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Feathery Launches AI-Powered Proposal Generation for Wealth Management

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New tool will help firms deliver a highly personalized client experience at scale

SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ — Feathery, the AI operating and decisioning system for financial services, today announced the launch of its new AI-Powered Proposal Generation solution for wealth management firms. As firms look for ways to improve organic growth rates, this innovation solves the long-standing operational challenge of creating highly personalized proposals for every client.

Proposal Generation makes highly personalized proposals practical at scale. Feathery brings together client data, planning documents, advisor expertise, and firm-approved templates in a single AI workspace, drawing information from systems such as Salesforce, eMoney, Vanilla, Holistiplan, Addepar, Morningstar, and more. Feathery’s AI assistant, Robin, uses those inputs to draft a proposal tailored to each client’s financial picture, goals, and priorities while maintaining the firm’s templates, branding, and disclosures. Teams can then collaborate on the proposal and chat with Robin in natural language to make changes, with updates reflected directly in the document.

“Wealth firms know how to deliver personalization that’s unique to each client’s financial situation but doing so takes time and requires significant collaboration across different groups in an organization,” said Peter Dun, co-founder and CEO of Feathery. “Feathery helps firms bring together their collective expertise and remove operational complexity so they can deliver more personalized experiences while reducing manual work.”

Reflecting Each Client’s Unique Financial Story

With Proposal Generation, Feathery helps firms overcome the traditional tradeoff between speed and personalization. By reducing the manual preparation and coordination behind each proposal, Feathery helps firms deliver a higher level of personalization more consistently across their advisor teams, without requiring the same level of effort for every client.

Proposal Generation is the latest addition to Feathery’s platform that is flexible and specialized enough to power the entire client and policy lifecycle while fitting seamlessly into the systems firms already rely on. Feathery has extensive experience automating complex wealth management workflows including advisor onboarding, account opening, advisor transitions and repapering.

See AI Proposal Generation in action at https://www.feathery.io/wealth-management/proposal-generation

About Feathery

Feathery is an AI operating and decisioning system purpose-built for financial services enterprises. Insurance and wealth management firms use Feathery to automate data collection, document processing, onboarding experiences, and operational workflows while integrating seamlessly with existing systems. For more information, follow Feathery on LinkedIn or visit https://www.feathery.io/.

Media Contact

Grant Cox
Haven Tower Group
424 317 4871
gcox@haventower.com

View original content:https://www.prnewswire.com/news-releases/feathery-launches-ai-powered-proposal-generation-for-wealth-management-302847672.html

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Logicbroker Named to the 2026 Inc. 5000, a List of America’s Fastest-Growing Private Companies

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Company Recognized for the 4th time, continuing to expand role as enterprise commerce leader

NEW YORK, Aug. 11, 2026 /PRNewswire-PRWeb/ — Logicbroker today announced that it was named to the 2026 Inc. 5000, the annual list of the fastest-growing private companies in the United States. Logicbroker ranked number 351 in the software category.

“This recognition reflects the work our team has put into helping our enterprise retailer and brand customers run mission-critical commerce operations,” said Omar Qari, CEO of Logicbroker. “I’m proud of what this team has delivered and even more excited about what’s ahead.”

The Inc. 5000 recognizes independent U.S. businesses that have demonstrated sustained revenue growth while driving innovation, creating jobs, and shaping the future of the economy. Past honorees include Microsoft, Meta, Chobani, Oracle, and Patagonia.

“This recognition reflects the work our team has put into helping our enterprise retailer and brand customers run mission-critical commerce operations,” said Omar Qari, CEO of Logicbroker. “I’m proud of what this team has delivered and even more excited about what’s ahead.”

This year’s Inc. 5000 recognizes a new class of companies redefining what growth looks like. From AI and advanced manufacturing to healthcare, consumer products, and professional services, these businesses are expanding their impact, creating jobs and proving that entrepreneurial ambition continues to fuel the U.S. economy. Among the 5,000 companies on the list, the median three-year revenue growth rate was 130%, and those companies have collectively added more than 627,208 jobs to the U.S. economy over the past three years.

For the full Inc. 5000 list, honoree company profiles, and a searchable database by industry and location, please visit: www.inc.com/inc5000.

“Every company on the Inc. 5000 has a story of perseverance, smart decision making, and a refusal to sit still,” says Mike Hofman, editor-in-chief of Inc. “Their growth reflects more than strong financial performance–it reflects creativity, resilience, and the customer focus required to build companies that make a lasting impact. We congratulate all honorees on this significant achievement.”

Inc. will celebrate the honorees at the 2026 Inc. 5000 Conference & Gala, taking place October 14–16 in Dallas, Texas and the top 500 will be listed in the Fall issue of Inc. Magazine. Tickets are on sale now.

Inc. 5000 List Methodology

Companies on the 2026 Inc. 5000 are ranked according to percentage revenue growth from 2022 to 2025. To qualify, companies must have been founded and generating revenue by March 31, 2022. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2025. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2022 is $100,000; the minimum for 2025 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons.

About Logicbroker

Logicbroker helps enterprise retailers, brands, suppliers and distributors scale their commerce operations with greater control and accountability. Its Intelligent Commerce Network connects trading partners, systems, and channels across supplier onboarding, product data, order orchestration, fulfillment and exception management. Trusted by global leaders like Dick’s Sporting Goods, Samsung, Walgreens, and Home Depot, Logicbroker powers $10+ billion in GMV by automating the entire end-to-end process from discovery to doorstep and stock to dock. We ensure our clients’ products are discoverable, shoppable, fulfillable, and returnable, giving them the control to grow faster, delight customers, and achieve operational excellence. Learn more at www.logicbroker.com.

About Inc.

Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit www.inc.com.

Media Contact

Becca McCarthy, Logicbroker, 1 2039297633, bmccarthy@logicbroker.com, www.logicbroker.com

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PredictAP Named No. 256 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

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PredictAP Recognized for More Than 1,000% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent Businesses

BOSTON, Aug. 11, 2026 /PRNewswire-PRWeb/ — PredictAP today announced it has been ranked No. 256 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America and No. 18 nationwide among Artificial Intelligence and Data companies and No. 7 among Massachusetts companies. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving innovation, creating jobs, and shaping the future of the economy. Past honorees include companies such as Microsoft, Meta, Chobani, Oracle, and Patagonia.

“Being named to the Inc. 5000 list is an honor and a testament to the hard work our team has put into building PredictAP,” said David Stifter, Founder and CEO of PredictAP. “From day one, we’ve been focused on a challenge every real estate organization knows well: the manual, judgment-intensive work of coding invoices across complex property portfolios. Reading an invoice was never the hard part. The real challenge is the judgment behind every code, and that’s what we built PredictAP to learn. We were AI-native before it was a buzzword, with a patented engine purpose-built for real estate accounting rather than a wrapper around a generic model. Our growth reflects demand for AI that improves accuracy and helps AP teams do more valuable work. We’re grateful for the trust our customers place in us.”

This year’s Inc. 5000 recognizes a new class of companies redefining what growth looks like. From AI and advanced manufacturing to healthcare, consumer products, and professional services, these businesses are expanding their impact, creating jobs and proving that entrepreneurial ambition continues to fuel the U.S. economy. Among the 5,000 companies on the list, the median three-year revenue growth rate was 130%, and those companies have collectively added more than 627,208 jobs to the U.S. economy over the past three years.

For the full Inc. 5000 list, honoree company profiles, and a searchable database by industry and location, please visit: www.inc.com/inc5000.

“Every company on the Inc. 5000 has a story of perseverance, smart decision making, and a refusal to sit still,” says Mike Hofman, editor-in-chief of Inc. “Their growth reflects more than strong financial performance–it reflects creativity, resilience, and the customer focus required to build companies that make a lasting impact. We congratulate all honorees on this significant achievement.”

Inc. will celebrate the honorees at the 2026 Inc. 5000 Conference & Gala, taking place October 14–16 in Dallas, Texas and the top 500 will be listed in the Fall issue of Inc. Magazine. Tickets are on sale now.

Inc. 5000 List Methodology

Companies on the 2026 Inc. 5000 are ranked according to percentage revenue growth from 2022 to 2025. To qualify, companies must have been founded and generating revenue by March 31, 2022. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2025. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2022 is $100,000; the minimum for 2025 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons.

About PredictAP

PredictAP is the AI-powered invoice ingestion and coding platform built exclusively for real estate accounts payable. Its patented machine learning engine, the first patent of its kind in commercial real estate AP automation (U.S. Patent No. US12243082B1), learns from each client’s historical accounting data and workflow decisions to accurately assign properties, cost centers, and account codes, delivering fully coded invoices directly into systems such as Yardi PayScan, Bottomline NexusPayables, and ResMan. More than 120 real estate organizations, including owners, operators, property managers, REITs, and accounting service providers, use PredictAP to process over 7 million invoices per year across office, industrial, retail, multifamily, single-family, senior living, and data center portfolios. Founded in 2020 by experienced real estate operators and technologists, PredictAP is headquartered in Boston and was named a Bronze Stevie® Award winner for AI Company of the Year in The 2026 American Business Awards®. Learn more at www.predictap.com.

About Inc.

Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit www.inc.com.

Media Contact

Media Contact, PredictAP, 1 8182573529, predict-ap@rarepublicrelations.com, https://www.predictap.com/ 

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SOURCE PredictAP

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OSM Worldwide Celebrates 15 Years on the Inc. 5000 List

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2026 Ranking Underscores Years of Sustained Growth

CHICAGO, Aug. 11, 2026 /PRNewswire-PRWeb/ — OSM Worldwide, a nationwide eCommerce and direct-to-consumer (DTC) parcel expeditor, has been named No. 4759 on the 2026 Inc. 5000, the annual ranking of the fastest-growing private companies in America.

“Being named to the Inc. 5000 for the 15th time is a tremendous honor. It’s a direct reflection of the discipline, agility and relentless dedication our team brings every single day.” Gaston Curk, CEO, OSM Worldwide

The latest recognition adds to OSM Worldwide’s distinguished history on the Inc. 5000. With 15 appearances overall, the company is among just 96 businesses to earn a spot on the list 10 or more times. This year’s ranking also highlights the strength of the logistics and transportation sector, which was recognized as one of the top five growth industries by revenue.

For more than two decades, OSM Worldwide has evolved alongside the eCommerce industry, continually enhancing its network and capabilities to meet changing customer expectations. That focus on innovation and operational excellence has fueled the company’s long-term success and created measurable value for clients.

“Being named to the Inc. 5000 for the 15th time is a tremendous honor,” said Gaston Curk, CEO of OSM Worldwide. “It’s a direct reflection of the discipline, agility and relentless dedication our team brings every single day. In an industry that never stands still, we’ve built our reputation by constantly adapting to support our clients’ needs — and we’ll never stop raising the standard for the services we provide.”

The Inc. 5000 ranks America’s fastest-growing private companies based on three years of revenue growth. Companies included on the list represent some of the nation’s most successful independent businesses, driving innovation, creating jobs and making meaningful contributions to the U.S. economy.

“We’ve never measured success by a single milestone,” Curk said. “Recognition like this is especially meaningful because it reflects years of building lasting relationships with our clients and earning their trust. We’re proud of how far we’ve come and excited about what lies ahead. It’s truly an honor to be included among so many outstanding companies.”

For the full Inc. 5000 list, honoree company profiles and a searchable database by industry and location, please visit: inc.com/inc5000.

About OSM Worldwide

OSM Worldwide is a nationwide eCommerce and direct-to-consumer (DTC) parcel expeditor averaging three-day delivery for shipments. The company harnesses the power of its signature OSM Premium Network® to optimize shipping processes, ensuring packages are delivered quickly and cost-effectively. Through advanced technology, streamlined transportation routes and strategic last-mile partnerships, it builds scalable solutions that enhance delivery results. OSM Worldwide has demonstrated sustained growth throughout its history, earning a place on the Inc. 5000 15 times, including a No. 4759 ranking in 2026, and appearing on the Crain’s Chicago Business Fast 50 for more than a decade. Headquartered in Chicago, with facilities in Atlanta, Dallas, Las Vegas and York, Pa., OSM Worldwide is dedicated to delivering more for clients. For more information, please visit osmworldwide.com.

About Inc.

Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit www.inc.com.

Media Contact

Chris Casey, OSM Worldwide, 1 8152725302, ccasey@osmworldwide.com, www.osmworldwide.com

View original content:https://www.prweb.com/releases/osm-worldwide-celebrates-15-years-on-the-inc-5000-list-302845835.html

SOURCE OSM Worldwide

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