Velexa, a leading player in the WealthTech sector, has recently been distinguished by CBS as an Innovation & Disruption Leader.
This significant recognition applauds Velexa’s revolutionary efforts to democratise investing, thereby setting a new industry benchmark for institutions catering to the next generation of investors.
In the current complex financial ecosystem, an alarming 65% of banking consumers are unable to engage in investment activities. This exclusion prevails despite their increasing interest in the domain. These individuals are often hindered by a lack of investment knowledge and experience, as well as insufficient simple investment opportunities offered by their personal finance service providers, such as retail banks.
Velexa is confronting this issue head-on, providing a groundbreaking B2B2X technology platform. This platform equips incumbent banks and other market participants with the necessary tools to simplify and democratise the investment process.
Velexa’s CEO, Tamara Kostova, expressed delight at receiving the prestigious title from CBS. She said, “This recognition reflects our unwavering commitment to democratise investing and cultivate a culture of trust within the financial industry. We firmly believe that everyone should have equal access to financial opportunities, and our platform empowers individuals to take control of their financial futures.”
The forthcoming generation of banking consumers anticipates a comprehensive, modern digital personal finance experience, encompassing investing opportunities. However, numerous retail and private banks struggle to provide such integrated services due to the limitations of their legacy infrastructure.
By presenting a wide array of investment options, personalised advice, and educational resources, Velexa’s platform is shifting the way people perceive investing. Through its innovative solutions, Velexa is enabling financial institutions to empower individuals to accumulate wealth, gain financial independence, and secure a prosperous future.
Velexa provides a B2B2X investment technology platform that allows institutions of all kinds to leverage the rising demand for modern and omnipresent investing solutions from new-generation investors.
Striving to make investing accessible to everyone, Velexa offers both embedded and standalone investing capabilities to various institutions, from incumbent players such as retail and private banks, Neo-banks, and brokerages, to disruptive entities like TelCos.
The platform, delivered as SaaS, seamlessly integrates with existing client systems through APIs. The comprehensive offering includes investing software solutions, diverse front-ends, connections to venues and data sources, post-trade-as-a-service, and white-glove client support.
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