Archives

Compound Planning: $4 Billion In AUM Surpassed

By Amit Chowdhry ● Aug 18, 2025

Compound Planning, a digital family office transforming wealth management for next-generation advisors and clients, has surpassed $4 billion in assets under management (AUM), marking a significant milestone in its growth.

Corient: $1.54 Billion Messick Peacock & Associates Team Onboarded

By Amit Chowdhry ● Aug 18, 2025

Corient, a leading national wealth management firm, has added the Dallas-based advisory team Messick Peacock & Associates, which manages $1.54 billion in assets. This acquisition bolsters Corient’s presence in the Southwest and enhances support for business owners and entrepreneurs in the Dallas-Fort Worth area.

Baton: Interview With Co-Founder & CEO Chat Joglekar About The Small Business Empowerment Company

By Amit Chowdhry ● Aug 18, 2025

Baton is a company on a mission to empower small business owners to get paid for their life’s work and make it accessible for anyone to own a small business. Pulse 2.0 interviewed Baton co-founder and CEO Chat Joglekar to gain a deeper understanding of the company.

Advent: $400 Million Deal For Coherent’s Aerospace And Defense Business

By Amit Chowdhry ● Aug 18, 2025

Coherent, a leader in photonics, has agreed to sell its Aerospace and Defense business to Advent for $400 million. The proceeds will help reduce Coherent’s debt and enhance its earnings per share (EPS).

Medallion: $43 Million Raised For Enhancing Healthcare Back-Office Operations

By Amit Chowdhry ● Aug 18, 2025

Medallion, a leader in AI-based provider network infrastructure, announced it has raised $43 million in new funding. Acrew Capital led the round, with participation from Washington Harbour Partners and insiders, including Sequoia Capital, GV, Spark Capital, NFDG, and others. This funding brings Medallion's total to $130 million.

Era: Interview With Co-Founder & COO Lindsay Brady About The Wealth Management Platform

By Amit Chowdhry ● Aug 18, 2025

Era is a company that enables you to make more of your money with an AI for your finances that handles taxes, spending, saving, and investments. Pulse 2.0 interviewed Era co-founder and COO Lindsay Brady to gain a deeper understanding of the company.

Diliko: Interview With CEO Glenn Hazard About The Data Management Company

By Amit Chowdhry ● Aug 18, 2025

Diliko is a company that is at the forefront of revolutionizing data management by embedding security, governance, and intelligence into the core of enterprise operations. Pulse 2.0 interviewed Diliko CEO Glenn Hazard to gain a deeper understanding of the company.

H.I.G. Capital: Harrison B. Davis Added As Managing Director

By Amit Chowdhry ● Aug 18, 2025

H.I.G. Capital, a global alternative investment firm managing $70 billion of capital across various investment strategies, has announced a significant expansion of its dedicated Small-Cap & Growth (SCG) team with the appointment of Harrison B. Davis as Managing Director in the firm's Miami office.

HolmesAI: Seed+ Funding Raised For Advancing Personalized AI Agents

By Amit Chowdhry ● Aug 17, 2025

HolmesAI, a platform for Persona-based AI agents, has completed its Seed+ funding round, raising a total of $3 million with support from investors including Bitrise Capital, Waterdrip Capital, and CGV Fund. The project received early-stage incubation from HashKey Group and a major cloud computing company.

Protege: $25 Million Series A Raised For Expanding AI Training Data Platform

By Amit Chowdhry ● Aug 17, 2025

Protege, a platform for the secure exchange of proprietary data for AI training, has secured $25 million in a Series A funding round led by Footwork, with participation from CRV, Bloomberg Beta, Flex Capital, Shaper Capital, Liquid 2 Ventures, and more.

ONERWAY: $10 Million Series A+ Round Raised At Nearly $200 Million Valuation

By Amit Chowdhry ● Aug 17, 2025

Global payments infrastructure provider ONERWAY has closed a $10 million Series A+ funding round, bringing its valuation to nearly $200 million. Led by Yunqi, with participation from existing Series A investors Lanchi Ventures, Eminence Ventures, and Enlight Growth Partners, this round showcases strong investor confidence in ONERWAY's mission to streamline global financial transactions.

Achmea IM: €225 Million Private Equity Impact Fund Launched

By Amit Chowdhry ● Aug 17, 2025

Achmea Investment Management has launched the Achmea IM PE Partnership Fund – Healthy People & Planet 2025, designed to provide Dutch pension funds and institutional investors with cost-effective access to private equity investments focused on individual and societal health.

Alchelyst And Lyra Client Solutions To Merge

By Amit Chowdhry ● Aug 17, 2025

Alchelyst, a full-service fund administrator for alternative asset managers, is merging with Lyra Client Solutions, a tech-driven client servicing firm spun out from Apollo. This new platform aims to enhance the investor experience in private markets and is set to close in the fourth quarter of 2025, pending customary conditions.

Monroe Capital: Todd Davis Named As Director On Direct Originations Team

By Amit Chowdhry ● Aug 17, 2025

Monroe Capital has announced that Todd Davis has joined the firm as a Director on the direct originations team. In this pivotal role, Todd will focus on cultivating and securing new business opportunities specifically within the vibrant Northeast region. He will be operating out of the firm's bustling New York office, a strategic hub for financial activities.

LawPro.ai: Seed Funding Raised For Advancing AI Solutions For Injury Claims

By Amit Chowdhry ● Aug 17, 2025

LawPro.ai, an LA-based legal tech company, has successfully closed its Series Seed funding round, led by Scopus Ventures. This investment will support the company's growth in developing AI solutions for the injury claims industry.

Uncle Arnie’s: $7.5 Million Series A Raised For Beverage Brand

By Amit Chowdhry ● Aug 17, 2025

Uncle Arnie's, a rapidly growing THC and hemp-infused beverage brand in the U.S., has closed a $7.5 million Series A funding round to support its expansion. Co-led by Mindset Capital and Delta Emerald Ventures, the round also includes investor Harry Rubin, a founding partner of the Boston Beer Company, who is joining the board of directors.