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CogniCor Commences Advisory Board Transformation with Addition of Beacon Pointe Chairman and Co-Founder Shannon Eusey

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Award-winning, venture-backed intelligence and orchestration platform for RIAs transforms its Advisory Board with the addition of Eusey to help accelerate next phase of strategic growth

PALO ALTO, Calif., Aug. 10, 2026 /PRNewswire/ — CogniCor, the award-winning intelligence and orchestration platform for RIA firms and other wealth management enterprises, today announced the addition of Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors (“Beacon Pointe”), to its Advisory Board. With a unique focus on unifying disparate data into a seamless intelligence layer that drives high-quality insight and orchestrated action, CogniCor is transforming its Advisory Board with the addition of industry leaders like Eusey to help accelerate the company’s next phase of strategic growth.

RIA founder and industry trailblazer to advise on strategy and growth

An RIA channel leader and wealth management industry trailblazer, Eusey spearheaded the launch and growth of Beacon Pointe Advisors into one of the nation’s largest registered investment advisers, with over $62 billion in total assets under advisement serving private clients, foundations, and retirement plans. She joins CogniCor’s transformed Board to advise on the company’s strategic planning and growth initiatives.

“Having a leader of Shannon’s stature and expertise on our Advisory Board adds a new dimension and a unique perspective to our firm for years to come,” said Dr. Sindhu Joseph, CEO and Co-Founder of CogniCor. “I’ve long admired her career, and I’ve also had the opportunity to know her as a customer through Beacon Pointe’s partnership with CogniCor. Shannon has a well-earned reputation as a visionary, innovative, and deeply respected leader—the right voice at the right time as we shape the next chapter of our company. Our mission extends beyond helping advisors make faster or more efficient decisions. We are building the intelligence and orchestration layer that unifies fragmented data, coordinates actions across the wealth ecosystem, and enables every advisor to deliver highly personalized advice with consistency, scale, and confidence.”

Recognition of CogniCor’s innovation and value-add for RIAs

Over her 30-year career, Eusey has been a thought leader who has helped shape the modern wealth management industry. Prior to co-founding Beacon Pointe and building it into a highly successful RIA, she served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management. She is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Forbes, Financial Planning Magazine, and other publications, and has received numerous industry recognitions.

Eusey serves, or has served, on numerous boards, including Banc of California, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, the CNBC Financial Advisor Council, and Scratchworks, a FinTech accelerator connecting innovative technology companies with investment and wealth management leaders to advance digital transformation across financial services.

“I understand where our industry is heading, and CogniCor has consistently been ahead of the curve in recognizing how AI can help advisors serve more clients without sacrificing the quality or personalization of their advice,” said Eusey. “What convinced me is a team with real AI depth and years actually lived inside wealth management—thinking as hard about how intelligence fits into an RIA’s existing world as they have about the intelligence itself. That matters because fragmented AI and fragmented data create fragmented decisions. CogniCor unifies fragmented data into a single intelligence and orchestration layer, transforming it into coordinated intelligence and orchestrated action across households, advisor practices, and the firm. That’s what transforms AI from a feature into trusted infrastructure, and it’s why I’m excited to help scale the platform and expand its impact across the wealth management industry.”

With a long-term passion for financial education, Eusey is a founding member of the Beacon Pointe Women’s Advisory Institute and co-author of Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international bestseller. She graduated from the University of California, Irvine, earned her MBA from the UCLA Anderson School of Business, and received the Directors’ Consortium – Public certification from the Stanford University Graduate School of Business.

Increasing advisor capacity

CogniCor’s platform gives wealth management firms a way to address three trends creating an inflection point in the industry: a shortage of financial advisors relative to demand, the retirement of up to 40% of experienced advisors over the next decade, and a growing number of affluent households eager and able to pay for advice.

“Despite concerted recruitment efforts, firms will be hard-pressed to meet the growing demand for financial guidance with new advisors alone over the coming decade,” said Joseph. “The real opportunity isn’t just solving the advisor capacity challenge—it’s expanding access to personalized financial advice. AI will enable every advisor to serve significantly more households while preserving the trust, personalization, and human relationships that define exceptional advice.”

“At CogniCor, we’re developing a new way of addressing these issues: a holistic platform that connects disparate tools — and critically, the data behind them — into insight advisors can actually act on,” Joseph added. “That’s how we deliver on AI’s promise of productivity and organic growth, economically and at scale.”

About CogniCor

CogniCor is a venture-backed AI company building the intelligence and orchestration layer for AI-native wealth management. Its platform, Advisor Copilot, unifies disparate data across a firm’s tech stack — capturing client conversations, aggregating data across systems, and orchestrating next-best actions — so RIAs and other wealth management enterprises can scale advisor capacity without sacrificing personalization or trust. Built with enterprise-grade security and governance at its core, CogniCor gives firms a secure foundation to turn fragmented data into high-quality insight and orchestrated action — without asking advisors to adopt another disconnected tool. CogniCor is headquartered in Palo Alto, California.

For more information, visit www.cognicor.com.

Media Contacts 
Donald Cutler or Lorene Yue
Haven Tower Group
424 317 4864 or 424 317 4854
dcutler@haventower.com or lyue@haventower.com

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SonicWall Earns Clean Sweep of 2026 CRN Annual Report Card Awards in Network Security – Enterprise Category

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August 10, 2026

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MILPITAS, Calif., Aug. 10, 2026 /PRNewswire/ — SonicWall today announced it earned a clean sweep of the 2026 CRN® Annual Report Card (ARC) Awards in the Network Security – Enterprise category from CRN®, a brand of The Channel Company. SonicWall was named the overall winner of the category and also earned top honors in all subcategories: Product Innovation, Support, Partnership, and Managed & Cloud Services.

Among the IT channel’s most respected honors, the CRN Annual Report Card (ARC) Awards recognize technology vendors that excel in supporting and empowering their partner communities. Award winners are chosen based on direct feedback from solution providers, who evaluate vendors on the strength of their channel programs, partner experience, product innovation, and commitment to building successful, long-term partnerships.

“To lead not just the overall category, but to have the highest average score in every single subcategory, is proof our partners recognize not only the innovation in network security SonicWall delivers, but also the investment we’ve made in their success,” said Chandro Prasad, Chief Product Officer at SonicWall. “It is a humbling recognition from the partners we work with every day. Sweeping every subcategory isn’t a coincidence; it’s validation that the direction we’ve been building toward is the right one, and one we intend to keep pushing on.”

Based on thousands of solution provider evaluations collected across North America, the CRN Annual Report Card (ARC) Awards recognize the technology vendors that deliver exceptional value to their channel partners.

“As a former partner of SonicWall, it doesn’t surprise me that we swept every subcategory this year,” said Jonathan Berger, Global Channel Chief at SonicWall. “I saw firsthand the level of support and partnership SonicWall brings to the table in Product Innovation, Support, Partnership, and Managed & Cloud Services. I couldn’t be prouder and more honored, to be part of the team delivering this incredible achievement.”

Honoring excellence across 23 technology categories, the awards highlight leadership in product innovation, support, partnership, and managed and cloud services. ARC winners stand out for their commitment to helping solution providers grow, compete, and succeed.

“The CRN Annual Report Card Awards honor technology vendors that set the standard for channel excellence,” said Jennifer Follett, VP, U.S. Content and Executive Editor, CRN, The Channel Company. “Selected based on direct feedback from solution providers, this year’s winners have demonstrated exceptional commitment to innovation, partnership, and enabling partner success. We congratulate the 2026 ARC Award winners for earning the trust and recognition of the channel community through their continued leadership and dedication.”

Coverage of the CRN 2026 ARC winners can be found online at www.CRN.com/ARC. Award winners were spotlighted during The Channel Company’s XChange August 2026 conference.

To learn more, visit SonicWall at www.sonicwall.com. 

About SonicWall
SonicWall is a partner-first unified cybersecurity portfolio that helps SMBs, MSPs, and IT teams consolidate network, endpoint, cloud, and threat response across hybrid environments. For more than 30 years, SonicWall has championed a partner-first model that combines purpose-built technology, cloud-delivered security services and real-time threat intelligence to help businesses prevent breaches, reduce risk and stay operational in the face of evolving modern threats. We are committed to deliver the best security outcomes for our customers where others deliver features and functions. Through its unified cybersecurity portfolio and global community of over 17,000 partners, SonicWall enables managed service providers to actively manage, continuously optimize and measurably protect networks, cloud environments, endpoints and applications. The company is redefining cybersecurity around outcomes that matter to business leaders, including breach prevention, compliance achievement, cost efficiency and reduced human error, because protection is not about what a product can do but about what it actually delivers.

About The Channel Company 

The Channel Company (TCC) is the global leader in channel growth for the world’s top technology brands. We accelerate success across strategic channels for tech vendors, solution providers, and end users with premier media brands, integrated marketing and event services, strategic consulting, and exclusive market and audience insights. TCC is a portfolio company of investment funds managed by EagleTree Capital, a New York City-based private equity firm. For more information, visit thechannelco.com.

Follow The Channel Company: LinkedIn and X

© 2026 The Channel Company, Inc. The Channel Company logo is a registered trademark of The Channel Company, Inc. All other trademarks and trade names are the properties of their respective owners. All rights reserved.

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Scale Computing, Inc. Honored With CRN 2026 Annual Report Card (ARC) Award

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August 10, 2026

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Solution Providers Rank Scale Computing as the Top Performer in Hybrid Cloud Infrastructure for Eighth Consecutive Year

AUSTIN, Texas, Aug. 10, 2026 /PRNewswire/ — Scale Computing, the leader in edge computing and network solutions, today announced the company has earned a 2026 CRN Annual Report Card (ARC) Award in the Hybrid Cloud Infrastructure category from CRN®, a brand of The Channel Company. This is the eighth consecutive year Scale Computing has been recognized as a CRN ARC Award winner, and the company once again swept all subcategories, including Product Innovation, Support, Partnership, and Managed & Cloud Services.

Among the IT channel’s most respected honors, the CRN Annual Report Card (ARC) Awards recognize technology vendors that excel in supporting and empowering their partner communities. Award winners are chosen based on direct feedback from solution providers, who evaluate vendors on the strength of their channel programs, partner experience, product innovation, and commitment to building successful, long-term partnerships.

“We’re honored to be recognized with a CRN ARC Award for the eighth year in a row, winning the Hybrid Cloud Infrastructure category and sweeping all subcategories,” said Kyle Fenske, global channel chief, Scale Computing. “Scale Computing solutions are built to run and protect critical applications with operational simplicity and high availability, from the core data center to the most distributed edge locations. The CRN ARC Award recognition reaffirms that Scale Computing is the number one solution for Hybrid Cloud Infrastructure.”

Scale Computing brings compute, centralized management, networking, and security together under one vendor, greatly reducing risk, operating costs, and complexity. Scale Computing has new purpose-built solutions that streamline edge operations, including:

SC//AcuVigil™ managed network solutions pair 24/7 network operations support with self-service visibility and control, giving multi-site operators a unified way to monitor, troubleshoot, secure, and optimize every connection across their network.SC//Connect™ secure SD-WAN solutions deliver cloud-native SD-WAN and SASE solutions that simplify WAN management and boost performance, security, and reliability across the enterprise.SC//HyperCore™ virtualization suite integrates software, servers, and storage into a fully unified virtualization suite, saving organizations time and resources.SC//Reliant™ Edge Computing as a Service is a hardware- and cloud-agnostic, API-capable edge platform that empowers multi-site businesses to manage applications, networks, and security at scale, without added complexity or overburdened IT teams.

Based on thousands of solution provider evaluations collected across North America, the CRN ARC Awards recognize the technology vendors that deliver exceptional value to their channel partners. Honoring excellence across 23 technology categories, the awards highlight leadership in product innovation, support, partnership, and managed and cloud services. ARC winners stand out for their commitment to helping solution providers grow, compete, and succeed.

“The CRN Annual Report Card Awards honor technology vendors that set the standard for channel excellence,” said Jennifer Follett, VP, U.S. Content and Executive Editor, CRN, The Channel Company. “Selected based on direct feedback from solution providers, this year’s winners have demonstrated exceptional commitment to innovation, partnership, and enabling partner success. We congratulate the 2026 ARC Award winners for earning the trust and recognition of the channel community through their continued leadership and dedication.”

Coverage of the CRN 2026 ARC winners can be found online at www.CRN.com/ARC. To learn more about the award-winning Scale Computing edge computing and network solutions, please visit scalecomputing.com/products.

About Scale Computing, Inc.
Scale Computing, Inc. is the industry’s largest edge-first platform company, uniquely positioned to power the AI-driven future of distributed enterprises. Providing edge computing, managed network security, re-virtualization and hyperconverged solutions, Scale Computing delivers an integrated infrastructure that adapts and scales from one to 50,000 locations. Thousands of organizations around the world rely on Scale Computing to power critical applications with unparalleled ease. Scale Computing is backed by Oaktree Capital Management L.P., one of the world’s largest funds with over $200 billion in assets under management. For more information, visit www.scalecomputing.com. 

© 2026 Scale Computing, Inc. All rights reserved. Scale Computing is a trademark of Scale Computing, Inc. CRN is a registered trademark of The Channel Company, used with permission. All other marks are the property of their respective owners. 

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Finster AI secures investment from UBS to advance AI innovation in investment banking

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August 10, 2026

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Investment reflects a focus on AI-native infrastructure supporting research, advisory, and capital markets workflows

NEW YORK, Aug. 10, 2026 /PRNewswire/ — Finster AI, the AI intelligence layer for financial professionals, today announced a strategic investment by UBS Investment Bank as part of Finster’s Series B financing round, alongside FactSet.

The investment relates to the development of AI-native workflows, secure enterprise systems, and trusted data infrastructure to support financial institutions in areas such as research, analysis, and client service. 

Finster AI is an AI-native platform designed to support research, analysis, and content workflows across investment banking and asset management. Finster’s intuitive platform uses AI to integrate structured financial data, unstructured content, and institutional knowledge into unified workflows to generate faster, traceable insights, and enhance client engagement.

The proactive AI can create client-ready briefing decks, model companies and markets ahead of strategic transactions, and continuously monitor sectors for emerging trends, competitive activity, opportunities, and market-moving events. By accelerating research, surfacing relevant insights, and simplifying analysis, the platform allows users to increase productivity and unlock more revenue generating opportunities. 

Finster’s technology is being developed in collaboration with ecosystem partners including FactSet, whose AI for Banking platform provides a secure, unified environment for workflow automation and data-driven insight generation across investment banking and research teams.

Finster is designed to integrate with the internal and external data sources financial institutions rely on. Through FactSet’s AI for Banking platform, Finster brings financial data and analytics into AI-native workflows and connects seamlessly with widely used applications including Microsoft Excel and PowerPoint.

“UBS Investment Bank’s investment in Finster AI reflects our interest in technologies that support the continued evolution of investment banking workflows,” said Greg Peirce, Co-Head of Global Banking APAC and AI Business Sponsor. “AI and data infrastructure continue to advance across financial services, with potential applications in enhancing efficiency, transparency, and insight generation across advisory and capital markets activities.” 
The investment will support Finster’s continued development of enterprise-grade AI infrastructure tailored to investment banking use cases, including expanded workflow capabilities, deeper data integrations, and functionality designed for regulated environments.

“This investment from UBS Investment Bank, alongside FactSet reflects the growing importance of AI-native infrastructure in investment banking,” said Sid Jayakumar, CEO, Finster AI.

“We believe the next generation of banking workflows will be built on trusted data, secure AI infrastructure, and workflow-aware automation that enables faster, more transparent, and better-informed decision-making. Through FactSet’s AI for Banking platform, we are bringing those capabilities directly into the banking workflows where they can create the greatest impact.”

About Finster AI
Finster AI is an AI-native intelligence and agent orchestration platform purpose-built for investment banks, asset managers, and institutional investors. The platform helps financial institutions source, synthesize, and act on structured data, unstructured content, internal knowledge, and external market signals within existing workflows and tools. Led by experts from DeepMind, Meta, J.P. Morgan, and Morgan Stanley, Finster is building enterprise-grade AI infrastructure for the financial services industry.

About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that help our clients maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy side, sell side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, a presence in 20 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,100 global clients and over 247,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

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