Archives

Liffo: Interview With Founder & Co-CEO Massimiliano Delsante About The AI-Based Cooking Robot

By Amit Chowdhry ● Sep 4, 2025

Liffo is a company that sells an AI-based autonomous cooking robot designed to prepare meals from start to finish without human supervision. Pulse 2.0 interviewed Liffo founder and co-CEO Massimiliano Delsante to gain a deeper understanding of the company.

HappyRobot: $44 Million Series B Raised For Advancing Digital Workforce

By Amit Chowdhry ● Sep 3, 2025

HappyRobot announced a funding round of $44 million in Series B, a move that will allow them to expand their platform significantly. The company’s goal is to build and deploy AI workers capable of taking on a wide range of tasks, bringing a new level of automation to the core of global trade and logistics.

ModernFi: $30 Million Series B Raised For Deposit Management Technology

By Amit Chowdhry ● Sep 3, 2025

ModernFi, a leader in innovative deposit management technology, announced that it has secured $30 million in Series B funding. This round was led by Canapi Ventures, with participation from notable investors such as Andreessen Horowitz, Curql, Remarkable Ventures, and the new investor Intercontinental Exchange. With this latest investment, ModernFi's total funding has now surpassed $60 million, reflecting the increasing confidence and recognition from institutions about its vital role in ensuring deposit stability and liquidity management in the evolving banking landscape following 2023.

XiFin: Strategic Growth Investment Raised And Jeff Margolis Joins Board

By Amit Chowdhry ● Sep 3, 2025

XiFin, a leader in the field of revenue cycle management and billing solutions, has announced several exciting developments. The company has recently secured a new round of growth capital to support its ongoing expansion and innovation. In addition, XiFin has welcomed Jeff Margolis, a renowned figure in healthcare information technology and a visionary futurist, to its Board of Directors.

Treeline Biosciences: $200 Million Additional Funding Raised And First Clinical Trials Announced

By Amit Chowdhry ● Sep 3, 2025

Treeline Biosciences, a company at the forefront of innovative cancer research, recently announced significant progress in its clinical development. They have started Phase 1 trials for three promising programs, two of which are internally discovered, and one is an in-licensed project. The internal programs include a BCL6 degrader and an EZH2 inhibitor, both of which target lymphoma. The third program is a pan-KRAS inhibitor aimed at various cancers with specific KRAS mutations. The company also recently closed a $200 million extension of its Series A funding round, bringing its total raised capital to over $1.1 billion.

IQM Quantum Computers: Over $300 Million Series B Raised To Expand Globally

By Amit Chowdhry ● Sep 3, 2025

IQM Quantum Computers, a company in the realm of full-stack superconducting quantum computers, has announced a significant milestone in its journey. The company raised $320 million (equivalent to €275 million) in a Series B round of funding. This funding brings IQM's total funding to date to $600 million.

Steward Partners: $230 Million FA Casper Terpinski Joins Dallas Team

By Amit Chowdhry ● Sep 3, 2025

Steward Partners, an employee-owned independent financial services firm known for its comprehensive approach to wealth management, has announced the addition of Casper Terpinski to its Dallas-based Park Cities Group team. Casper brings with him a wealth of experience and a client-centered approach that aligns well with the firm’s values. He has added approximately $230 million in client assets, a testament to his successful career and the trust he has built with his clients.

Astemo Investing $95 Million In New Regional Michigan HQ

By Amit Chowdhry ● Sep 3, 2025

Astemo Americas has announced a significant new investment in Michigan. The company plans to invest $95 million in developing a state-of-the-art regional headquarters complex located in Wixom, a city renowned for its strategic position in the automotive industry. This move is seen as a clear commitment to strengthening its presence and advancing innovation within the region.

LPL Financial: $715 Million Firm Concentric Wealth Onboarded

By Amit Chowdhry ● Sep 3, 2025

LPL Financial has recently announced a notable development for Concentric Wealth Management. The advisors from Concentric, a firm based in Cincinnati, Ohio, have decided to join LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. This move signifies a significant step forward for the team, which has been serving its clients for many years through a strong and trusted partnership.

Merchant Partnering With $2.5 Billion Firm Validus Capital

By Amit Chowdhry ● Sep 3, 2025

Merchant, a globally active company that specializes in providing growth capital along with strategic resources to independent financial services firms, has announced a new partnership with Validus Capital. Based in Los Angeles, Validus is a registered investment adviser managing approximately $2.5 billion in client assets. Established in 2022 by John Krambeer, Validus has quickly set itself apart as a modern, multi-family office platform built to serve the unique needs of ultra-high-net-worth families.

Raymond James: Johan Grahn Named As The New Head Of ETFs

By Amit Chowdhry ● Sep 3, 2025

Raymond James Investment Management, a global asset management firm with a substantial portfolio of $114.7 billion in assets under management, has appointed Johan Grahn as the new Head of ETFs. This appointment underscores the firm's commitment to expanding and enhancing its ETF product lineup.

University Of Oxford: New AI Vaccine Research Program Launched With Ellison Institute Of Technology

By Amit Chowdhry ● Sep 3, 2025

The University of Oxford has recently announced an ambitious new project aimed at revolutionizing vaccine development. This initiative is supported by significant research funding of £118 million, which the university has secured through its strategic partnership with the Ellison Institute of Technology (EIT). The goal of this project is to develop innovative solutions to some of the most challenging infectious diseases that continue to threaten public health worldwide.

CW Advisors Adds $575 Million In AUM Through Acquisition Of Two Firms

By Amit Chowdhry ● Sep 3, 2025

CW Advisors has successfully welcomed two new companies, Capital Management Services (CMS) and CHB Investment Group, into its expanding network. Both Pennsylvania-based firms specialize in delivering personalized financial planning and investment management services tailored for high-net-worth individuals, guiding them through complex financial situations.

Goodwin: Leonard Wood Joins To Strengthen Shareholder Activism Practice

By Amit Chowdhry ● Sep 3, 2025

Goodwin has announced that Leonard Wood will be joining their team as a new partner specializing in Shareholder Activism and Takeover Defense. He will work out of both the New York and Boston offices. Initially, Wood will serve as co-chair of the practice alongside Joe Johnson, but he is set to take over as the chair of the practice starting October 1, 2025.

Dentons Rodyk: Wong Kai Yun Joining As Senior Partner

By Amit Chowdhry ● Sep 3, 2025

Dentons Rodyk is excited to announce the addition of a distinguished new partner to its Family & Matrimonial practice. On October 16, 2025, Wong Kai Yun will join the firm as a Senior Partner, bringing over twenty years of valuable experience in family law. She is transitioning from her role as Co-Managing Director at Chia Wong Chambers LLC, showcasing her leadership and dedication.

Latham & Watkins: Thomas Lee Named As M&A Partner

By Amit Chowdhry ● Sep 3, 2025

Latham & Watkins announced the addition of Thomas Lee to its team in New York, where he joins as a partner specializing in mergers & acquisitions and private equity. Thomas brings a wealth of experience and deep expertise across a broad range of asset management M&A transactions.

Wealthsimple Buying Research Investment Company Fey

By Amit Chowdhry ● Sep 3, 2025

Wealthsimple, a financial services platform dedicated to helping Canadians achieve their financial goals, has announced that it has acquired Fey, an innovative investing platform recognized for its advanced tools specifically designed for traders. Founded in 2021 in Montreal, Fey quickly gained recognition for its thoughtful approach to design and its integration of powerful artificial intelligence tools that make financial analysis more accessible and straightforward for users.

Aryza Buys Debt Sale And Recovery Solutions Company Bravure

By Amit Chowdhry ● Sep 3, 2025

Aryza, a provider of credit and debt lifecycle SaaS solutions worldwide, has recently completed the acquisition of Bravure, a leading player in the field of technology-enabled debt sale and recovery solutions. Headquartered in Sydney, Australia, Bravure has established a strong reputation for delivering innovative solutions that help creditors manage and recover debts more efficiently. This strategic move highlights Aryza’s ongoing commitment to strengthening its presence in the Australian market and enhancing its capabilities in managing complex post-arrears environments.

Intella: $12.5 Million Series A Raised For Arabic Speech Intelligence Platform

By Amit Chowdhry ● Sep 3, 2025

Prosus Ventures announced that it has led a $12.5 million Series A funding round in Intella. Intella has established itself as a market leader in dialectal Arabic speech intelligence. This area holds considerable potential due to the linguistic diversity and complexity of the Arab world. The funding round also saw participation from several notable investors, including 500 Global, Waed Ventures, Hala Ventures, Idrisi Ventures, and HearstLab, the investment branch of Hearst Corporation. As a result of this infusion of capital, Intella’s total funding now stands at approximately $16.9 million.

Hubert: €2.5 Million Raised For Transforming How Organizations Approach High-Volume Recruitment

By Amit Chowdhry ● Sep 3, 2025

Hubert is an innovative AI-first platform dedicated to revolutionizing how organizations approach high-volume recruitment. Recently, it announced a significant milestone — a seed funding round of €2.5 million, led by Spintop Ventures. This funding round also saw participation from notable figures linked to Bonnier, including Jakob Tolleryd, Chairman of Bonnier Capital; Peder Bonnier, Vice Chairman of Bonnier Group; and Joen Bonnier, a Board Member of Bonnier Capital. These respected names underscore the confidence investors have in Hubert’s vision.

CHARM Therapeutics: $80 Million Series B Raised For Next-Generation AML Treatment

By Amit Chowdhry ● Sep 3, 2025

CHARM Therapeutics has closed an oversubscribed Series B funding round, raising a substantial $80 million. This capital will be instrumental in propelling their innovative menin inhibitor into clinical testing. The funding attracted a diverse group of global investors, including previous supporters and new partners, demonstrating their strong confidence in CHARM's approach. The company’s strategy centers on overcoming the resistance issues that have limited the effectiveness of earlier menin inhibitors—a significant step forward in treating acute myeloid leukemia.

Raymond James Adds $450 Million Team In Michigan

By Amit Chowdhry ● Sep 3, 2025

Raymond James has recently made a significant addition to its team in Michigan, welcoming a group of dedicated financial advisors to Raymond James Financial Services (RJFS), the firm’s independent advisor channel. According to David Sisemore, the Midwest division director for RJFS, these professionals bring a wealth of experience and a strong commitment to serving their clients.

Boardroom Advisors: Interview With Founder & CEO John Courtney About The Fractional C-Suite Service

By Amit Chowdhry ● Sep 3, 2025

BoardroomAdvisors.co is a company that connects scale-ups and SMEs with experienced, part-time directors and C-suite experts for strategic guidance, leadership, and operational support, acting as a flexible and cost-effective alternative to traditional recruitment for high-level roles like CEOs, CFOs, COOs, CMOs, CTOs, and other fractional executives. Pulse 2.0 interviewed Boardroom Advisors founder and CEO John Courtney to gain a deeper understanding of the company.

Synthflow AI: Interview With CEO Hakob Astabatsyan About Voice AI Agent Company

By Amit Chowdhry ● Sep 3, 2025

Synthflow AI is a company that provides a no-code platform for building and deploying voice AI agents that automate phone calls. Pulse 2.0 interviewed Synthflow AI CEO Hakob Astabatsyan to gain a deeper understanding of the company.

Superlogic: Interview With Co-Founder & CEO Lin Dai About The Customer Loyalty Company

By Amit Chowdhry ● Sep 3, 2025

Superlogic is a technology company that transforms traditional customer loyalty programs into "experiential rewards" platforms. Rather than just offering discounts or points for products, Superlogic helps brands give their customers access to unique, "money-can't-buy" experiences like VIP concert tickets, courtside seats at sports events, or exclusive dining experiences. Pulse 2.0 interviewed Superlogic co-founder and CEO Lin Dai to gain a deeper understanding of the company.

Eon: Interview With Co-Founder & CEO Ofir Ehrlich About The Cloud Backup Platform

By Amit Chowdhry ● Sep 3, 2025

Eon is a next-generation cloud backup platform that replaces static backups with fully-accessible, continuously protected and instantly recoverable cloud backups. It combines autonomous data resilience, ransomware protection, and threat hunting – all in a single platform. Eon is the first and only solution offering logically air-gapped cloud backups, uniquely positioned to change the cloud data resilience space. Pulse 2.0 interviewed Eon co-founder and CEO Ofir Ehrlich to gain a deeper understanding of the company.

Corient Becoming $430 Billion RIA Following Acquisitions Of Stonehage Fleming And Stanhope

By Amit Chowdhry ● Sep 3, 2025

Corient, one of the largest and fastest-growing national wealth advisory firms in the United States, revealed its plans to acquire two of Europe’s most respected independent financial institutions: Stonehage Fleming and Stanhope Capital Group. Together, these firms bring more than $214 billion in client assets under Corient’s umbrella, dramatically expanding the firm’s reach and influence across Europe, the Middle East, and Africa.

SS&C Buying Curo Fund Services To Enhance Footprint In South Africa’s Financial Sector

By Amit Chowdhry ● Sep 3, 2025

SS&C Technologies Holdings has announced its acquisition of Curo Fund Services, a prominent South African provider of fund administration solutions. The deal, which is still subject to approval by the South African Competition Commission, marks a significant milestone for both companies.

Teledyne Technologies To Buy Saab’s TransponderTech

By Amit Chowdhry ● Sep 3, 2025

Teledyne Technologies has announced a definitive agreement to acquire the TransponderTech business from Saab AB. The acquisition, expected to close in the fourth quarter of 2025 pending customary regulatory approvals, will bring a suite of cutting-edge maritime technologies into Teledyne’s growing portfolio.

Coincheck To Buy Digital Asset Prime Brokerage Aplo

By Amit Chowdhry ● Sep 3, 2025

Coincheck Group (the holding company of Coincheck) announced it has entered into a stock purchase agreement to acquire Aplo SAS. This digital asset prime brokerage caters to institutional crypto investors.