Archives

Corient Acquires Multi-Family Office Business Of Geller & Company

By Amit Chowdhry ● Jan 25, 2025

Corient, one of the largest and fastest-growing national wealth advisors in the U.S., announced it acquired the multi-family office business of Geller & Company (Geller MFO). And Geller MFO is a premier New York City-based multi-family office with $10.4 billion in assets under management and advisement. This move reinforces Corient’s presence in one of the nation’s largest markets and deepens the firm’s family office capabilities.

Integrated Partners Expanding West Coast Presence With Addition Of RetirementDNA

By Amit Chowdhry ● Jan 25, 2025

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving over $20 billion in assets under advisement (AUA), announced San Diego-based RetirementDNA as the latest advisory team to join its network. This deal marks a significant expansion of both firms' capabilities in retirement plan services and wealth management.

Hyperline: Monetization Platform Company Raises $10 Million

By Amit Chowdhry ● Jan 25, 2025

Next-generation monetization platform HYPERLINE announced it has raised $10 million in a seed extension round led by Index Ventures to help small and medium-sized businesses transform revenue management.‍

Indigo: AI-Based Home Negotiation Company Raises $8 Million (Seed)

By Amit Chowdhry ● Jan 24, 2025

Indigo, an AI-based platform for home negotiations, announced it secured $8 million to offer insight, collaboration, and transparency to real estate teams, buyers, and sellers nationally. The seed funding round was led by Pete Flint at NFX, Clelia Warburg Peters at Era Ventures, and Paul Irving at GTM Fund. They were joined by 1Sharpe Ventures and Jake Seid. In the three months following the launch, Indigo experienced tremendous growth, exceeding 20% market share of home offers in its initial markets.

NEURA Robotics: German-Based Humanoid Company Raises €120 Million (Series B)

By Amit Chowdhry ● Jan 24, 2025

NEURA Robotics, a cognitive robotics pioneer and the only humanoid robotics company in Germany, announced it has raised €120 million in a Series B funding round. The funding round was led by Lingotto Investment Management, with participation from BlueCrest Capital Management, Volvo Cars Tech Fund, InterAlpen Partners, Vsquared Ventures, HV Capital, Delta Electronics, C4 Ventures, L-Bank, founder David Reger, and others.

LPL Financial Onboards $430 Million Advisors Larry Forlenza And Carl Hanks

By Amit Chowdhry ● Jan 24, 2025

LPL Financial announced that financial advisors Larry Forlenza, CRPC, and Carl Hanks, CRPC, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. And they reported serving about $430 million in advisory, brokerage and retirement plan assets and join LPL from Raymond James Financial Services.

Morrison Foerster Brings In Xiaoxi Lin To Hong Kong Office As Partner

By Amit Chowdhry ● Jan 24, 2025

Leading global law firm Morrison Foerster announced the arrival of Xiaoxi Lin, who joins the firm as a partner in the Corporate Group based in Hong Kong. And Lin brings over 15 years’ experience to Morrison Foerster, with a private equity and M&A practice with established client relationships in the Greater China, Asia, and U.S. markets.

Amogy: $56 Million Raised For Supporting Commercialization Of Ammonia-To-Power Solutions

By Amit Chowdhry ● Jan 24, 2025

Amogy, a provider of scalable and efficient ammonia-to-power solutions, announced that it raised $56 million in venture financing, bringing the total raised since inception to over $270 million. The funding round was co-led by existing investor Aramco Ventures and new investor SV Investment. And additional new investors participating in the round include Samsung Heavy Industries, BHP Ventures, Hanwha Investment & Securities, AFW Partners, Quantum Ventures Korea, Kibo Invest, and Seoul IP, along with existing investors Temasek, MOL Switch, Yanmar Ventures, AP Ventures, and Marunouchi Innovation Partners.

First Round’s On Me: Interview With Founder & CEO Joe Feminella About The Social Dating App Company

By Amit Chowdhry ● Jan 24, 2025

First Round's On Me (FROM) is a social dating app designed to foster genuine, in-person connections. Pulse 2.0 interviewed First Round's On Me’s founder and CEO Joe Feminella to learn more about the company.