Archives

Apella: $207 Million Team Independence Wealth Advisors Onboarded

By Amit Chowdhry ● Jul 9, 2025

Apella Wealth, a financial advisory and wealth management firm, has acquired Independence Wealth Advisors, a registered investment adviser (RIA).

Cetera Reveals Alternative Investments Allocation Models

By Amit Chowdhry ● Jul 9, 2025

Cetera has introduced its first Alternative Investments allocation model for advisors seeking to offer alternative investments to accredited-investor clients.

Dexter Energy: €23 Million Series C Raised For Scaling Climate Tech

By Amit Chowdhry ● Jul 9, 2025

Amsterdam-based climate tech company Dexter Energy has raised €23 million in a Series C funding round to enhance its AI-driven forecasting and trade optimization services for renewable energy and batteries. This round was led by Alantra’s energy transition fund, Klima, with participation from Mirova and continued support from existing investors like ETF Partners, Newion, and PDENH.

Yaspa: $12 Million Secured For Advancing Fintech Platform

By Amit Chowdhry ● Jul 9, 2025

Yaspa, a fast-growing fintech company in London, has secured $12 million in a funding round led by Discerning Capital to support its expansion in the United States. Discerning Capital believes that Yaspa’s payment processing will transform the gambling payments ecosystem by enhancing player protections, and is joined by long-time investor TechStars Ventures.

Metafide: $3.275 Million Closed For Transforming Financial Trading

By Amit Chowdhry ● Jul 9, 2025

Metafide, a company that combines human intuition and AI to drive innovation in financial trading, has secured $3.275 million in new funding and formed a strategic partnership with DogeOS, the leading application layer for Dogecoin, valued at $25 billion.

Raymond James Brings In $1.1 Billion Team

By Amit Chowdhry ● Jul 9, 2025

Raymond James has welcomed seven financial advisors to its independent channel, Raymond James Financial Services (RJFS), as announced by Northeast division director Alex David.

Kardium: $250 Million Raised For Launching Atrial Fibrillation Treatment

By Amit Chowdhry ● Jul 9, 2025

Kardium, the developer of the Globe Pulsed Field System for atrial fibrillation (AF), has raised $250 million in a financing round led by new investors, including Janus Henderson Investors and the Qatar Investment Authority, with participation from existing investors such as T. Rowe Price. This round includes an equity investment from a key strategic investor.

Samsung Buying Healthcare Integration Company Xealth

By Amit Chowdhry ● Jul 9, 2025

Samsung Electronics has announced its acquisition of Xealth, a healthcare integration platform that combines various digital health tools and care programs for patients and providers. This move aligns with Samsung’s goal of creating a connected care platform that integrates wellness and medical care, offering a seamless approach to preventive healthcare.

Huspy: $9 Million Series B Raised For Transforming Home Buying Experiences

By Amit Chowdhry ● Jul 9, 2025

Huspy, a proptech company transforming home buying, announced it has closed a $59 million Series B funding round led by Balderton Capital, with participation from Peak XV and others.

Parspec: $20 Million Series A Raised For Enhancing Construction Supply Chain With AI

By Amit Chowdhry ● Jul 9, 2025

Parspec is an AI-driven software platform that helps wholesale distributors and sales agents efficiently bid on and supply construction products. The company recently raised $20 million in Series A funding, led by Threshold Ventures, with participation from Innovation Endeavors, Building Ventures, Heartland Ventures, and Hometeam Ventures.