Tag: velexa

The transformation in the wealth management landscape is undeniable. To achieve consistent double-digit growth in this maturing industry, the focus must shift towards retail investors. These investors are a vast reservoir of opportunity, yet they present a set of challenges that many in the wealth management realm may find unfamiliar.

In a recent post by WealthTech firm Velexa, the company outlined why wealth managers need to focus more on retail investors.

While it might only feel like a couple of weeks have passed since we toasted in 2023, we’re already at the midway point of...

Velexa has achieved ISO/IEC 27001:2013 certification, demonstrating commitment to wealth management and stringent industry standards.

Velexa, a leading player in the WealthTech sector, has recently been distinguished by CBS as an Innovation & Disruption Leader.

When talking about millennials, it is easy to think they are still quite young; however, some of those in the generation are already in their 40s. This is the perfect age for wealth managers to be onboarding them as clients, but have some firms missed the boat?

In a recent post by Velexa, the company highlighted the differences between complexity and function relating to AI in WealthTech. 

Headquartered in London, the mission of WealthTech firm Velexa is as simple as it is ambitious – financial health and access for all.

Generative AI has taken the world by storm in just a matter of months. As companies look to assess whether the technology could transform their operations, will wealth management become a natural home for it?

The fourth annual WealthTech100 list has been revealed by FinTech Global, highlighting the most innovative companies in an exploding sector.