Archives

Wellumio Raises $9.75 Million Pre-Series A To Advance Portable Stroke Imaging Technology

By Amit Chowdhry ● Jul 29, 2026

Wellumio has completed an oversubscribed $9.75 million pre-Series A funding round to advance the clinical development, regulatory approval and commercialization of Axana, its portable brain imaging system for point-of-care stroke detection. The final close added Bioshore Ventures, an Australian medical technology investor, and Jumpspace Ventures, a U.S. early-stage venture capital firm focused on neurotechnology.

Qualcomm Completes Acquisition Of Modular To Expand AI Compute Platform From Edge To Cloud

By Amit Chowdhry ● Jul 29, 2026

Qualcomm has completed its acquisition of Modular, an AI-native software infrastructure company whose platform helps developers optimize and deploy generative and agentic AI workloads across different types of computing hardware. Financial terms of the acquisition were not disclosed.

ThreatLocker Raises $190 Million Series F To Expand Zero Trust Cybersecurity Platform

By Amit Chowdhry ● Jul 29, 2026

ThreatLocker has raised $190 million in Series F funding to accelerate product development, strengthen its artificial intelligence security capabilities and expand internationally. The round was led by Elephant, with continued participation from D. E. Shaw Ventures and Arthur Ventures. Koch Disruptive Technologies made a significant new investment in the company.

Processa Pharmaceuticals Acquires Vidya Therapeutics And Raises About $200 Million To Advance VT-7208

By Amit Chowdhry ● Jul 29, 2026

Processa Pharmaceuticals has acquired Vidya Therapeutics in a stock-for-stock transaction and entered into an agreement for an approximately $200 million concurrent private placement.

Cowbell Launches OMNI AI Decision Intelligence System For Specialty Insurance

By Amit Chowdhry ● Jul 29, 2026

Cowbell has launched OMNI, an AI-native decision intelligence system designed to improve underwriting, claims, cybersecurity services, customer engagement and product development across its specialty insurance business.

Naoma: Interview With Co-Founder & CEO Dmitry Zakharov About The Conversational AI Video Agent Company

By Amit Chowdhry ● Jul 29, 2026

Naoma builds conversational AI video agents that deliver personalized, live B2B software product demos on demand. Pulse 2.0 interviewed Naoma co-founder and CEO Dmitry Zakharov to learn more.

Viktor Appoints Robbie O’Connor As Chief Revenue Officer

By Amit Chowdhry ● Jul 29, 2026

European AI startup Viktor has appointed Robbie O'Connor as Chief Revenue Officer to lead its next phase of commercial growth. O'Connor previously held commercial leadership roles at Dropbox, Asana and Notion. He will oversee Viktor's revenue strategy as the company expands adoption of its AI employee platform among enterprise customers.

Carson Group Onboards $1.76 Billion Firm Doyle And Loughman Wealth Management

By Amit Chowdhry ● Jul 29, 2026

Carson Group has partnered with Doyle and Loughman Wealth Management, a New Hampshire-based advisory firm serving approximately $1.76 billion in advisory and brokerage assets.

Freehand Raises $75 Million To Scale AI Teams Managing Supply Chain Spend

By Amit Chowdhry ● Jul 29, 2026

Freehand has raised $75 million in funding to expand its autonomous AI platform for managing supply chain spending at large enterprises. The round was co-led by Battery Ventures and NewRoad Capital Partners, with participation from PSP Growth, Nexus Venture Partners and other investors.

Squire Patton Boggs Appoints New US Office And Global Practice Leaders

By Amit Chowdhry ● Jul 29, 2026

Squire Patton Boggs has announced leadership appointments across four U.S. offices and its global Environmental, Safety and Health Practice.

Pension Resource Institute Appoints Annie Messer As President And Expands Leadership Across Retirement Plan Ecosystem

By Amit Chowdhry ● Jul 29, 2026

Pension Resource Institute has named Annie Messer as President and appointed Haley Erickson as Chief Compliance Officer of Group Plan Systems as part of a broader leadership expansion across its retirement plan businesses.

FMG Suite Launches Institutional Intelligence To Help Financial Advisors Turn Expertise Into Growth

By Amit Chowdhry ● Jul 29, 2026

FMG Suite has launched Institutional Intelligence, a program that embeds specialized wealth management content, research and interactive tools directly into the marketing and client engagement workflows used by financial advisors. The platform is intended to help advisors transform expertise in areas such as estate planning, taxes, and philanthropy into compliant campaigns that attract prospects and deepen existing client relationships.

Wind Point Partners Closes $3.2 Billion Fund XI For Middle-Market Investments

By Amit Chowdhry ● Jul 29, 2026

Wind Point Partners has closed its eleventh private equity fund with $3.2 billion in total commitments, exceeding the fund's hard cap and making it the largest fund in the firm's 42-year history.

Qureight Raises $20 Million Series B To Expand AI Imaging Platform For Lung And Heart Clinical Trials

By Amit Chowdhry ● Jul 29, 2026

Qureight has raised $20 million in Series B funding to expand its three-dimensional deep learning imaging portfolio and grow its commercial operations across additional therapeutic markets involving lung and heart diseases. The round was led by Molten Ventures, with participation from existing investors Hargreave Hale AIM VCT, XTX Ventures, Guinness Ventures, Meltwind and Ascension.

groundcover Raises $100 Million Series C To Scale AI-Era Observability Platform

By Amit Chowdhry ● Jul 29, 2026

groundcover has raised $100 million in Series C funding to expand its observability platform for engineers and autonomous AI agents. The financing was led by One Peak, with participation from Morgan Stanley Expansion Capital and existing investors Zeev Ventures, Angular Ventures, Heavybit, and Jibe.

Project Bravo Secures $12.5 Million Revolving Credit Facility To Support Government Contract Growth

By Amit Chowdhry ● Jul 29, 2026

Project Bravo has secured a $12.5 million senior-secured revolving credit facility arranged by Business Capital, also known as BizCap, to increase working capital, refinance existing obligations and support continued growth in its government-contract fulfillment business.

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.