and tax modeling. Compass then matches client goals with a specific wealth strategy. Every analysis is built on expert-vetted models, with assumptions and reasoning shown in plain language an advisor can put in front of a client or compliance officer.Execute. Compass and Collective’s transaction team are available to source actionable terms and bids from counterparties. Covered solutions include stock sales, forwards, recourse and non-recourse loans, option exercise solutions, exchange funds, donor-advised funds, charitable remainder trusts and 10b5-1 plans. The advisor and client’s identity is kept confidential until the advisor selects their counterparty.

Today’s stage demo features a hypothetical client: a California-based CTO who needs $2 million in cash within 60 days while diversifying a concentrated position and minimizing their taxes. In one chat session, Compass values the client’s options and creates an executable plan combining a stock loan and an exchange fund contribution.

“Generating informed, effective wealth strategies like this used to take advisors weeks, many phone calls and emails, and referrals to private market specialists,” Brogger said. “We built Compass so an advisor can do it inside one session, without handing off the client relationship.”

Availability

Compass is available to financial advisors today. For a limited time, Compass is free for advisors – no credit card required.  The first 100 advisors to register at collectivecompass.ai lock in this promotional offer for life.* Future Proof attendees can register at Collective’s kiosk, Booth 726, Zone 3, through September 17th.

*Promotional offer subject to terms and conditions available at collectivecompass.ai.

About Collective Compass

Compass is Collective’s private market AI platform for financial advisors. It combines private company information, market data, planning tools, wealth-solution analysis and execution services to help advisors identify and implement the best outcomes for clients holding private company equity. Compass is built by Collective, whose team founded SharesPost, the first marketplace for shares in private, venture-backed companies, the Private Shares Fund (formerly the SharesPost100 Fund), launched Nasdaq Private Market and created the Collective Exchange Fund, the first exchange fund for private company shareholders. Learn more at collectivecompass.ai.

Media Contact
Giora Farber
+972547950442
422425@email4pr.com 

Compass provides information and analysis for use by financial professionals. It does not provide investment, tax or legal advice to any individual. Its output is not a recommendation to buy or sell any security. Advisors remain responsible for suitability determinations and for advice provided to their clients. Private company securities are illiquid and speculative. Transfer restrictions may prevent any transaction from being completed. Indicative terms are not commitments.

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SOURCE Collective

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Hadrius AI Governance Selected by Ritholtz Wealth Management to Enable Firmwide Claude Deployment

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Agentic compliance infrastructure provider selected by national RIA to modernize communications archiving and deploy AI governance purpose-built for SEC and FINRA oversight

NEW YORK, Sept. 15, 2026 /PRNewswire/ — Hadrius, the leading agentic compliance infrastructure for financial services firms, today announced that Ritholtz Wealth Management (“Ritholtz”), a national RIA overseeing more than $9.4 billion for individuals, high-net-worth clients and institutions, has selected Hadrius to monitor Claude Enterprise activity and data access as well as archive user interactions with Claude. The oversight provided by Hadrius enables Ritholtz to safely deploy Anthropic’s enterprise Claude chatbot across its entire workforce.

Hadrius’ monitoring tool represents the first AI governance module tailored specifically to financial services. The partnership originated when Ritholtz approached Hadrius needing specialized AI oversight aligned with SEC requirements. While regulators have established that existing supervisory obligations apply to AI, specific monitoring standards remain unwritten. Hadrius leveraged its deep expertise in AI and wealth management compliance to rapidly build and deploy the precise oversight solution required.

“Compliance officers are being asked to roll out technology no one has written the rules for yet,” said Thomas Stewart, Co-Founder & CEO of Hadrius. “This tool lets firms treat AI activity the way they already treat email: logged, reviewable, and ready for an examiner. We’re proud to partner with Ritholtz on innovating the type of oversight that lets advisors leverage AI without compromising regulatory compliance.”

Built around Hadrius’ integration with Claude’s Compliance API, the tool delivers real-time usage metrics to ensure employee LLM activity conforms to data security standards and automatically archives according to SEC and FINRA recordkeeping rules. As part of the firmwide rollout, Ritholtz will also consolidate all non-AI communications archiving onto Hadrius, marking a key step toward a unified compliance ecosystem.

“AI is coming to every wealth management firm whether they have a strategy for it or not,” said Josh Brown, CEO of Ritholtz. “We know our people are going to use these tools, and we want them using the best ones with the right guardrails in place. The question was how do we give everyone access to Claude while giving our compliance team the visibility and controls they need? Hadrius understood that immediately. They built the infrastructure that lets us embrace this technology nimbly and responsibly. That’s how you actually innovate in a regulated industry.”

The proliferation of AI tools has created a new source of employee activity for regulated financial firms to supervise and retain. Hadrius brings that activity into the same compliance infrastructure as other communications channels, helping firms like Ritholtz reduce blind spots while maintaining searchable, audit-ready records.

About Hadrius
Hadrius is agentic compliance infrastructure for financial services firms. Built by compliance professionals and AI experts, Hadrius consolidates every point of compliance risk into an audit-ready system of record, reducing manual compliance review by 70%. Hadrius has raised $27 million in funding and is trusted by more than 500 financial institutions and investment firms.

About Ritholtz Wealth Management
Ritholtz Wealth Management is a Registered Investment Adviser based in New York City, with offices across the country, that offers a full suite of financial planning and asset management services to individuals, high-net-worth households, corporate retirement plans, endowments and charitable foundations. The firm’s core principle is bringing value-added investment and financial planning help to its clients as a fee-only fiduciary advisor. For more information, please visit ritholtzwealth.com, follow us on Instagram, LinkedIn and on YouTube at The Compound.

Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place.

Media contacts

For Hadrius: 
Leonard DeFranco
leonard@hadrius.com

For Ritholtz:
Jimmy Moock
jimmy@streetcredpr.com
610-304-4570

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Pye-Barker Fire & Safety Earns Great Place To Work Certification™

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82% of Team Members Say It’s a Great Place to Work Compared to 57% at Typical U.S. Company

ATLANTA, Sept. 15, 2026 /PRNewswire/ — Pye-Barker Fire & Safety — the largest fully integrated and full-service fire protection, life safety and security services provider in the United States — has been Certified as a Great Place To Work® for the second year in a row. The prestigious award is based entirely on what current team members say about their experience working at Pye-Barker. This year, 82% of Pye-Barker employees in a survey said the company is a great place to work– 25 points higher than the average U.S. company, where the typical figure is 57%, according to Great Place To Work research.

Pye-Barker Fire & Safety has been Certified as a Great Place To Work® for the second year in a row.

“We work hard every day to make sure our team members feel Pye-Barker is a great place to work,” said Rebecca True, chief human resources officer, Pye-Barker Fire & Safety. “Together, we’ve built a culture centered on protecting lives, property and businesses while investing in career growth, recognizing strong performance and empowering our local teams to serve their communities with excellence. This certification reflects that commitment, and it belongs to each of our team members who makes it real every day.”

The certification process included surveying a sample of Pye-Barker team members and evaluating more than 60 elements of their on-the-job experience, including trust in leadership, pride in their work and camaraderie with their teams. Highlights from team members’ feedback include:

95% said Pye-Barker is a physically safe place to work94% said people are treated fairly regardless of their race94% said people are treated fairly regardless of their sexual orientation92% said they are able to take time off from work when they think it’s necessary90% said people are treated fairly regardless of their gender

Caring for its people is foundational to Pye-Barker, and the company has made intentional investments that provide both immediate support and long-term opportunity for team members. Continued career growth, from role-specific skills training to leadership development, are central to the company’s commitment to each individual. In 2025, Pye-Barker launched the ALL In employee ownership plan, granting significant awards to every eligible full-time team member at no cost to them. The ALL In (Achieving Lasting Legacy Incentive) award is a future bonus tied to the company’s growth, making Pye-Barker the largest company in the fire and life safety industry powered by employee ownership.

The company established the Pye-Barker Safety Net Fund to provide financial assistance to team members facing unexpected hardship or recovering from natural disasters. This year, it has provided support to more than 80 team members dealing with illness, winter storms and other times of crisis.

Pye-Barker’s commitment extends beyond its own workforce through its “What Matters” giving platform, which supports its people, communities and fellow protectors. The company partnered with the National Fallen Firefighters Foundation to sponsor a Staff Ride in Charleston, South Carolina, and teamed up with seven-time NASCAR champion Jimmie Johnson on the Helmet of Heroes tribute at the DAYTONA 500, honoring America’s fallen firefighters and raising funds for firefighter families and advancing firefighter safety.

To learn more about working at Pye-Barker Fire & Safety, visit careers.pyebarkerfs.com.

About Pye-Barker Fire & Safety

As the U.S. leader in fully integrated life safety systems, Pye-Barker Fire & Safety provides complete fire protection and security systems nationwide. With over 250 locations and 8,000 team members, Pye-Barker is a Great Place to Work® Certified™ company that is also listed on the Inc. 5000 and ranks No. 3 on the SDM 100.

Visit pyebarkerfs.com to learn more about our culture of caring.

About Great Place To Work Certification™

Great Place To Work® Certification™ is the most definitive ’employer-of-choice’ recognition that companies aspire to achieve. It is the only recognition based entirely on what employees report about their workplace experience – specifically, how consistently they experience a high-trust workplace. Great Place To Work Certification is recognized worldwide by employees and employers alike and is the global benchmark for identifying and recognizing outstanding employee experience. Every year, more than 10,000 companies across 60 countries apply to certify with Great Place To Work.

About Great Place To Work®

As the global authority on workplace culture, Great Place To Work® brings 30 years of groundbreaking research and data to help every place become a great place to work for all. Their proprietary platform and For All™ Model helps companies evaluate the experience of every employee, with exemplary workplaces becoming Great Place To Work Certified™ or receiving recognition on a coveted Best Workplaces™ List. Learn more at greatplacetowork.com.

Media Contact:

James Taylor
jtaylor@fulltiltconsulting.com 

View original content to download multimedia:https://www.prnewswire.com/news-releases/pye-barker-fire–safety-earns-great-place-to-work-certification-302878402.html

SOURCE Pye-Barker Fire & Safety

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TWELVIO SIGNS GLOBAL GROWTH AGREEMENT WITH RETARGET.GG TO SCALE A NEW MARKETPLACE FOR BLOCKED TRAFFIC

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Retarget.gg transforms blocked customer journeys into revenue, and after reaching 15 million users in three months, it is ready to take the model worldwide

TORONTO, Sept. 15, 2026 /PRNewswire/ — Twelvio, a leading social and digital entertainment marketing agency, today announced a collaboration agreement with Retarget.gg, an affiliate marketplace that turns geo-blocked and non-converting traffic into revenue.

In its first three months, Retarget.gg recorded:

More than 15 million user journeys retargetedMore than 12 million relevant offers displayedMore than 1 million clicks generated

Retarget.gg addresses a costly problem: businesses pay to attract visitors, but when an offer is unavailable in a user’s location, that customer journey and its commercial value typically ends.

Through a simple integration, Retarget.gg detects where a visitor is coming from, applies geographic rules, and displays relevant offers available in that market. The original business earns from traffic it cannot serve, participating brands reach high-intent potential customers, and the visitor receives a useful alternative instead of a dead end.

Unlike traditional advertising retargeting, Retarget.gg acts when a visitor reaches an unavailable offer, connecting that user with an alternative they can access.

“Businesses continue to invest heavily in acquiring traffic while overlooking the value of visitors already reaching their websites,” said a Twelvio spokesperson. “Retarget.gg turns that missed demand into a new revenue channel. It is more than an affiliate tool. It is a marketplace for customer intent, connecting traffic that one business cannot serve with another business that is ready to convert it. Twelvio will help take that opportunity to new partners, markets, and industries worldwide.”

From North American Gaming to Global Markets

Under the agreement, Twelvio will support Retarget.gg’s growth through affiliate relationships, strategic brand partnerships, performance marketing, market entry, and expansion into new industries.

Retarget.gg is currently deployed across multiple sweepstakes and real-money casino brands in North America. Gaming, with its complex regulatory requirements, has provided a strong proving ground for technology designed to match visitors with offers available in their market.

Beginning in October, immediately following SBC Summit Lisbon, Retarget.gg plans to expand worldwide and beyond gaming.

The model can serve industries where customer access depends on geography, licensing, eligibility, inventory, delivery, or product availability. Retarget.gg’s long-term ambition is to create a global marketplace for customer intent, transforming interrupted digital journeys into valuable commercial connections.

Twelvio and Retarget.gg to Showcase Collaboration at SBC Summit Lisbon

Twelvio and Retarget.gg will jointly showcase their collaboration at SBC Summit 2026, taking place in Lisbon from September 29 to October 1.

Both companies will be represented at the Invicta Entertainment Group stand B551 in Hall 2, where visitors can experience Retarget.gg’s platform in action and meet the teams supporting its partnerships, commercial growth and international expansion.

“Invicta Entertainment Group has spent the past 10 years building, launching, and scaling businesses across the gaming industry. That experience helps us identify ventures with the potential to solve real commercial problems and reshape the market,” said Yuliya Ivanisova, Chief Commercial Officer of Invicta. “Our group invests in the most promising ventures, and Retarget.gg is part of that vision. Together with Twelvio, we are proud to showcase its capabilities at SBC Summit in Lisbon.”

“This collaboration brings together two highly complementary strengths,” said Alex Green, CMO of Retarget.gg. “Retarget.gg provides the technology and a proven monetization model, while Twelvio brings the commercial relationships, performance-marketing expertise, and international reach needed to scale it. Together, we can help more businesses recover revenue from traffic they cannot serve while giving more brands access to high-intent customers worldwide.”

During a live demonstration, visitors will see how Retarget.gg identifies blocked traffic, matches users with available offers, and tracks performance through one analytics dashboard. The Twelvio and Retarget.gg teams will also meet with operators, brands, affiliates, and traffic partners interested in joining the marketplace ahead of its worldwide expansion.

Meet Twelvio and Retarget.gg at SBC Summit Lisbon
Invicta Entertainment Group • Stand B551 • Hall 2
September 29–October 1, 2026

Bring us the traffic you are losing. We will show you how to turn it into your next revenue stream.

About Twelvio

Twelvio is a leading social gaming and digital entertainment marketing agency offering brand strategy, performance marketing, media buying, affiliate and influencer partnerships, SEO and ASO, content, creative production, CRM, analytics and international market expansion.

Twelvio combines industry expertise, technology, and end-to-end execution to help entertainment brands launch, scale, and turn demand into revenue.

For more information, visit www.twelvio.com.

About Retarget.gg

Retarget.gg is an affiliate marketplace that transforms geo-blocked and non-converting traffic into measurable revenue. The platform helps businesses monetize visitors they cannot serve, gives participating brands access to high-intent customers and offers users a relevant alternative instead of a blocked page.

Initially deployed in North American gaming, Retarget.gg is preparing for worldwide and cross-industry expansion.

For more information, visit www.retarget.gg.

View original content to download multimedia:https://www.prnewswire.com/news-releases/twelvio-signs-global-growth-agreement-with-retargetgg-to-scale-a-new-marketplace-for-blocked-traffic-302878489.html

SOURCE Twelvio

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