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LPL Financial Brings In $700 Million BrookBridge Private Wealth Team

By Amit Chowdhry ● Sep 19, 2024

LPL Financial announced that private client advisor John Duane and portfolio manager Gregory Giantsos have joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch BrookBridge Private Wealth based in Long Island, New York. The team reported having served approximately $700 million in advisory, brokerage, and retirement plan assets and joining LPL from Bank of America Private Bank.

LPL Brings In $650 Million Apex Private Wealth Advisors Team

By Amit Chowdhry ● Sep 19, 2024

LPL Financial announced that financial advisors Brett Howard, CTFA, AAMS, APMA, CRPC, Marco Rivera, APMA, Brooks Crissey, CFP, APMA, Henry “Hank” DesJardins, and Ryan Mason had joined LPL Financial’s broker-dealer, RIA, and custodial platforms. And they reported serving about $650 million in advisory, brokerage, and retirement plan assets and join LPL from Ameriprise Financial.

SEI: $1.5 Trillion in Alternative Assets Under Administration Surpassed

By Amit Chowdhry ● Sep 19, 2024

SEI announced that it exceeded $1.5 trillion in alternative assets under administration in its Investment Managers business, which services private equity, private credit, venture capital, hedge, real estate, and infrastructure funds. And as the largest private credit fund administrator by assets globally, SEI's clients include 43 of the top 100 largest investment managers.

Cahill: Dan Amato Joins New York Office As Private Credit Practice Partner

By Amit Chowdhry ● Sep 19, 2024

Cahill Gordon & Reindel announced that Dan Amato has joined the firm in New York, where he will partner in the Private Credit practice. Amato is the second partner to recently join Cahill’s fast-growing Private Credit practice, following Peter Williams’ arrival from KKR Credit as Co-Head of the practice in July.

Opnova: IT And Compliance Operations Optimization Company Raises $3.75 Million (Pre-Seed)

By Amit Chowdhry ● Sep 19, 2024

Opnova, a company in IT, security, and compliance operations optimization, announced an official launch today with an agentic AI platform designed to close the automation gap in complex operational workflows. With $3.75 million in pre-seed funding co-led by Faber, ScaleX, and Preface Ventures, Opnova is set to redefine IT operations by addressing the challenges posed by rework—the time spent on repetitive, mundane, yet essential tasks.

Edera: Secure-By-Design Kubernetes And AI Solution Secures $5 Million (Seed)

By Amit Chowdhry ● Sep 19, 2024

Secure-by-design Kubernetes and AI solution Edera announced it has raised $5 million in a seed round led by 645 Ventures and Eniac Ventures with participation from FPV Ventures, Generationship, Precursor Ventures and Rosecliff Ventures. And angel investors include Joe Beda, Filippo Valsorda, Mandy Andress, Jeff Behl and Kleiner Perkins scout Nikitha Suryadevara, and others.

DNEG: How This Company Helps Build Immersive Marketing Campaigns

By Amit Chowdhry ● Sep 19, 2024

DNEG is a world-leading visual entertainment services company for the creation of feature film, television, and multiplatform content, with worldwide offices and studios across North America, Europe, Asia, and Australia. To learn more, Pulse 2.0 interviewed Josh Mandel, Managing Director of DNEG IXP (Immersive Experiences).

POINT.ME: Points And Travel Reward Search Company Secures $15 Million (Series B)

By Amit Chowdhry ● Sep 19, 2024

Points and travel reward search platform point.me announced it has successfully closed a $15 million Series B fund raising. This funding round follows a strong year of growth propelled by enterprise partnerships with American Express and Bilt Rewards.

Brisk Teaching: AI-Based Educational Chrome Extension Service Raises $6.9 Million

By Amit Chowdhry ● Sep 19, 2024

Brisk Teaching, a leading AI-based Chrome extension for educators, schools, and districts, announced the completion of its $5 million Seed round, bringing its total funding to $6.9 million. Led by Owl Ventures, with participation from South Park Commons, Springbank Collective, Coherence Fund, and Coalition Operators, this funding round will drive team expansion, accelerate product development, and fuel international growth—all with the goal of saving educators time and providing enhanced, intuitive tools for administrators.

GovCIO: $2 Billion Maverick DoD NSIN Task Order Signed

By Amit Chowdhry ● Sep 19, 2024

GovCIO—a provider of advanced technology solutions, cyber, and digital services for the federal government—was awarded a five-year, single-award, $2 billion General Services Administration (GSA) Alliant 2 task order in support of the Department of Defense (DoD).

Marble (Since Acquired By The Zebra): Interview With The Former CTO Adi Sundar About This Insurance Optimization Company

By Amit Chowdhry ● Sep 19, 2024

Marble is an all-in-one digital wallet for insurance. Pulse 2.0 interviewed Marble VP of Engineering Adi Sundar to learn more about the company.