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Beyond AUM named finalist for 2026 financial-services innovation award

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  • Beyond AUM was named a finalist for ThinkAdvisor’s 2026 Product or Service Innovation award.
  • Four to five years is Beyond AUM’s average growth partnership before an owner considers an exit.
  • Beyond AUM has guided seven M&A engagements, including Apella Wealth’s 2026 acquisition of Financial Connections Group.
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Beyond AUM named finalist for 2026 financial-services innovation award - CoinPost Terminal