NEW YORK, Aug. 6, 2025 — Stavtar Solutions, a leading provider of business spend management and expense allocation SaaS for complex businesses such as alternative asset managers, today announced a Series A investment of $55 million from Elephant. The minority investment will fuel the next phase of expansion for the platform that has revolutionized how complex businesses are managing their business spend, expense allocations, vendors, contracts, budgets, payments, and more. It will drive continued product innovation, expansion of integrated payment capabilities within its flagship product StavPay, as well as hiring to meet rapidly increasing demand.

Co-founded by Steven Petersen and Avtar Batth, a former CFO and CTO respectively, Stavtar was created to solve a problem they lived firsthand: the overwhelming reliance on manual processes and spreadsheets to manage business spend and expense allocations within alternative asset management. With years of navigating operational bottlenecks and fragmented systems, they set out to build a modern, customizable, data-driven platform designed specifically for the needs of finance and operations teams at hedge funds, private equity, family offices, and other complex businesses. Stavtar has grown over 1300% in the past three years and is now the platform of choice for more than 100 alternative asset managers overseeing $2.4 Trillion in AUM. The StavPay platform powers automated workflows for vendor, contract and invoice management, expense allocations, third party payments, budgets, tax filings, custom reporting, and more. It turns their clients’ entire process into approve or reject, while giving them insights into their business like never before, in real time.

“We built Stavtar to fix what we could not ignore – outdated, manual, disconnected financial workflows holding back high-performing teams,” said Steven Petersen, Co-Founder of Stavtar. “Our partnership with Elephant empowers us to focus on what matters most – delivering innovative, enterprise-grade solutions to our clients. We are excited to grow faster, go further, and continue pushing the boundaries of what is possible in software for complex businesses.”

“We engineered Stavtar to address the real pain points faced by complex businesses,” said Avtar Batth, Co-Founder of Stavtar. “This investment enables us to accelerate the development of a scalable, intelligent system designed specifically for the financial and operational realities of alternative asset managers and other sophisticated enterprises.”

This milestone empowers Stavtar to:

• Drive innovation across its portfolio of solutions.
• Grow the engineering, implementation, customer success, and sales teams. 
• Advance its integrated payments platform, including virtual card and vendor payment capabilities.
• Deepen AI and mobile capabilities to put business spend control and insights directly in the hands of CEOs, CFOs, and finance teams. 
• Expand footprint into verticals adjacent to alternative asset management and other similarly complex businesses.

Peter Fallon, Partner at Elephant, will join Stavtar’s board of directors. “Steve and Avtar have built a category-defining platform that solves the complex, high-value challenges confronting some of the most discerning firms in finance,” said Fallon. “We are thrilled to support Stavtar’s vision and help scale its impact through continued market growth.”

With offices in New York, Dallas, London, Mumbai, and Bengaluru, Stavtar is scaling with focus, giving finance teams the tools they need to eliminate manual work, reduce operational risk, increase productivity, and move faster.

About Stavtar

Stavtar is the premier provider of business spend management and expense allocation SaaS solutions built for the Office of the CFO in complex businesses like alternative asset management. Headquartered in New York, with a global footprint spanning Dallas, London, Mumbai, and Bengaluru, Stavtar was founded by seasoned professionals from the alternative asset management industry.

Our flagship business spend management and expense allocation platform, StavPay, empowers over 100 leading alternative asset managers, collectively overseeing more than $2.4 trillion in AUM. 

To learn more, visit www.stavtar.com. 

About Elephant

Elephant is a venture capital firm focused on the enterprise software, consumer internet, and mobile markets.

SOURCE Stavtar

The Pre-Series A Funding Marks Transition from Breakthrough Research to Prototyping, Validates LENR as a Scalable Clean Energy Alternative

HYDERABAD, India, Aug. 6, 2025 — HYLENR, a clean energy startup harnessing patented Low Energy Nuclear Reactions (LENR) to develop scalable, carbon-free heat energy systems for industrial heat and power, today announced the successful closure of around USD 3.0 Million strategic Pre-Series A funding round to accelerate product commercialisation.

The round was led by Valour Capital and Chhattisgarh Investments Limited, early-stage investors focused on deep-tech/energy transition technologies. Individual investors Karthik Sundar Iyer and Anant Sarda also participated. PwC served as the company’s advisor on the transaction, while Samvad Partners was their legal advisor.

The fresh capital injection enables HYLENR to fast-track from pilot to market launch, signaling growing investor confidence in LENR as a viable alternative to fossil fuels amid rising interest in its breakthrough heat energy amplification and scalable commercial systems.

Karan Goshar, Partner at Valour Capital, commented, “HYLENR’s LENR technology is disruptive; it represents a leap forward in redefining how the world approaches industrial heat and energy generation. What excites us most is the scalability and safety profile of their systems, coupled with the perfect mix of technological and entrepreneurial expertise within the team, which positions HYLENR to play a key role in the global energy transition. We are thrilled to back a team delivering transformative technology.”

“We believe LENR has the potential to be the safest and most energy-efficient thermal and electrical generation technology of the future,” said Siddhartha Durairajan, Chairman and Managing Director of HYLENR. Adding, “Our recent lab results show unprecedented energy gain ratios, and this round gives us the momentum to focus on our product roadmap. We have begun early proof-of-concept tests, with several government bodies and large corporations showing interest in our LENR systems. The next phase will focus on scaling manufacturing and expanding globally.”

“This round is a vote of confidence in both our technology and our mission,” expressed Ram Ramaseshan, Co-Founder, Executive Director and CEO of HYLENR. “We have moved beyond proof-of-concept into a phase where LENR can begin to address real-world energy challenges. This funding allows us to accelerate product development and market reach, addressing industry needs for clean, high-yield thermal and electrical energy solutions in the US, Europe, India and Japan markets.”

Pilot projects are already underway with leading government institutions and industrial players, aimed at replacing conventional fossil-based systems with sustainable, next-generation alternatives. The company’s product pipeline includes products ranging from 7.2KW for domestic consumption all the way to 1MW for large-scale industrial applications.

With its next fundraising round of USD 25 Million targeted with strategic investors and with Clean Energy focused funds from the U.S. and Europe, HYLENR aims to build on this momentum and expand its R&D, engineering, and international partnerships. The company is seeking mission-aligned investors who recognize LENR as a foundational pillar of the post-carbon energy era.

The inspiration for LENR technology comes from HYLENR’s Chief Innovation Officer, Padma Shri Dr. Prahlada, renowned as the Missile Man of India for his work on the Akash missile, and Dr. Varaprasad, the company’s Chief Scientific Officer.

About HYLENR Technologies

Founded in 2024 and based in Hyderabad, HYLENR Technologies is at the forefront of next-generation energy innovation. The company’s proprietary LENR-based hybrid heat systems aim to revolutionize thermal energy generation across industries such as manufacturing, oil & gas, district heating, and clean water desalination. Their breakthroughs in LENR are now protected by two patents — one for the product architecture, and another for the underlying process innovation. https://www.hylenr.com 

About Valour Capital 

Valour Capital is a venture capital firm backing breakthrough startups with the potential to create global impact. With a portfolio spanning cleantech, AI, biotech, and infrastructure, Valour is committed to investing in technologies that reimagine industries and reshape the future.

Photo: https://mma.prnewswire.com/media/2745106/Team_Hylenr.jpg
Logo: https://mma.prnewswire.com/media/2650615/5447486/Hylenr_Logo.jpg

SOURCE HYLENR

FORT WORTH, Texas, Aug. 5, 2025 — AZZ Inc. (NYSE: AZZ), the leading independent provider of hot-dip galvanizing and coil coating solutions in North America, today announced the successful repricing of AZZ’s currently existing $434.9 Term Loan B due May 13, 2029. The repricing reduces the interest rate margin on Term Loan B by 75 basis points to SOFR + 175 basis points resulting in annual interest savings of approximately $3.3 million per year.

Jason Crawford, Chief Financial Officer commented, “We are pleased to announce the successful completion of our Term Loan B refinancing once again. We achieved a 75-basis point reduction on our loan borrowing rate with no change to our leverage, covenants, or maturity date. This is the fourth such reprice AZZ has completed, resulting in interest rate margin savings of 250 basis points in total, following the issuance of the Term Loan B in May 2022. Since acquiring Precoat Metals in May 2022, we have reduced both the principal and interest rate on our Term Loan B as we continue to take a disciplined approach to lowering our overall net debt to EBITDA leverage ratio, which stood at 1.7x as of May 2025.”

About AZZ Inc.

AZZ Inc. is the leading independent provider of hot-dip galvanizing and coil coating solutions to a broad range of end-markets. Collectively, our business segments provide sustainable, unmatched metal coating solutions that enhance the longevity and appearance of buildings, products and infrastructure that are essential to everyday life.

Safe Harbor Statement

Certain statements herein about our expectations of future events or results constitute forward-looking statements for purposes of the safe harbor provisions of The Private Securities Litigation Reform Act of 1995. You can identify forward-looking statements by terminology such as “may,” “could,” “should,” “expects,” “plans,” “will,” “might,” “would,” “projects,” “currently,” “intends,” “outlook,” “forecasts,” “targets,” “anticipates,” “believes,” “estimates,” “predicts,” “potential,” “continue,” or the negative of these terms or other comparable terminology. Such forward-looking statements are based on currently available competitive, financial, and economic data and management’s views and assumptions regarding future events. Such forward-looking statements are inherently uncertain, and investors must recognize that actual results may differ from those expressed or implied in the forward-looking statements. Forward-looking statements speak only as of the date they are made and are subject to risks that could cause them to differ materially from actual results. Certain factors could affect the outcome of the matters described herein. This press release may contain forward-looking statements that involve risks and uncertainties including, but not limited to, changes in customer demand for our manufactured solutions, including demand by the construction markets, the industrial markets, and the metal coatings markets. We could also experience additional increases in labor costs, components and raw materials including zinc and natural gas, which are used in our hot-dip galvanizing process; supply-chain vendor delays; customer requested delays of our manufactured solutions; delays in additional acquisition opportunities; an increase in our debt leverage and/or interest rates on our debt, of which a significant portion is tied to variable interest rates; availability of experienced management and employees to implement AZZ’s growth strategy; a downturn in market conditions in any industry relating to the manufactured solutions that we provide; economic volatility, including a prolonged economic downturn or macroeconomic conditions such as inflation or changes in the political stability in the United States or Canada; tariffs; acts of war or terrorism inside the United States or abroad; and other changes in economic and financial conditions. AZZ has provided additional information regarding risks associated with the business, including in Part I, Item 1A. Risk Factors, in AZZ’s Annual Report on Form 10-K for the fiscal year ended February 28, 2025, and other filings with the SEC, available for viewing on AZZ’s website at www.azz.com and on the SEC’s website at www.sec.gov. You are urged to consider these factors carefully when evaluating the forward-looking statements herein and are cautioned not to place undue reliance on such forward-looking statements, which are qualified in their entirety by this cautionary statement. These statements are based on information as of the date hereof and AZZ assumes no obligation to update any forward-looking statements, whether as a result of new information, future events, or otherwise.

Investor Relations and Company Contact:
David Nark, Chief Marketing, Communications, and Investor Relations Officer
AZZ Inc.
(817) 810-0095
www.azz.com

Investor Contact:
Sandy Martin / Phillip Kupper
Three Part Advisors
(214) 616-2207
www.threepa.com

SOURCE AZZ, Inc.

BROOKVILLE, Pa., Aug. 5, 2025 — OCI, LLC (“OCI”), a portfolio company of Grand Valley Holdings and Gemspring Capital and a manufacturer of custom-built foundation drilling components for the infrastructure and construction markets, announced today that it has merged with GMS Piling Products, LLC (“GMS”), a trusted manufacturer of micropiles based in Wilkes-Barre, Pennsylvania. Terms of the transaction were not disclosed.

Founded in 2009, GMS is a full-service provider of steel micropile fabrication, manufacturing, and value-added supply solutions. The company serves a broad range of customers across the United States and is well-regarded for its commitment to quality, reliable delivery, and outstanding customer service.

This strategic partnership represents a key milestone for both organizations, creating an integrated platform with four U.S.-based manufacturing facilities, and enhanced coast-to-coast capabilities. GMS’s deep expertise in micropiles, threaded bar, and related accessories complements OCI’s core competencies, broadening its product portfolio and expanding its national footprint.

“Merging with GMS strengthens OCI’s position as a premier turnkey foundation and drilling partner,” said Tim Lautermilch, CEO of OCI. “This combination enables clients to source micropile systems, precision-machined components, and drilling consumables from a single trusted partner, supported by rapid order fulfillment and expert technical support.”

Gene Swindell, founder of GMS, added, “Joining forces with OCI is a natural evolution for GMS. We are excited to combine our capabilities and further invest in the exceptional quality and service that have long defined our business to best serve our customers.”

About OCI
OCI is a market leader in supplying a wide range of equipment to geotechnical service companies and drilling contractors including micropile casing, drill string, hammers and bits, augers, core barrels, swivels, and other customized products. Founded in 1998, the company is headquartered in Brookville, Pennsylvania. For more information, visit www.ocidivision.com

About GMS Piling
GMS is a full-service supplier of steel deep-foundation products – including micropile casing, pipe piling, drill rods, hammers and bits, and custom fabrications – to geotechnical and deep-foundation contractors nationwide. Founded in 2009 and headquartered in Wilkes-Barre, Pennsylvania, the company operates a 225,000-square-foot manufacturing facility on a 30-acre campus. For more information, visit www.gmspiling.com

About Grand Valley Holdings
Grand Valley Holdings is a Cincinnati-based acquiror of privately-held, family-owned businesses in the Midwestern United States. The Partners of Grand Valley Holdings, Lachlan McLean and Andrew Brennan, bring over 35 years of experience acquiring, developing, and operating private businesses. For more information, visit www.gvhllc.com

About Gemspring Capital
Gemspring Capital, a Westport, Connecticut-based private equity firm with $3.8 billion of capital under management, provides flexible capital solutions to middle market companies. Gemspring partners with talented management teams and takes a partnership approach to helping drive revenue growth, value creation and sustainable competitive advantages. Target companies have up to $2 billion in revenue and are in the aerospace & defense, business services, consumer services, financial and insurance services, healthcare services, industrial services, software and tech-enabled services, or specialty manufacturing sectors. For more information, visit www.gemspring.com

SOURCE Grand Valley Holdings, LLC

Expanded Partnership Fuels Loan Growth and Innovation in Consumer Financial Services

CHESTERBROOK, Pa., Aug. 5, 2025 — JG Wentworth, a leading provider of consumer financial services, today announced an expanded forward flow agreement with funds managed by One William Street Capital Management, L.P., a premier New York-based alternative investment manager.

The expanded agreement underscores JG Wentworth’s dedication to delivering responsible, high-quality financial solutions to consumers nationwide. The additional funding will support growing demand for the company’s loan offerings, which provide consumers with immediate debt relief, improved financial wellness, and credit building opportunities.

“Our collaboration with One William Street empowers our clients to secure their financial future and build their credit profiles,” said Jason Tepperman, JG Wentworth’s President and Head of Lending. “With this expanded partnership, we are committed to delivering even greater access to affordable financing, helping more consumers take control of their financial lives.”

Frank Prezioso, Deputy CIO at One William Street Capital Management, remarked, “We were pleased to have the opportunity to expand our relationship with JG Wentworth through this upsized facility, and we look forward to continue providing capital solutions to the company as it expands its offerings to consumers.”

In addition to consumer lending, JG Wentworth offers comprehensive financial solutions, including debt resolution, structured settlements, life settlements, annuity payment purchasing, and an innovative online marketplace that connects consumers with best-in-class financial products.

About JG Wentworth

JG Wentworth is a leading consumer financial services company dedicated to providing personalized financial solutions that help Americans achieve their financial goals. Powered by a team of over 800 employees, JG Wentworth specializes in consumer lending, debt resolution, structured settlement and annuity purchasing, life settlements, and marketplace services designed to connect consumers with high-quality financial products. For more information, please visit www.jgwentworth.com.

About One William Street Capital Management

One William Street Capital Management (“OWS”) is a premier alternative investment manager offering clients investment solutions across public and private asset-based, structured, and opportunistic credit. Founded in 2008, OWS and its affiliates manage approximately $8.0 billion in assets.

OWS’ Private Asset-Based Finance strategy provides capital and risk solutions to specialty finance companies, fintechs and other asset owners and originators via unitranche and mezzanine facilities, forward flow agreements, portfolio acquisitions, and other bespoke asset acquisition and financing structures. On behalf of its investors, the firm invests across a range of asset classes and geographies, with a focus on North America and Europe.

For more information, please visit https://onewilliamstreet.com/.

Contact Information:
JG Wentworth
6102166777
[email protected]

SOURCE JG Wentworth

Funding round supports ketteQ’s mission to deliver adaptive planning, AI-powered insights, and measurable results in months, not years.

ATLANTA, Aug. 5, 2025 — ketteQ, the provider of the world’s most adaptive supply chain planning solutions, today announced it has raised $20 million in Series B funding led by Vocap Partners. The new capital will accelerate the company’s global expansion, fuel continued innovation in agentic AI and Agentforce and strengthen delivery capacity to meet growing global demand from manufacturers, distributors, and service organizations seeking faster, more innovative planning solutions.

“The world’s supply chains are being redefined, and ketteQ was purpose-built for this exact moment,” said Mike Landry, CEO of ketteQ. “We’ve shown what works: AI that acts, planning that adapts, and value delivered in months, not years. Our investors see it too, and this round allows us to stay focused, move faster, and scale what’s working.”

Unlike legacy supply chain planning providers attempting to retrofit outdated architectures with AI layers, ketteQ was built from the ground up in the cloud with deep integration to Salesforce, designed specifically for complex, ever-changing supply chain environments. At the core of its platform is PolymatiQ™, an agentic AI solver engine that enables adaptive planning across demand, inventory, production, material and service.

ketteQ’s cloud-native architecture and intelligent automation help organizations move beyond reactive decision-making to proactively orchestrate their supply chains, supporting revenue growth, customer satisfaction, and operational resilience.

ketteQ is trusted by some of the world’s most respected brands, including Coca-Cola, Carrier, Johnson Controls, NCR Voyix, and Alliance Consumer Group, all of whom rely on the platform to move beyond reactive firefighting and toward proactive, AI-powered decision-making.

The company’s momentum is reflected in strong business metrics, including:

• 170% average annual CARR growth
• 134% net revenue retention
• 100% implementation success rate
• Deployments completed in months, not years

Scaling What Works
With this new funding, ketteQ will accelerate investment across five core areas:

1. Global Implementation Capacity – Expanding delivery teams and partner enablement to support faster go-lives
2. Customer Success – Deepening support and expert services for adoption, retention, and value realization
3. AI & Autonomy Innovation – Advancing PolymatiQ™ to enable next-gen planning capabilities
4. Partner Ecosystem Growth – Certifying and supporting global consulting partners
5. Agentforce Solutions – Embedding intelligent workflows and Salesforce agents into the ketteQ solution clouds

“Every supply chain in the world is under pressure to modernize, and adaptive, AI-enabled planning is now mission critical, not optional,” said Mike Becker, Managing Partner at Vocap Partners. “In a market urgently searching for modern solutions, ketteQ isn’t catching up—they’re leading. That’s why we’re proud to continue backing the team in this next phase of global growth.”

Learn More
To explore ketteQ’s Series B funding, strategy, and future vision, visit the Series B landing page at www.ketteq.com/seriesb.

About ketteQ
ketteQ is the world’s most adaptive supply chain planning solution, purpose-built for complex, ever-changing business environments. Powered by PolymatiQ™, an agentic AI solver engine, ketteQ enables organizations to move from reactive to proactive planning across demand, inventory, production, and service. The platform is deeply integrated with Salesforce but operates flexibly across any enterprise environment. ketteQ delivers real-time insights, rapid user adoption, and enterprise-wide scalability. To learn more, visit www.ketteQ.com. 

About Vocap Partners
Vocap Partners is an early growth equity firm investing in B2B software and healthcare IT companies with strong product-market fit and clear paths to scale. The firm combines capital with deep operating experience to support execution across go-to-market, product strategy, and organizational development. With offices in Atlanta, New York, and Vero Beach, Vocap has a strong track record of helping entrepreneurs build and realize value. Learn more at www.vocap.vc.

SOURCE ketteQ Holdings Inc.

Round led by TTV Capital will expand company’s AI capabilities and fund acquisition of CPA practices

MARIN, Calif., Aug. 5, 2025 — OLarry, an AI-powered tax firm for the next generation of high-net-worth individuals and businesses, today announced that it has raised a $10 million Series A round led by TTV Capital and joined by Walkabout Ventures and Marin Sonoma Impact Ventures, bringing the company’s total funding to $14.5 million. OLarry bridges the gap between DIY tax preparation and ultra-high-net-worth, hourly tax advisory, empowering thousands of clients to gain access to personalized tax strategies for an all-inclusive annual fee. With AI at its core, OLarry automates client onboarding, document preparation, and data extraction, enabling CPAs to focus on what they do best: provide proactive advice to clients with complex financial situations.

“Proactive tax planning has historically been reserved for the ultra-high-net-worth – those who can afford the most elite tax firms in the country. We built OLarry for the next generation of high-net-worth individuals and businesses, who need personalized tax advice but are underserved by TurboTax or their current tax advisor,” said Eric Rachmel, Co-founder and CEO of OLarry. “OLarry uses AI to streamline workflows, freeing up CPAs to focus on what they do best: provide holistic tax advice year-round, not just during tax season. In doing so, we enable our clients to make smarter investment and life decisions because they can understand how it will impact their taxes.”

The combination of increased demand for personalized tax advice, coupled with a 17% decrease in accountants entering the job market and increasingly sophisticated AI, means that tax preparation services are ripe for disruption. Since OLarry’s inception in 2024, the company has deployed a roll-up strategy to rapidly scale its business – acquiring Branton, de Jong & Associates in San Jose and Byrne, Seligman & Co., Inc. in San Mateo – while training its proprietary AI models to automate document requests, classify and extract data, and enable rapid research, bringing automation to the historically manual tax process.

“We invested in OLarry because of the significant market opportunity: 75% of CPAs at the partner level are expected to retire within the next 10-15 years, and dramatic improvements in AI can streamline tax preparation and filing in a way that wasn’t possible a few years ago,” said Lizzie Hartley, Partner at TTV Capital. “OLarry is building an AI-powered tax advisory business at exactly the right time, in the right way – by improving inefficiencies, eliminating manual work, and taking a proactive approach to tax advisory services. We are proud to support Eric, Becky, Corey, and the entire OLarry team as they continue to onboard new clients and scale the business.”

OLarry will use its new infusion of capital to continue building out the company’s proprietary tax data classification and extraction model, enabling more efficient ingestion and structuring of complex financial data. Funds will also advance the development of predictive scenario planning tools to help clients optimize tax outcomes in real-time, as well as create an agentic, AI-powered client experience to support seamless communication, education, and advisor interactions. OLarry is pursuing strategic CPA firm acquisitions and recruiting nationally recognized, top-tier CPAs to further strengthen its advisory practice. To learn more about careers at OLarry, visit https://olarry.com/careers.

About OLarry
OLarry is a modern, AI-powered tax advisory firm for high-net-worth individuals, businesses, trusts, and estates with complex financial situations. Serving more than 2,000 clients and 700+ businesses across the United States, OLarry uses AI to automate client onboarding and document preparation, enabling CPAs to focus on tax strategy and advice. With a flat-fee membership, OLarry clients have year-round access to customized tax planning supported by modern technology. To learn more, visit https://olarry.com/.

SOURCE OLarry

RICHMOND, Va.  , Aug. 5, 2025 — Wealthcare Capital Management (Wealthcare), a technology-enabled RIA that supports independent financial advisors, has continued to increase its accelerated growth trajectory in the first half of 2025 and secured a new financial partner to help them reach the next stage of their growth strategy. Wealthcare’s new partner, Sammons Financial Group, and the firm’s sustained momentum validate its commitment to empowering advisors with flexible solutions to drive growth and deliver unparalleled client service.

Key Highlights of Wealthcare’s Remarkable 2025 Achievements:

1. Closed on new partnership with Sammons Financial Group: Sammons acquired Wealthcare from its former partner, NewSprings Holdings, in July.
2. Continued Growth Across Affiliation Channels: So far in 2025, seven new advisors have joined Wealthcare, expanding the firm’s national presence to 191 advisors in 29 states.
3. Achieved $9 Billion in Regulatory Assets Under Management (AUM): As of June 30, 2025, Wealthcare surpassed $9 billion in AUM for the first time in its history.
4. Exceeded $870M in Advisor-Driven Models: Wealthcare’s innovative solution, ‘advisor-driven models,’ has surpassed $870 million in assets under management. This solution empowers advisors who use their own investment models while outsourcing trading and rebalancing, reflecting Wealthcare’s flexibility and commitment to meeting diverse advisor needs.

“Our growth to-date in 2025 has been tremendous,” said President and CEO Matt Regan. “We expect to see continued, if not accelerated, momentum through the end of the year and beyond thanks, in part, to our new relationship with Sammons Financial Group. Our advisors and staff are critical to our firm’s overall success. We wouldn’t be where we are today without them, and we remain fully committed to offering flexible solutions and support to help them thrive.”

Wealthcare offers Flexible Affiliation Models, allowing financial advisors to partner with the firm on the terms that will enable them to meet their clients’ needs best, including hybrid and fee-only 1099, W2, and acquisition options. Wealthcare’s flexible approach allows advisors to maintain as much or as little independence as they want, while benefitting from everything Wealthcare has to offer.

Wealthcare remains focused on delivering exceptional value and support to its advisors, including unparalleled flexibility and industry-leading back- and middle-office support. The firm looks forward to building on its successes, exploring new opportunities in the financial advisory landscape, and welcoming additional advisors to the Wealthcare community.

About Wealthcare
Wealthcare is the architect of the original goals-based planning and investing methodology 26 years ago and holds 12 patents on its established goals management process. Powered by its patented Comfort Zone^®, ‘Wealthcare’s approach features innovative, personalized experiences and step-by-step tools that create deeper relationships between advisors and investors. Wealthcare empowers firms and advisors to go independent and grow their advisory businesses by providing GDX360^® – ‘Wealthcare’s proven fiduciary process that seamlessly integrates planning, investing, and trading – and a full-suite of practice-management services.  Wealthcare is comprised of three RIAs, Wealthcare Advisory Partners LLC, Wealthcare Capital Management LLC, and Wealthcare Capital Partners LLC. Learn more at www.wealthcaregdx.com.

About Sammons Financial Group
The companies of Sammons Financial Group® help families and businesses by empowering futures and changing lives. Sammons Financial Group is employee owned with member companies that are among the most enduring and stable in the financial services industry. Sammons Financial Group is Midwest-based, with offices in Iowa, Illinois, Minnesota, North Dakota, Ohio, and South Dakota.

SOURCE Wealthcare

$600M Startup Leader Dan Daly Goes Viral with Powerful Message on Customer Experience, Visionary Investing, and Mindset

LOS ANGELES, Aug. 5, 2025 — Automotive executive turned lifestyle investor Dan Daly is capturing national attention after his compelling street interview on The School of Hard Knocks went viral—amassing over 177,000 likes and 25,000 shares in just hours. The momentum continued with a 90-minute subscriber Q&A that drew more than 300 paying members eager to hear Dan’s unfiltered insights on leadership, loyalty, and customer experience.

Dan’s story is rooted in resilience—from humble beginnings to a successful 20-year career in automotive retail. In 2019, he became the first hire and Vice President of a newly formed dealership group, scaling it to $600 million in annual revenue within five years through one core belief: The customer is the CEO.

Today, he runs Aim High, a consulting firm that helps business owners reclaim lost revenue and boost profits—not through cost-cutting, but by making customer experience the engine of growth.

He also leads Global Investment Partnership, a venture redefining real estate investing. His firm is developing a tokenized co-ownership fund for boutique vacation homes across Europe—offering Golden Visa access, Bitcoin payment options, and immersive ownership experiences. The fund is tailored for globally mobile investors seeking not just returns, but connection, authenticity, and long-term value. It’s about experiential, lifestyle-based investments that create deeper ties to the places they own.

“My mission is simple,” says Daly. “To help businesses and investors create lasting impact and profits by prioritizing the customer experience—and outperform the competition because of it.”

For media inquiries, podcast bookings, or investment opportunities, contact: [email protected]

About Dan Daly
Dan Daly is the founder of Aim High and Global Investment Partnership. A 20-year automotive industry veteran, he helped build a startup dealership group to $600M in annual revenue in under five years. Today, he consults businesses on customer-first profitability and leads a hospitality real estate venture blending tokenization, luxury travel, and global residency benefits.     

Websites: www.aimhighnow.com | www.globalipllc.com

SOURCE Global Investment Partnership