Archives

Beacon Pointe Expanding Into PNW By Acquiring $775 Million Joslin Capital Team

By Amit Chowdhry ● Jun 14, 2024

Beacon Pointe Advisors announced a recent partnership with Joslin Capital Advisors. Based in Redmond, Washington, Joslin Capital is Beacon Pointe’s second RIA acquisition this year and brings about $775 million in client assets under advisement to Beacon Pointe.

Wealth Enhancement Group Adds $658 Million Gavin Financial Team

By Amit Chowdhry ● Jun 14, 2024

Wealth Enhancement Group, a national independent wealth management firm with $82.1+ billion in client assets, announced that it joined forces with Gavin Financial Group in Midland, Michigan. This team of five manages over $658 million in client assets and is led by Owner and Financial Advisor, Michael Gavin, CFP.

YourSix: Cloud Physical Security Solutions Company Raises $10.5 Million

By Amit Chowdhry ● Jun 14, 2024

YourSix, a cloud physical security solutions leader, announced that it has raised $10.5 million in Series A funding, led by Vocap Partners and joined by Eastside Partners. This funding round will accelerate growth, increase market presence, and advance its vision of transforming the delivery of commercial physical security solutions.

Raymond James Adds $500+ Million Alaska-Based Advisor Team

By Amit Chowdhry ● Jun 14, 2024

Michael O'Meara, Midwest regional director for the firm's employee advisor channel Raymond James & Associates (RJA) welcomed financial advisors Keith Green, CFP, CIMA, and Jon Coon, CPFATM, MBA, in Anchorage, Alaska.

LPL Financial Brings In $265 Million Generational Asset Planning And Cousino Teams

By Amit Chowdhry ● Jun 14, 2024

LPL Financial announced it added a couple of teams that both reported serving $265 million in advisory, brokerage and retirement plan assets each.

Focus Financial Partners: 4 Key Executive Appointments Revealed

By Amit Chowdhry ● Jun 14, 2024

Focus Financial Partners, a partnership of fiduciary wealth management and related financial services firms, revealed four key executive appointments that build on the firm’s commitment to operational excellence, unlocking strategic growth opportunities, and delivering innovative solutions.

Pipe: $100 Million Credit Facility Closed From Victory Park Capital

By Amit Chowdhry ● Jun 14, 2024

Pipe, a modern capital platform for fast and frictionless, dilution-free funding, announced the closing of a $100 million credit facility from Victory Park Capital (VPC), an alternative investment firm that specializes in private credit.

ControlUp: Empowering IT To Elevate Digital Employee Experiences

By Amit Chowdhry ● Jun 14, 2024

ControlUp reimagines Digital Employee Experience (DEX) management with true real-time visibility, enabling 20x faster issue resolution on any desktop, any application, anywhere. Pulse 2.0 spoke with the company’s new CEO, Jed Ayres, to learn about its groundbreaking capabilities.

VergeSense: Helping Companies Unlock Spaces And Increase ROI With Occupancy Intelligence To Drive Every Decision

By Amit Chowdhry ● Jun 14, 2024

VergeSense helps companies unlock the potential of their spaces to foster connection, inspiration, and sustainability. Pulse 2.0 interviewed VergeSense VP of Product Kanav Dhir to learn more about the company.

Digital Turbine: Michael Akkerman Joins As Chief Business Officer

By Amit Chowdhry ● Jun 13, 2024

Digital Turbine, a global leader in growth solutions for the mobile ecosystem, announced the appointment of Michael Akkerman as the company's new Chief Business Officer. For this role, Akkerman will lead the company's global go-to-market efforts, including sales, partnerships, marketing, product, and business operations.

Evogene: How This Company Is Transforming Life Science Product Development

By Amit Chowdhry ● Jun 13, 2024

Evogene is a leading computational biology company focused on revolutionizing life-science product development. Pulse 2.0 interviewed Evogene’s Executive Vice President of Business Development Eyal Ronen.

FLO: $136 Million Raised To Expand North American Charging Network

By Amit Chowdhry ● Jun 13, 2024

North American electric vehicle (EV) charging network operator and smart charging solutions provider FLO announced it has secured $136 million in long-term capital, principally from a Series E equity financing, led by Export Development Canada (EDC), to support the company's continued growth in the U.S. and Canada and accelerate the deployment of its reliable charging network.

Cyberhaven: $88 Million Secured To Protect Enterprise Data

By Amit Chowdhry ● Jun 13, 2024

Cyberhaven, a leader in data detection and response (DDR), announced it has raised $88 million in Series C funding led by Adams Street Partners and Khosla Ventures, with significant participation from existing investors Redpoint Ventures, Costanoa Ventures, Vertex Ventures, Crane Venture Partners, and Wing Venture Capital. Prominent security leaders such as Amol Kulkarni (former CPO at CrowdStrike), Gerhard Eschelbeck (former CISO at Google), Ash Devata (former GM of Duo at Cisco), and others also participated.

XONA: Zero-Trust User Access Company Raises $18 Million

By Amit Chowdhry ● Jun 13, 2024

XONA, a developer of a leading zero-trust user access platform for industrial operations, announced the closing of an $18M strategic funding round led by established cyber investor Energy Impact Partners (EIP), bringing the company's total funding to $32 million.

Mad Mobile: Restaurant And Retail Payment Solutions Company Secures $50 Million

By Amit Chowdhry ● Jun 13, 2024

Mad Mobile, a restaurant and retail SaaS and payment solutions company, announced the closure of a $50 million financing agreement. This funding (managed by Morgan Stanley Expansion Capital and Bridge Bank) will be strategically utilized to amplify the expansion of its SaaS and payment technologies, refinance existing debts, and drive sales growth.

Cresset Acquires Connable Office To Enhance Services

By Amit Chowdhry ● Jun 13, 2024

Cresset Asset Management announced its acquisition of The Connable Office, one of the nation's oldest multi-family offices. Based out of Kalamazoo, Michigan and organized as a private trust company, Connable has been carried forward for over 130 years. With this acquisition, the combined firm will manage more than $52 billion in assets on behalf of high-net-worth and ultra-high-net-worth clients.

Voodoo Buying BeReal For €500 Million

By Amit Chowdhry ● Jun 13, 2024

France-based mobile and game publisher company Voodoo announced it has acquired BeReal for €500 million. In connection with the acquisition, BeReal co-founder and CEO Alexis Barreyat will leave the company following a transition period. And Wizz CEO Aymeric Roffé (a Voodoo social media app) will become BeReal’s CEO.

Better Health: Support And Supplies Platform Company Raises $14 Million

By Amit Chowdhry ● Jun 13, 2024

Better Health, a medical supply and support provider built on peer-to-peer connection, announced today a $14 million strategic funding round which included investments from Healthworx, the innovation and investment arm of CareFirst Inc., UHealth - University of Miami Health System, and Mosaic General Partnership. This investment underscores the industry’s recognition of Better Health’s pivotal role in revolutionizing healthcare delivery for chronic conditions.