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Income Lab

In PWD coverage since September 29, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 28, 26Deal announcedXYPN — coverage
PWD coverage
The Close

Merchant's $255.9 million Ironbark stake puts AI in the capital plan

The Australian wealth firm's expansion money covers AI, technology and operations; XYPN added discounted AI tools as a member benefit.
RIA · Sep 29XYPN adds Income Lab as a member benefit for more than 2,300 planners
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