Archives

Upvest: $125 Million Raised To Expand API-First Investment Infrastructure Across Europe

By Amit Chowdhry ● Mar 17, 2026

Upvest, a Berlin-based investment infrastructure company, has secured $125 million in new funding to accelerate the modernization of banking and investment systems across Europe and the UK. The financing includes a $90 million equity round led by Sapphire Ventures and Tencent, alongside a $35 million debt facility currently being finalized.

Tesla: $4.3 Billion Battery Deal With LG Energy Solution To Expand U.S. Energy Storage Production

By Amit Chowdhry ● Mar 17, 2026

Tesla has struck a $4.3 billion agreement with South Korea’s LG Energy Solution to secure battery cells for its rapidly growing energy storage business, with production set to take place in Lansing, Michigan.

Societe Generale: Retail Securities Services Divestment To Crédit Mutuel Arkéa

By Amit Chowdhry ● Mar 17, 2026

Societe Generale announced that it has signed a memorandum of understanding with Crédit Mutuel Arkéa for the divestment of the retail business of its securities services unit, Societe Generale Securities Services (SGSS), marking a strategic shift toward focusing on wholesale clients.

UK Government: £1 Billion Quantum Computing Push Anchors Broader £2 Billion National Strategy

By Amit Chowdhry ● Mar 17, 2026

The UK government has unveiled a sweeping investment initiative to accelerate the development and deployment of quantum technologies, committing more than £1 billion toward quantum computing research and trials as part of a broader package worth up to £2 billion. The announcement, detailed in an official government press release and reported by Bloomberg, underscores the country’s ambition to position itself as a global leader in next-generation computing.

National Venture Capital Association: 2026 Venture Vanguard Class Honors Industry Leaders Driving Innovation

By Amit Chowdhry ● Mar 17, 2026

The National Venture Capital Association (NVCA) has announced its 2026 Venture Vanguard class, recognizing three influential leaders in venture capital for their significant contributions to innovation, economic growth, and the broader startup ecosystem. The honorees—Annie Lamont, Robert “Bob” Pavey, and Kate Mitchell—will be formally celebrated at an event on May 14, 2026, at the Rosewood Sand Hill in Menlo Park, California.

Standard Template Labs: $49 Million Raised For AI-First IT Service Management Platform

By Amit Chowdhry ● Mar 17, 2026

Standard Template Labs, an AI-first service management platform, announced its launch alongside a $49 million seed funding round co-led by ICONIQ and CRV. The company aims to transform IT service management by building a platform that automates end-to-end enterprise IT operations.

Rubi: $7.5 Million Raised For CO2-To-Materials Manufacturing Platform As It Secures Over $60 Million In Offtake Agreements

By Amit Chowdhry ● Mar 17, 2026

Rubi, a carbon-to-materials manufacturing company, announced it has raised $7.5 million in new funding as it accelerates the commercialization of its platform that converts CO2 into essential materials. The company also disclosed it has secured more than $60 million in multi-year offtake term sheets with leading fashion brands and manufacturers, signaling growing demand for its technology.

Lehigh University: $10 Million Gift To Transform First-Year Engineering Education

By Amit Chowdhry ● Mar 17, 2026

Lehigh University announced a $10 million gift to significantly reshape how first-year engineering students begin their academic journey, funding the creation of a new hands-on learning environment and expanding an innovative curriculum that immerses students in real-world problem-solving from day one.

Quorus: $5 Million Raised For Tax-Managed Portfolio Infrastructure Platform

By Amit Chowdhry ● Mar 17, 2026

Quorus, a technology-driven asset manager, announced it has raised $5 million in a seed funding round to expand its custom, tax-managed portfolio infrastructure for active asset managers. The round was anchored by WisdomTree and included participation from Connecticut Innovations, Nassau Financial Group, and other strategic investors across the wealth management industry.

Candex: $40+ Million Series C Extension Raised To Scale Tail-Spend Management Platform

By Amit Chowdhry ● Mar 17, 2026

Candex, a technology-based vendor management platform focused on simplifying enterprise tail spend, has extended its Series C funding round to more than $40 million with a strategic investment from HSBC, bringing total funding to over $120 million.

GS Power Partners: $250 Million Debt Facility Secured To Expand Distributed Solar Platform

By Amit Chowdhry ● Mar 17, 2026

GS Power Partners, a distributed generation independent power producer focused on clean energy, announced it has secured a $250 million investment from Deutsche Bank to support its growth strategy and project development pipeline.

Surf Therapeutics: $6 Million Raised As Ultrasound Neuromodulation Company Advances Rheumatoid Arthritis Clinical Study

By Amit Chowdhry ● Mar 17, 2026

Surf Therapeutics, a clinical-stage biotechnology company developing non-invasive ultrasound neuromodulation therapies for immune-mediated diseases, announced positive first-in-human study results alongside an extension of its seed financing round, bringing total funding to approximately $6 million.

Natura Resources And University Of Texas Advance Safety Analysis Through Supercomputing Collaboration

By Amit Chowdhry ● Mar 17, 2026

Natura Resources, an advanced nuclear reactor developer focused on liquid-fueled molten salt technology, announced progress in its reactor physics and safety analysis through a high-performance computing collaboration with the University of Texas at Austin. The work leverages supercomputing resources at the Texas Advanced Computing Center to model the fundamental behavior of the company’s reactor design as it moves toward commercialization.

University Of Nebraska’s NSRI: $500 Million Contract Awarded To Accelerate Warfighter-Ready Solutions

By Amit Chowdhry ● Mar 17, 2026

The National Strategic Research Institute (NSRI) at the University of Nebraska has been awarded a $500 million indefinite delivery, indefinite quantity (IDIQ) contract from U.S. Strategic Command (USSTRATCOM) to advance rapid-response research and development efforts supporting national defense.

University Of Arkansas: $1.9 Million EPA Grant To Study Biochar’s Impact On Water Quality

By Amit Chowdhry ● Mar 17, 2026

The Environmental Protection Agency has awarded nearly $1.9 million to a University of Arkansas researcher to investigate how biochar can be used to improve water quality by reducing nutrient runoff from agricultural waste.

Kestra Private Wealth Services: Jordan Cantrell Launches Timeless Private Wealth In Independent Channel

By Amit Chowdhry ● Mar 17, 2026

Kestra Private Wealth Services: Advisor Launches Timeless Private Wealth In Independent Channel

Turquoise Health: $40 Million Raised For Healthcare Payments And Contracting Platform

By Amit Chowdhry ● Mar 17, 2026

Turquoise Health, a healthcare pricing and payments platform, announced it has raised $40 million in a Series C funding round led by Oak HC/FT, with participation from Andreessen Horowitz, Adams Street Partners, and Yosemite.

Perigon Wealth Management Adds Three Partners Through Path To Partnership Program

By Amit Chowdhry ● Mar 17, 2026

Perigon Wealth Management announced that three additional team members have become partners through its Path to Partnership Program, underscoring the firm’s advisor-led ownership model and continued expansion. The firm, which manages approximately $11.2 billion in client assets as of December 31, 2025, said the program is designed to provide both employees and certain independent advisors with a pathway to equity participation.

Carson Group Adds Long Island Independent Office With $160 Million In Assets

By Amit Chowdhry ● Mar 17, 2026

Carson Group, a wealth advisory firm managing more than $57 billion in assets, announced that Agrillo Financial Group has joined its network as a new independent office. The Bethpage, New York-based practice, led by Wealth Advisor Theodore “Ted” Agrillo III, oversees approximately $160 million in advisory and retirement plan assets.

Waverly Advisors: $181 Million Firm McBride Financial Advisors Acquired

By Amit Chowdhry ● Mar 17, 2026

Waverly Advisors, a Birmingham, Alabama-based registered investment adviser, has acquired McBride Financial Advisors, a Seahurst, Washington-based wealth management firm overseeing approximately $181 million in assets under management as of the end of 2025. The transaction marks Waverly’s second acquisition in the Pacific Northwest in 2026, following its earlier purchase of an Oregon-based firm, as it continues to scale its regional footprint.

iCapital Acquires Hexure To Build Platform For End-To-End Insurance And Annuity Technology

By Amit Chowdhry ● Mar 17, 2026

iCapital announced it has entered into a definitive agreement to acquire Hexure, a provider of digital and AI-powered sales automation solutions for insurance, financial services, and wealth management, as the fintech platform expands deeper into annuities and insurance technology.

Lenox Advisors: Three Advisors Promoted To Partner At NFP Affiliate

By Amit Chowdhry ● Mar 17, 2026

Lenox Advisors, an affiliate of NFP, an Aon company, has promoted three senior advisors to partner as the firm continues to expand its leadership bench and reinforce its long-term client service model.

Republic Capital Appoints Lori Kamen As Chief Compliance Officer

By Amit Chowdhry ● Mar 17, 2026

Republic Capital Group, an investment bank specializing in strategic and financial advisory services for wealth and asset management firms, announced the appointment of Lori Kamen as Chief Compliance Officer, according to an official press release.

F2 Strategy: CEO Ryan Beach Reappointed To Lead Wealth And Asset Management Consulting Firm

By Amit Chowdhry ● Mar 17, 2026

F2 Strategy announced that Ryan Beach has been reappointed as chief executive officer following a six-month period during which he explored another executive leadership opportunity.

Americana Partners: Dynasty-Backed Wealth Firm Appoints Mike Mitchell As CFO

By Amit Chowdhry ● Mar 17, 2026

Americana Partners, a Houston-based independent wealth advisory firm backed by Dynasty Financial Partners, announced the appointment of Mike Mitchell as Chief Financial Officer, according to an official company press release. The hire adds a seasoned financial executive to the firm’s leadership team as it continues its national expansion.

Fidium: $665 Million Asset-Backed Securitization Strengthens Fiber Internet Company’s Capital Structure

By Amit Chowdhry ● Mar 17, 2026

Fidium, a fiber internet and network services company, announced the closing of a $664.6 million asset-backed securitization, marking its third such transaction in less than a year as it continues to expand its fiber network footprint.

Adobe And NVIDIA Sign Strategic Partnership To Accelerate AI-Powered Creativity And Marketing Workflows

By Amit Chowdhry ● Mar 17, 2026

Adobe announced a strategic partnership with NVIDIA to accelerate AI-powered creation, production, and personalization, as the companies aim to reshape creative and marketing workflows through next-generation generative AI technologies. The collaboration will center on advancing Adobe’s Firefly models, integrating NVIDIA’s accelerated computing and AI infrastructure, and developing new agentic workflows and 3D digital twin capabilities for enterprise use.

OpenAI Reportedly Planning $10 Billion JV With Private Equity Firms To Scale Enterprise AI Adoption

By Amit Chowdhry ● Mar 17, 2026

OpenAI is in advanced discussions to form a roughly $10 billion joint venture with private equity firms to accelerate enterprise adoption of its artificial intelligence software, according to a Bloomberg report.

Northern Trust: Appoints Alyssa Quinlan As Head Of Advisor Relationships & Strategic Partnerships

By Amit Chowdhry ● Mar 17, 2026

Northern Trust Wealth Management announced the appointment of Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships, as the firm looks to expand its capabilities serving clients with complex wealth needs, including fine art and collectibles. Quinlan will report to Global Head of Sales David Albright and will lead the firm’s engagement with professional advisors across law, accounting, and investment consulting.

Nouveau Monde Graphite: $335 Million Debt Financing Secured For Matawinie Mine Phase-2 Development

By Amit Chowdhry ● Mar 17, 2026

Nouveau Monde Graphite has secured a fully committed senior project debt package totaling $335 million to support the construction and development of its Phase-2 Matawinie Mine in Québec, marking a significant milestone as the company advances toward a final investment decision.