CogniCor Accelerates RIA Growth Strategy with Launch of New Advisory Board Comprised of Industry Leaders

New Advisory Board brings together leaders across RIA growth, wealth technology, advisor strategy and capital to help CogniCor scale its intelligence and orchestration platform across the wealth management industry

PALO ALTO, Calif., Sept. 9, 2026 /PRNewswire/ -- CogniCor, the intelligence and orchestration platform for RIAs and wealth management enterprises, today announced the expansion of its Advisory Board with the addition of a distinguished group of industry leaders who will help guide the company's next phase of growth.

The expanded Board brings together executives with deep experience building and scaling RIAs, advising the leading wealth management firms, developing and commercializing wealth technology and investing in financial technology.

The expansion follows the recent appointment of Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors, to CogniCor's Advisory Board and reflects the company's growing momentum as wealth management firms look beyond standalone AI tools to platforms capable of turning fragmented data into intelligence and coordinated action.

"AI in wealth management is quickly moving beyond meeting notes and individual productivity tools," said Dr. Sindhu Joseph, CEO and Co-Founder of CogniCor. "The next opportunity is much larger: bringing together intelligence across the entire household, the advisor's book and the firm, and using it to drive advisor capacity, deeper client relationships and organic growth.

"We have deliberately brought together leaders who understand this opportunity from very different vantage points: building and scaling RIAs, advising industry leaders, creating and commercializing technology and driving strategic growth. Their collective perspective will be invaluable as we scale CogniCor and help define what the next generation of wealth management technology looks like."

An Advisory Board Built Around the Future of Wealth Management
The CogniCor Advisory Board is chaired by Joseph Kuo, CEO and Founder of Haven Tower and Co-Founder and Managing Partner of Ascentix Partners.

Joining him are:

• Shannon Eusey, Chairman and Co-Founder, Beacon Pointe Advisors
  Eusey co-founded and helped build Beacon Pointe into one of the country's largest RIAs, with more than $62 billion in assets under advisement. As both an RIA entrepreneur and CogniCor customer, she brings the perspective of firms deploying AI at scale. 

• Matthew Incitti, Vice President of Sales & Marketing, Hamilton Point Investments
  Incitti brings extensive experience in wealth management distribution and growth, helping CogniCor sharpen how its platform creates measurable value for advisors, firms and their clients. 

• Louis Diamond, CEO, Diamond Consultants
  A leading authority on advisor recruiting, independence and the evolving wealth management landscape, Diamond brings a unique perspective on what drives advisor and firm growth and how the industry's operating models are changing.

• Allison Couch Pratt, Founder and President, Anchor Point Strategies
  Pratt brings extensive experience in wealth management strategy, transformation and executive leadership, providing a critical perspective on how large financial institutions evaluate and operationalize new technology.

• Jim Roth, Partner, Ascentix Partners
  Roth brings deep experience in strategic growth, corporate development and financial services, supporting CogniCor as it evaluates opportunities to expand its reach and impact across the wealth ecosystem.

• Douglas Wilber, Operating Partner, SixThirty Ventures
  Wilber brings decades of experience building and scaling financial technology businesses. SixThirty Ventures, a sector-focused fund, has been an investor in CogniCor, which gives him a long-term perspective on the company's technology, market evolution and growth opportunity.

Proven Impact in the RIA Market
The Advisory Board expansion comes as the wealth management industry's use of AI enters a new phase, shifting from productivity to firm-wide intelligence.

Early adoption has largely centered on point solutions designed to automate individual advisor tasks. CogniCor believes the larger opportunity lies in connecting intelligence across the advisor's entire book of business and the enterprise.

CogniCor is already demonstrating the impact of this with leading RIAs.

Earlier this year, CogniCor and Plancorp Wealth Management published a case study measuring the impact of Advisor Copilot across more than 60 client-facing employees. During the 28-day study, the platform liberated more than 700 hours of advisor and staff capacity across 17 efficiency measures, including meeting preparation, follow-up and identification of client service opportunities.

The expanded Advisory Board will work with CogniCor's leadership team as the company deepens its presence across the RIA market, expands strategic industry relationships and continues to develop the intelligence infrastructure required for AI-native wealth management.

About CogniCor
CogniCor is the intelligence and orchestration platform for growing RIAs. Built for multi-advisor firms managing $2B and up in assets, its Embedded Advisor Copilot sits in your current CRM and is deeply integrated with the firm's existing tech stack — including financial planning, portfolio reporting, custodians, emails, document vaults, and client conversations. It unifies disparate data, aggregates intelligence across systems, and orchestrates next-best actions across households, advisors, and the firm. Used by several Barron's Top 100 firms and rated highly on G2, CogniCor has won multiple industry awards for Advisor AI technology.

Built with enterprise-grade security and governance at its core, CogniCor enables growing RIAs and wealth management enterprises to increase advisor capacity, deepen client relationships, and drive organic growth — without requiring advisors to adopt another disconnected tool.

For more information and to book a demo, visit CogniCor's website www.cognicor.com.

Media Contacts
Donald C. Cutler or Lorene Yue
Haven Tower Group
424 317 4864 or 424 317 4854
[email protected] or [email protected] 

SOURCE CogniCor