Archives

F.L.Putnam Secures Minority Investment To Expand Wealth Management Platform

By Amit Chowdhry ● Jul 29, 2026

F.L.Putnam Investment Management Company has secured a strategic minority investment from Bixby Wealth Solutions to support advisor recruitment, enhance its client experience and accelerate its expansion across the United States. Financial terms were not disclosed, and F.L.Putnam will continue operating independently under its existing leadership team led by CEO Tom Manning.

Merit Financial Advisors Acquires $502.5 Million Firm Towson Wealth Management

By Amit Chowdhry ● Jul 29, 2026

Merit Financial Advisors has acquired Towson Wealth Management, a Maryland-based advisory firm overseeing approximately $502.5 million in total client assets. The transaction expands Merit's presence in the Mid-Atlantic and adds a multigenerational team serving approximately 350 client households.

Waverly Advisors Acquires $332 Million Firm InVista Advisors

By Amit Chowdhry ● Jul 29, 2026

Waverly Advisors has acquired InVista Advisors, a Montgomery, Alabama-based wealth management firm with approximately $332 million in assets under management. The transaction expands Waverly's presence to five Alabama locations and represents its 35th acquisition since receiving an equity investment from Wealth Partners Capital Group and HGGC's Aspire Holdings platform in December 2021.

Conquest Integrates Lydia To Combine Financial Planning AI With Behavioral Coaching

By Amit Chowdhry ● Jul 29, 2026

Conquest Planning has integrated Shaping Wealth's Lydia behavioral intelligence agent into its financial planning platform, combining analytical recommendations with communication coaching intended to help advisors deliver more personalized and effective advice.

LPL Financial Launches Latitude To Unify AI, Cybersecurity And Advisor Technology

By Amit Chowdhry ● Jul 29, 2026

LPL Financial has launched LPL Latitude, a unified technology experience that connects the firm's data architecture, cybersecurity systems, infrastructure, artificial intelligence, advisor workflows, and end-investor applications. The initiative is designed to provide a common technology foundation across LPL's wealth management platform while enabling the company to introduce new capabilities more quickly and consistently.

RMH Systems Acquires Systems In Motion To Build National Warehouse Automation Platform

By Amit Chowdhry ● Jul 29, 2026

RMH Systems has acquired Systems in Motion, a warehouse automation and material handling integrator, with financing provided by Yukon Partners. The transaction is RMH's third add-on acquisition since the company partnered with Rotunda Capital Partners in February 2025.

Eaton Fiber Secures $1.5 Billion To Expand Verizon Fiber Broadband To More Than One Million Locations

By Amit Chowdhry ● Jul 29, 2026

Bain Capital and Tillman Global Holdings have committed $1.5 billion to Eaton Fiber to finance the acquisition of Ripple Fiber and expand Verizon-branded fiber broadband across the United States.

flyExclusive Secures $30 Million North Carolina Grant To Expand Maintenance And Pilot Training Operations

By Amit Chowdhry ● Jul 29, 2026

flyExclusive has secured a $30 million grant from the State of North Carolina to expand its aircraft maintenance and repair operation and develop a pilot training facility at the North Carolina Global TransPark in Kinston.

Bloomberg To Acquire Canoe Intelligence To Expand AI-Powered Private Markets Data Platform

By Amit Chowdhry ● Jul 29, 2026

Bloomberg has entered into a definitive agreement to acquire Canoe Intelligence, an AI-powered platform that automates the collection, processing and delivery of private markets data. Financial terms and an expected closing date were not disclosed.

LPL Welcomes $150 Million Firm Sunny Day Financial

By Amit Chowdhry ● Jul 29, 2026

LPL Financial has added financial advisor Dawn Parks and her practice, Sunny Day Financial, to its broker-dealer and Registered Investment Advisor platforms. Parks reported serving approximately $150 million in advisory, brokerage, and retirement plan assets. She joins LPL from Cetera Wealth Services.

ChipAgents Expands Series A To $134 Million To Scale Autonomous Semiconductor Design Platform

By Amit Chowdhry ● Jul 29, 2026

ChipAgents has raised an additional $60 million in Series A2 financing, expanding its Series A round to $134 million six months after the initial closing. B Capital joined the round as a new investor alongside Bessemer Venture Partners, Micron, MediaTek, Ericsson, ScOp and other existing backers.

Curant.ai Raises $3.1 Million Seed Round Led By Diagram For AI-Powered Insurance Platform

By Amit Chowdhry ● Jul 29, 2026

Curant.ai has raised $3.1 million in seed funding to expand its AI platform for insurance claims and support broader adoption across the industry. The round was led by Diagram, with participation from Humania Insurance, Element Ventures, Blue Plains Capital and several angel investors.

Olomon Raises $2.6 Million Pre-Seed Round To Build Financial System Of Record For Households

By Amit Chowdhry ● Jul 29, 2026

Olomon has raised $2.6 million through an oversubscribed pre-seed financing round to expand its financial recordkeeping and collaboration platform for households and their professional advisors.

Terminal Raises $20 Million Series A To Scale Unified Telematics Data Infrastructure Platform

By Amit Chowdhry ● Jul 29, 2026

Terminal has raised $20 million in Series A funding to expand its unified telematics integration platform across the insurance, fleet management, logistics and financial services industries. The financing brings the Toronto-based company's total funding to $26 million since its founding in 2023. The round was led by Battery Ventures, with participation from new strategic investors Intact Private Capital and Penske. Existing investors Y Combinator and Wayfinder Ventures also participated. Battery Ventures General Partner and former Guidewire Software CEO Marcus Ryu will join Terminal's board of directors as part of the financing.

Preply: Interview With Co-Founder & CTO Dmytro Voloshyn About The Language-Learning Marketplace

By Amit Chowdhry ● Jul 29, 2026

Preply is a global online language-learning marketplace that connects learners with expert tutors for personalized 1-on-1 lessons. Pulse 2.0 interviewed Preply co-founder and Chief Technology Officer (CTO) Dmytro Voloshyn to learn more.

FIFA Proposes $20 Billion Commercial Spinoff With Up To $4.2 Billion From Investors

By Amit Chowdhry ● Jul 29, 2026

FIFA is proposing the creation of a wholly owned commercial subsidiary valued at approximately $20 billion, with outside investors potentially acquiring minority stakes for up to $4.2 billion. The plan, which remains subject to approval, would consolidate FIFA's commercial and event-related operations into a new entity called FIFA Forward Enterprise, according to NBC.

InfoRLife Secures Growth Investment To Expand Ready-To-Use IV Infusion Bag Platform

By Amit Chowdhry ● Jul 29, 2026

InfoRLife has secured a strategic investment from BC Partners to accelerate the expansion of its ready-to-use intravenous infusion bag development and manufacturing platform. Under the agreement, BC Partners will acquire a co-control stake from founder and CEO Sergio Dusci and the founding families of ACS Dobfar, which will remain involved in the business. Financial terms were not disclosed.

Gerresheimer Sells Centor And Primary Packaging Plastics Business For Around €1.5 Billion

By Amit Chowdhry ● Jul 29, 2026

Gerresheimer has entered into definitive agreements to sell Centor and its global Primary Packaging Plastics business to an affiliate of funds advised by Apax Partners. The two businesses have a combined enterprise value of approximately €1.5 billion, although the parties did not disclose the remaining financial terms.

Hypori: Interview With CSO Matt Stern About The Secure Mobile Access Platform Company

By Amit Chowdhry ● Jul 29, 2026

Hypori provides a secure mobile access platform that hosts a virtual workspace in the cloud, allowing users to safely access enterprise apps and data from any smartphone or tablet without storing any information on the physical device itself. Pulse 2.0 interviewed Hypori Chief Security Officer Matt Stern to learn more.

Oxane Partners Secures Strategic Growth Investment To Expand AI-Powered Private Credit Platform

By Amit Chowdhry ● Jul 29, 2026

Oxane Partners has secured a strategic growth investment from TA Associates to accelerate technology development, expand its artificial intelligence capabilities and invest further in talent and leadership. Financial terms were not disclosed, and the transaction is expected to close in the third quarter of 2026, subject to customary closing conditions.

Leia: Interview With Founder And Chief Technical Officer David Fattal About Immersive Display Technology

By Amit Chowdhry ● Jul 29, 2026

Leia develops the Immersity Platform, combining Spatial AI Software and Switchable-Display Hardware to bring immersive visual experiences to phones, tablets, laptops, and monitors. The company is led by Founder and Chief Technical Officer David Fattal. Pulse 2.0 interviewed Leia Founder and Chief Technical Officer David Fattal to learn more.

Revspot Raises $4.8 Million Series A To Scale AI-Native Qualified Pipeline Generation Platform

By Amit Chowdhry ● Jul 29, 2026

Revspot has raised $4.8 million in Series A funding to expand its AI-native platform for generating qualified sales pipelines for high-ticket business-to-consumer companies. The round was co-led by Inflexor Ventures and Info Edge Ventures. Pentathlon Ventures and Silicon Road Ventures joined as significant institutional investors, while existing investor Titan Capital also participated.

Cato Networks Exceeds $415 Million In ARR With 42% Year-Over-Year Growth

By Amit Chowdhry ● Jul 29, 2026

Cato Networks has surpassed $415 million in annual recurring revenue, representing 42% year-over-year growth as large enterprises increase their adoption of the company's cloud-native networking, cybersecurity and AI protection platform.

PayPal Raises Adjusted Earnings Outlook As Venmo And Braintree Momentum Continues

By Amit Chowdhry ● Jul 29, 2026

PayPal reported continued payment volume growth during the second quarter of 2026 and raised its full-year adjusted earnings guidance as management advances a transformation plan across branded checkout, Venmo and Braintree. The company generated GAAP net income of $1.10 billion, down 12% from $1.26 billion in the second quarter of 2025. Diluted earnings declined 3% to $1.25 per share from $1.29 per share.

Royal Caribbean Raises Full-Year Guidance As Cruise Demand Remains Strong

By Amit Chowdhry ● Jul 29, 2026

Royal Caribbean Group reported second-quarter results above its expectations and increased its full-year earnings guidance, supported by strong close-in demand, favorable joint venture performance and lower-than-anticipated costs.

Mirae Raises $5.4 Million To Expand AI-Powered Specialty Care For Autoimmune Disease

By Amit Chowdhry ● Jul 29, 2026

Mirae has raised $5.4 million in funding to expand an artificial intelligence-driven continuous care platform for autoimmune diseases and other complex chronic conditions. The round was led by Oxford Science Enterprises.

GlobalFoundries Signs LOI For $300 Million U.S. CHIPS R&D Award To Advance Silicon Photonics

By Amit Chowdhry ● Jul 29, 2026

GlobalFoundries has signed a letter of intent with the U.S. Department of Commerce for an expected $300 million CHIPS research and development award supporting next-generation silicon photonics technology for artificial intelligence and high-performance computing infrastructure.

Children’s Health Fund: Interview With Vice President Of Technology & Innovation Jennifer Pruitt About Digital Health Equity

By Amit Chowdhry ● Jul 29, 2026

Children's Health Fund is a national nonprofit that delivers comprehensive pediatric healthcare to children in underserved communities through mobile clinics, school-based programs, and telehealth. Pulse 2.0 interviewed Children's Health Fund Vice President of Technology & Innovation Jennifer Pruitt to learn more about the organization's approach to digital health equity.

ORION Security: Interview With Co-Founder & CEO Nitay Milner About The AI-Based Data Protection Platform

By Amit Chowdhry ● Jul 29, 2026

ORION Security is a company that provides an AI-powered data protection platform that uses real-time contextual intelligence to prevent data loss and exfiltration. Pulse 2.0 interviewed ORION Security co-founder and CEO Nitay Milner to learn more.

UNISERS: Interview With CEO Chuck Milligan About The Semiconductor Metrology Company

By Amit Chowdhry ● Jul 29, 2026

UNISERS is a semiconductor metrology and inspection company that develops wafer inspection tools and analytical instruments designed to detect and characterize nanometer-scale contaminants in the chip manufacturing process. By making invisible particles visible and identifiable, they help manufacturers catch defects early and improve production yields. Pulse 2.0 interviewed UNISERS CEO Chuck Milligan to learn more.