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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.

Preply: Interview With Co-Founder & CTO Dmytro Voloshyn About The Language-Learning Marketplace

By Amit Chowdhry ● Jul 29, 2026

Preply is a global online language-learning marketplace that connects learners with expert tutors for personalized 1-on-1 lessons. Pulse 2.0 interviewed Preply co-founder and Chief Technology Officer (CTO) Dmytro Voloshyn to learn more.

FIFA Proposes $20 Billion Commercial Spinoff With Up To $4.2 Billion From Investors

By Amit Chowdhry ● Jul 29, 2026

FIFA is proposing the creation of a wholly owned commercial subsidiary valued at approximately $20 billion, with outside investors potentially acquiring minority stakes for up to $4.2 billion. The plan, which remains subject to approval, would consolidate FIFA's commercial and event-related operations into a new entity called FIFA Forward Enterprise, according to NBC.

InfoRLife Secures Growth Investment To Expand Ready-To-Use IV Infusion Bag Platform

By Amit Chowdhry ● Jul 29, 2026

InfoRLife has secured a strategic investment from BC Partners to accelerate the expansion of its ready-to-use intravenous infusion bag development and manufacturing platform. Under the agreement, BC Partners will acquire a co-control stake from founder and CEO Sergio Dusci and the founding families of ACS Dobfar, which will remain involved in the business. Financial terms were not disclosed.

Gerresheimer Sells Centor And Primary Packaging Plastics Business For Around €1.5 Billion

By Amit Chowdhry ● Jul 29, 2026

Gerresheimer has entered into definitive agreements to sell Centor and its global Primary Packaging Plastics business to an affiliate of funds advised by Apax Partners. The two businesses have a combined enterprise value of approximately €1.5 billion, although the parties did not disclose the remaining financial terms.

Hypori: Interview With CSO Matt Stern About The Secure Mobile Access Platform Company

By Amit Chowdhry ● Jul 29, 2026

Hypori provides a secure mobile access platform that hosts a virtual workspace in the cloud, allowing users to safely access enterprise apps and data from any smartphone or tablet without storing any information on the physical device itself. Pulse 2.0 interviewed Hypori Chief Security Officer Matt Stern to learn more.

Oxane Partners Secures Strategic Growth Investment To Expand AI-Powered Private Credit Platform

By Amit Chowdhry ● Jul 29, 2026

Oxane Partners has secured a strategic growth investment from TA Associates to accelerate technology development, expand its artificial intelligence capabilities and invest further in talent and leadership. Financial terms were not disclosed, and the transaction is expected to close in the third quarter of 2026, subject to customary closing conditions.

Leia: Interview With Founder And Chief Technical Officer David Fattal About Immersive Display Technology

By Amit Chowdhry ● Jul 29, 2026

Leia develops the Immersity Platform, combining Spatial AI Software and Switchable-Display Hardware to bring immersive visual experiences to phones, tablets, laptops, and monitors. The company is led by Founder and Chief Technical Officer David Fattal. Pulse 2.0 interviewed Leia Founder and Chief Technical Officer David Fattal to learn more.