All articles by Refna Tharayil

Refna Tharayil

ORLEN Group to expand network with over 200 new fast charging points

The network of 200 fast chargers will be developed under a contract between ORLEN Deutschland and May & Co

EP Wealth Advisors expands presence in Colorado with acquisition of Denver-based Holben Group

Founded in 2006, The Holben Group has provided financial planning and investment management services to individuals, families, and a growing number of first responders in the Denver area

Dorchester Wealth Management to join Cardinal Point, Focus Partners Canada

The firm has built a reputation for delivering sound advice and quality investment counsel to high-net-worth clients

Sigma360 announces GenAI innovations to transform financial crime compliance

A powerful GenAI co-pilot that automates match decisioning and risk evaluations, prioritizes high-risk alerts, and assists in decision-making with intelligent context and precision

First Community Credit Union selects Fiserv’s DNA platform for core processing

The DNA platform was chosen for its modern, member-centric architecture, which enables enhanced operational efficiency, seamless integration, and advanced commercial banking features

Taktile secures $54m in Series B funding to expand AI-powered risk decisioning

The investment was led by Balderton Capital, with participation from existing investors, including Index Ventures, Tiger Global, Y Combinator, Prosus Ventures, Visionaries Club, and former US Treasury Secretary Larry Summers

Geotab announces sustainability center and EV charge monitoring for improved fleet efficiency and energy cost control

The Geotab Sustainability Center includes a streamlined dashboard to help companies maximize fuel savings, reduce carbon emissions and simplify compliance

Protective Life wraps up sale of Concourse Financial units to Cetera and Simplicity

Following these transactions, Protective Life will retain Concourse Distributors, which will continue providing distribution support to select third parties under Protective’s ownership

Betterment acquires automated investing business of Ellevest

Ellevest expects to continue providing financial planning and wealth management services to high-net-worth and ultra-high-net-worth individuals, families, and institutions with investable assets of $500,000 or more

Blackstone announces $5.6bn final close for Blackstone Energy Transition Partners IV at Hard Cap

BETP has been recognized as Private Equity International’s Energy Private Equity Firm of the Year for an unprecedented three years in a row (2021-2023) and was awarded IJ Investor’s Market Innovation of the Year award for North America in 2024