Which similar companies announced agreements around the same time?

PayRewards (November 9, 2026), Industrial Development Bank (November 7, 2026), Credit Saison (November 7, 2026) and Wio Bank (November 4, 2026) also announced agreements within 45 days of OSAIC.

Who to call at OSAIC, and when

Fundz watches for the moments OSAIC starts buying, and tells you who to reach.

An alert the day OSAIC raises, hires an executive or expands, scored against what you sell
The decision-makers there, with verified emails
Who you already know at OSAIC, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at OSAIC. With Fundz connected, it knows.

Watch Fundz in

See plan options

Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Osaic Partners with Nitrogen to Enhance AI Tools for Financial Advisors

Nov 08, 2026

Contract Type

partnership

ScottsdaleFinancial ServicesFinanceFintechLendingBanking

Description

Osaic has entered into a partnership with Nitrogen, providing its advisors access to a suite of six AI-powered products. This collaboration aims to improve advisor workflows, enabling them to utilize advanced AI technology for their practices.

Quick answer

Osaic Partners with Nitrogen to Enhance AI Tools for Financial Advisors (November 8, 2026). OSAIC is based in Scottsdale, Arizona, United States.

What agreement did OSAIC announce on November 8, 2026?: Osaic has entered into a partnership with Nitrogen, providing its advisors access to a suite of six AI-powered products. This collaboration aims to improve advisor workflows, enabling them to utilize advanced AI technology for their practices.
What does OSAIC do?: Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting over 10,500 financial professionals.
Where is OSAIC based?: OSAIC is based in Scottsdale, Arizona, United States.
Which similar companies announced agreements around the same time?: PayRewards (November 9, 2026), Industrial Development Bank (November 7, 2026), Credit Saison (November 7, 2026) and Wio Bank (November 4, 2026) also announced agreements within 45 days of OSAIC.

Source: Fundz verified event record.

Other recent agreements in Financial Services and Finance

Contracts and agreements at companies in the same sectors within 45 days, from Fundz verified event records.

PayRewards Partners with British Airways to Enhance Rewards for US Businesses (November 9, 2026)
IDB partners with ElTarek to launch co-branded Mastercard credit cards for new car buyers. (November 7, 2026)
Credit Saison partners with ADB to expand loans for small businesses in Asia. (November 7, 2026)
Wio Bank and Masdar City Free Zone Partner to Enhance Digital Banking for Free Zone Companies (November 4, 2026)
SHB partners with Ministry of Finance's Department of Taxation to enhance digital transformation and support businesses. (November 4, 2026)
Woori Card Signs Partnership with Monoflow and Korea Expert to Enhance Corporate Finance and AI Solutions. (November 4, 2026)

Company Information

Company

OSAIC

Location

Scottsdale, Arizona, United States

About

Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting over 10,500 financial professionals. Our mission is to support the strategic role that financial professionals can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Osaic champions the enduring value of financial professionals. For more information visit www.osaic.com Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.