Archives

TaxStatus: Eric Clarke And Ric Edelman Appointed To Board

By Amit Chowdhry ● Aug 23, 2025

TaxStatus, a leader in tax data intelligence solutions, recently announced the appointment of two talented figures to its Board of Directors: Eric Clarke and Ric Edelman. This strategic move reflects the company's commitment to enhancing its leadership with experienced professionals who have made notable contributions to the financial services sector.

DriveWealth: Naureen Hassan Named As Global CEO

By Amit Chowdhry ● Aug 23, 2025

DriveWealth, a leading financial technology platform offering Brokerage-as-a-Service, has appointed Naureen Hassan as its new Global CEO, succeeding Michael Blaugrund, who is moving to a new role at ICE (Intercontinental Exchange).

CSI To Buy Digital Banking Solutions Company Apiture

By Amit Chowdhry ● Aug 22, 2025

CSI, a top provider of financial software and technology, has agreed to buy Apiture, which offers digital banking solutions for U.S. financial institutions. CSI and Apiture will provide a range of scalable technologies for financial institutions, regardless of the core system they use. These technologies will enable institutions to personalize their customers’ digital experiences and provide proactive financial assistance, thereby strengthening their customer relationships.

Honeywell Buying Smart Energy Portfolio From SparkMeter

By Amit Chowdhry ● Aug 22, 2025

Honeywell is expanding its Smart Energy portfolio by acquiring three utility platforms from SparkMeter, a provider of grid management solutions for utilities. This acquisition includes important technology and assets from SparkMeter.

WIT Acquiring Tally Platform To Support Real-Time Engagement Capabilities

By Amit Chowdhry ● Aug 22, 2025

WIT, a recognized leader in digital gamification, has announced its acquisition of the Tally Platform, known for its pioneering real-time audience engagement solutions. This acquisition marks a significant step in strengthening WIT's position in the global market while also expanding its technological capabilities. By bringing Tally's innovative technology into its fold, WIT is set to enhance its ability to deliver impactful engagement solutions to a network of over 200 partners worldwide.

Grundfos Expands Water Solutions Portfolio With Newterra Acquisition

By Amit Chowdhry ● Aug 22, 2025

Danish company Grundfos, a leader in advanced water solutions, has acquired Newterra, a Pittsburgh-based company specializing in water and wastewater treatment solutions. This strategic move underscores Grundfos' commitment to enhancing its capabilities in water treatment while aiming to bolster its market presence in the US and Canada.

Seemplicity: $50 Million Series B Secured For Exposure Management Platform

By Amit Chowdhry ● Aug 22, 2025

Seemplicity, a platform that helps resolve security issues more quickly and enhance safety, has secured $50 million in funding. Sienna Venture Capital led this funding round, with contributions from Essentia Venture Capital and existing investors like Glilot Capital Partners, NTTVC, and S Capital. Seemplicity will utilize this funding to enhance its AI technology and accelerate its market growth.

Bluefish: $20 Million Series A Raised For AI Marketing Platform

By Amit Chowdhry ● Aug 22, 2025

Bluefish, a leading AI marketing platform for Fortune 500 companies, recently announced a $20 million Series A funding round led by NEA, with participation from Salesforce Ventures and other investors, totaling $24 million within a year of its launch. The company introduced its Custom AI Audiences feature, allowing brands to manage their AI performance with greater precision.

Sequoia Financial Group Acquiring $430 Million Team The Martin Worley Group

By Amit Chowdhry ● Aug 22, 2025

Sequoia Financial Group, a registered wealth manager with $27.6 billion in assets as of June 30, 2025, has agreed to acquire The Martin Worley Group (MWG), a wealth management firm in Cottonwood Heights, Utah, near Salt Lake City.

LifeNet Health Buying HCM Medical For Advancing Regenerative Treatments

By Amit Chowdhry ● Aug 22, 2025

LifeNet Health has acquired HCM Medical, a Dutch company recognized for its contributions to regenerative medicine. This move aims to improve access to advanced health technologies.

Haven Capital Partners: Inaugural Fund Closed At $375 Million

By Amit Chowdhry ● Aug 22, 2025

Haven Capital Partners, a private investment firm focused on delivering flexible capital solutions specifically geared toward growth-oriented, lower middle-market businesses, has announced the successful final closing of its inaugural fund, Haven Capital Partners I. This fund achieved a closing figure of $375 million in capital commitments, significantly surpassing its initial target of $300 million.

Wisdom: $28 Million Secured For AI-Based Dental Revenue Cycle Management Platform

By Amit Chowdhry ● Aug 22, 2025

Many dentists lack modern tools for managing revenue, despite the growing attention to AI in revenue cycle management (RCM) within the healthcare industry. Wisdom is an AI-powered dental RCM platform designed to address this issue. The company recently raised $21 million in a Series A funding round, led by Permanent Capital Ventures (PCV), with support from Aquiline and existing investor Juxtapose. With this, Wisdom has raised a total of $28 million since its founding in 2023.

Develop Health: $14.3 Million Series A Raised To Automate Prior Authorization And Medication Access

By Amit Chowdhry ● Aug 22, 2025

Develop Health, an EHR-integrated platform for benefits verification and prior authorization, has raised $14.3 million in a Series A funding round led by Wing Venture Capital, bringing its total funding to $17.6 million.

Eight Sleep: $100 Million Raised To Advance AI-Based Sleep Optimization

By Amit Chowdhry ● Aug 22, 2025

Eight Sleep, the world’s first sleep-fitness company, has raised $100 million in funding to enhance its goal of transforming beds into AI-powered sleep optimization devices. This round saw participation from investors including HSG, Valor Equity Partners, Atreides, Founders Fund, Y Combinator, and sports figures like Charles Leclerc (Ferrari F1 Driver) and Zak Brown (CEO of McLaren F1).

Cresset Nearing $200 Billion In Assets Via Strategic Combination With Monticello

By Amit Chowdhry ● Aug 22, 2025

Cresset, a multi-family office that is both client- and employee-owned, has announced an exciting partnership with Monticello Associates, an independent investment consulting firm known for its specialized advisory services. Founded by entrepreneurs for fellow entrepreneurs, Cresset aims to expand its institutional advisory capabilities through this collaboration, reinforcing its vision of building a firm that will endure for over 100 years, founded on principles of independence, innovation, and a client-first approach.

Pentair Buying Hydra-Stop For About $290 Million

By Amit Chowdhry ● Aug 22, 2025

Pentair, known for its leadership in sustainable water management, has entered into a definitive agreement to acquire Hydra-Stop, a highly regarded producer of specialty valve solutions. The deal is valued at approximately $290 million in cash, with customary adjustments to follow. After factoring in anticipated tax benefits of around $50 million, the net value of the transaction is expected to be approximately $240 million.

Serve Robotics Buying Urban Robot Navigation Company Vayu Robotics

By Amit Chowdhry ● Aug 22, 2025

Serve Robotics, a leader in autonomous sidewalk delivery, has acquired Vayu Robotics, a pioneer in urban robot navigation using large-scale AI models. This strategic acquisition is a significant step in Serve's mission to shape the future of autonomous delivery, positioning the company at the forefront of the evolving robotics industry.

Ondas To Buy Apeiro Motion To Enhance Defense and Automation Capabilities

By Amit Chowdhry ● Aug 22, 2025

Ondas Holdings, a provider of private industrial wireless networks, commercial drone technology, and automated data solutions, has announced a definitive agreement to acquire Apeiro Motion. This Israeli company is renowned for its expertise in advanced ground robotics, fiber optic communication systems, and mission-critical automation technologies. Following the acquisition, Apeiro will operate under Ondas' Ondas Autonomous Systems (OAS) business unit. The deal, pending customary closing conditions, is anticipated to close in the third quarter of 2025.

Why Salesforce Is Buying Regrello

By Amit Chowdhry ● Aug 22, 2025

Salesforce has entered into a definitive agreement to acquire Regrello, an innovative AI-driven solution specifically designed to automate complex business processes. Regrello has developed technology that utilizes artificial intelligence to transform traditional business data into agile and effective workflows. Their platform is particularly known for its ability to streamline operations across various sectors, enabling organizations to enhance efficiency and productivity.

Merchant Forms Strategic Partnership With Meridian Wealth Management

By Amit Chowdhry ● Aug 22, 2025

Merchant, a leading global provider of growth capital and strategic resources, has announced a new partnership with Meridian Wealth Management. This collaboration comes as Meridian continues to solidify its position as a prominent fiduciary Registered Investment Advisor (RIA) with $4.2 billion in assets under management as of June 30, 2025.

Octolane: Interview With Co-Founder & CEO One Chowdhury About The Self-Driving CRM Platform

By Amit Chowdhry ● Aug 22, 2025

Octolane is an AI-based "self-driving" CRM platform that aims to automate sales actions and CRM updates, allowing sales teams to focus on closing deals rather than manual data entry. Pulse 2.0 interviewed Octolane co-founder and CEO, One Chowdhury, to gain a deeper understanding of the company.

Overhaul: $105 Million Series C Raised For In-Transit Supply Chain Risk Management Platform

By Amit Chowdhry ● Aug 22, 2025

Overhaul, a pioneering force in the realm of in-transit supply chain risk management, has secured $105 million in Series C equity funding. This significant investment round is spearheaded by Springcoast Partners, with additional support from Edison Partners. Alongside this equity funding, the company has also finalized a new debt facility with MidCap Financial.

Garage: $13.5 Million Series A Raised For Changing How Essential Equipment Is Bought And Sold

By Amit Chowdhry ● Aug 22, 2025

Garage is a company that is transforming the way essential equipment is bought and sold across America. The company recently announced a $13.5 million Series A funding round led by Infinity Ventures. Notable investors, including Y Combinator, Initialized Capital, Benchstrength, Wayfinder Ventures, and FJ Labs, also participated in this round, bringing Garage's total capital raised to $18 million. This funding marks a pivotal moment in the company’s mission to enhance the efficiency of services crucial to America's backbone industries.

Somite.ai: Strategic Investment Raised From AMD Ventures

By Amit Chowdhry ● Aug 22, 2025

Somite.ai, a pioneering company dedicated to advancing foundation models for human stem cells, has recently announced a significant strategic investment from AMD Ventures. This announcement follows Somite's successful $47 million Series A funding round, led by Khosla Ventures in May.

KROMATID: $8 Million Series C Raised For Genomic Structural Analysis

By Amit Chowdhry ● Aug 22, 2025

KROMATID, a pioneering force in next-generation genomic structural analysis, announced the completion of its Series C funding round, which has raised a total of $8 million, significantly exceeding its initial capital goals. The latest tranche of this round contributed $3.8 million and was spearheaded by BroadOak Capital Partners, alongside participation from both existing and new strategic investors who believe in the company’s vision.

Fullpath Buying Fuse Autotech’s Dynamic Payments Solution

By Amit Chowdhry ● Aug 22, 2025

Fullpath, a pioneering Customer Data Platform (CDP) tailored specifically for the automotive sector, has made a significant move by acquiring Fuse Autotech's Dynamic Payments solution. This strategic integration transforms the way dealerships interact with car shoppers, offering them a streamlined experience filled with timely and relevant offers throughout the Fullpath ecosystem. The result is an elevated customer experience characterized by seamless and personalized engagements.

Closed Loop Partners Buying Organic Waste Company Agri-Cycle

By Amit Chowdhry ● Aug 22, 2025

Closed Loop Partners has made a significant move in the sustainability sector by acquiring Agri-Cycle, a leading provider of organic waste collection services tailored for the commercial and industrial sectors throughout the United States. This acquisition was successfully completed through Closed Loop Private Equity.

The Montclair Group Launched As Boutique Investment Bank

By Amit Chowdhry ● Aug 22, 2025

The Montclair Group, an innovative boutique investment bank, announces its official launch recently, marking a significant entry into the financial services landscape.

EdgeCortix: Initial Closing Of Series B For Fabless Semiconductor Technology

By Amit Chowdhry ● Aug 21, 2025

EdgeCortix, an innovative leader in the fabless semiconductor industry, has announced the initial closing of its Series B funding round.

Flexential: $1 Billion Raised For Advancing Growth

By Amit Chowdhry ● Aug 21, 2025

Flexential, a leading provider of data center solutions, is embarking on an ambitious new phase of growth, bolstered by significant financial backing. The company recently announced the closure of both a continuation vehicle and a strategic investment in Flexential from GI Partners' GI Data Infrastructure division. Funds managed by Hamilton Lane further supports the investment. This funding enhances Flexential's capacity to deliver the scale and performance that its customers demand in the rapidly evolving digital landscape.