Archives

RightCapital Launches Iris AI Agent For Financial Planning

By Amit Chowdhry ● Jun 26, 2026

RightCapital announced the launch of Iris, an AI planning agent designed to help financial advisors save time and improve the quality of client financial plans.

Citizens Adds Sports And Entertainment-Focused Private Wealth Team In Southern California

By Amit Chowdhry ● Jun 26, 2026

Citizens Financial Group announced that it has added a Santa Monica-based advisory team to support the continued growth of its Private Wealth business in Southern California.

Brent Holcombe Launches Chocorua Wealth Management With Osaic Wealth Support

By Amit Chowdhry ● Jun 26, 2026

Brent D. Holcombe announced the launch of Chocorua Wealth Management, an independent wealth management firm based in Albany, New Hampshire.

Alan Raises €480 Million Round Led By Prosus At €5.5 Billion Valuation

By Amit Chowdhry ● Jun 26, 2026

Prosus announced that it is leading a €480 million funding round in Alan, a European health and insurance technology company building an AI-powered healthcare platform.

Rippling Launches Data Cloud To Bring AI-Powered BI To Workforce Data

By Amit Chowdhry ● Jun 26, 2026

Rippling announced the launch of Rippling Data Cloud, a new suite of products designed to bring AI-powered business intelligence to workforce and operational data.

Heathos: Interview With CEO Todd Baxter About The Unified Insurance Technology Company

By Amit Chowdhry ● Jun 26, 2026

Heathos provides a unified insurance technology and services ecosystem that streamlines enrollment, billing, and claims processing to help carriers and agencies scale their operations. Pulse 2.0 interviewed Heathos CEO Todd Baxter to learn more.

Wedbush Adds Steve Schwary To Wealth Management Division

By Amit Chowdhry ● Jun 26, 2026

Wedbush announced that veteran financial advisor and portfolio manager Steve Schwary has joined the firm’s Wealth Management division as a financial advisor.

AlTi Global Names Patrick Keenan Chief Financial Officer

By Amit Chowdhry ● Jun 26, 2026

AlTi Global announced that Patrick Keenan has been appointed Chief Financial Officer, effective July 1, 2026. Keenan is currently Deputy Chief Financial Officer of AlTi. The company said the appointment is part of a long-planned internal leadership transition designed to support its next phase of growth.

Aquila Air Capital Upsizes Credit Facility To $400 Million

By Amit Chowdhry ● Jun 26, 2026

Aquila Air Capital announced the closing of a $400 million refinancing and upsizing of its warehouse facility with ATLAS SP Partners.

Elroy Air To Go Public In $1 Billion SPAC Deal

By Amit Chowdhry ● Jun 26, 2026

Elroy Air announced that it has entered into a definitive business combination agreement with Columbus Circle Capital Corp II, a SPAC led by the management team of Inflection Point Asset Management and Cohen & Company.

Securitize SPAC Deal Expected To Raise $400 Million And Close July 1

By Amit Chowdhry ● Jun 26, 2026

Securitize and Cantor Equity Partners II announced that Securitize’s proposed business combination is expected to raise approximately $400 million in gross proceeds based on final redemption results.

Orbital Composites Wins $1.9 Million U.S. Space Force Contract

By Amit Chowdhry ● Jun 26, 2026

Orbital Composites announced that it has received a $1.9 million Tactical Funding Increase contract award from SpaceWERX, the innovation arm of the U.S. Space Force.

Why Syndio Acquired Embrace.ai

By Amit Chowdhry ● Jun 26, 2026

Syndio announced that it has acquired Embrace.ai, an agentic AI company built to deploy AI-driven automation across business workflows.

Why KKR Is Buying EDF Power Solutions In The U.S. And Canada

By Amit Chowdhry ● Jun 26, 2026

EDF announced that it has signed an agreement under which KKR has irrevocably undertaken to acquire the operations and assets of EDF power solutions in the United States and Canada.

The Doctors Company Completes $1.3 Billion Acquisition Of ProAssurance

By Amit Chowdhry ● Jun 26, 2026

The Doctors Company announced that it has completed its acquisition of ProAssurance Corporation, a specialty insurer with expertise in medical liability, products liability for medical technology and life sciences companies, and workers’ compensation insurance.

Why Quorum Software Acquired Streamba

By Amit Chowdhry ● Jun 26, 2026

Quorum Software announced that it has acquired Streamba, an AI-native supply chain platform built for the energy industry.

Republic Finance: J.C. Flowers-Led Investor Group To Acquire Company

By Amit Chowdhry ● Jun 26, 2026

Republic Finance announced that it has entered into a definitive agreement to be acquired by an investor group led by J.C. Flowers & Co. alongside Nowlake Technology.

Why Code Metal Acquired Signal Processing Technologies

By Amit Chowdhry ● Jun 26, 2026

Code Metal announced that it has acquired Signal Processing Technologies and launched a new Advanced RF Group.

AiRANACULUS Wins $5 Million NASA Contract To Advance Lunar Communications Networks

By Amit Chowdhry ● Jun 26, 2026

AiRANACULUS announced that it has been awarded a $5 million Civilian Commercialization Readiness Pilot Program contract from NASA.

Asset-Map Launches Growth Partners Program And Growth Studio

By Amit Chowdhry ● Jun 26, 2026

Asset-Map announced the launch of Asset-Map Growth Partners, a curated program designed to connect financial advisors with vetted companies that can help them grow their practices.

Why PLS Logistics Services Acquired The AGL Group

By Amit Chowdhry ● Jun 26, 2026

PLS Logistics Services announced that it has acquired The AGL Group, an international freight forwarder and supply chain company based in Weymouth, Massachusetts.

Patronus AI Raises $50 Million Series B To Build Digital World Models

By Amit Chowdhry ● Jun 26, 2026

Patronus AI announced that it raised a $50 million Series B round and unveiled Digital World Models, a new class of large-scale simulation environments for AI agent training and evaluation.

Why Premarket Acquired Maklare AI

By Amit Chowdhry ● Jun 26, 2026

Premarket announced that it has acquired Maklare AI, a New York-based artificial intelligence company focused on structuring demand-side data in residential real estate.

LR Health & Beauty Completes Financial Realignment To Support Growth

By Amit Chowdhry ● Jun 26, 2026

LR Health & Beauty announced it has successfully completed its financial realignment, strengthening its capital structure and laying the foundation for future growth.

Tombot Raises $7 Million Series A3 To Scale Robotic Companion Animals

By Amit Chowdhry ● Jun 26, 2026

Tombot announced that it closed a $7 million Series A3 financing round to scale operations and expand its companion robotics product line.

Why Bluespring Wealth Acquired Element Wealth Advisors

By Amit Chowdhry ● Jun 26, 2026

Bluespring Wealth announced that it has acquired Element Wealth Advisors, a Kestra Financial-affiliated advisory firm headquartered in Atlanta, Georgia.

GCG Advisory Partners: $180 Million Firm Head Investment Partners Joins Platform

By Amit Chowdhry ● Jun 26, 2026

GCG Advisory Partners announced that Head Investment Partners, a Knoxville, Tennessee-based advisory firm with $180 million in assets under management, has joined its platform.

Lumenai Secures Pre-Seed Investment From Corpora.ai

By Amit Chowdhry ● Jun 26, 2026

Lumenai announced that it has secured pre-seed investment from Corpora.ai to advance its work around structured people intelligence for AI-era workplaces.

VisitIQ Appoints Conner Roos As Chief Financial Officer

By Amit Chowdhry ● Jun 26, 2026

VisitIQ announced that Conner Roos has been appointed Chief Financial Officer, effective June 1, 2026.

Jump Launches AI-Powered Account Opening And Workflow Tools For Advisors

By Amit Chowdhry ● Jun 26, 2026

Jump announced a series of new AI-powered product capabilities designed to help financial advisors save time, improve client engagement, and streamline workflows across their existing technology stacks.