August 8, 2022

Velexa Secures a Place on the WealthTech100 for Technology Services and Institutional Innovation

Velexa is proud to join the global WealthTech100 list launched by research provider FinTech Global. The award panel recognised Velexa’s advanced investment technology and our passion for change and improvement in the field.

The WealthTech100 for Technology Services and Institutional Innovation

Velexa’s B2B investing technology platform empowers financial institutions and disruptive players to capitalise on the demand for modern investing solutions.

‘We enable financial institutions to open a new line of business in a matter of weeks. By integrating investment with organisations’ core activities, we provide their customers with instant access to the global markets and all asset classes from a centralised account’, comments Tamara Kostova, CEO.

The Velexa solution caters for a one-stop investment experience, where end clients do not need to switch between various apps and entities, and enterprises employ seamless multi-account management scaling up to millions of active users.

Brokerage and investment capabilities

Velexa delivers brokerage and investment capabilities in three different ways:

  • Ready-to-interact. API based brokerage that can be embedded at any business or end-customer journey
  • Ready-to-deploy. SaaS front-to-back brokerage and investing platform
  • Ready-to-consume. SaaS front-end investing platform supported by brokerage execution and back-office-as-a-service.

SaaS, API and BPaaS solutions

We lift the tech burden off our institutional clients, keeping their operating costs low thanks to the flexibility and scalability of our SaaS, API and BPaaS solutions. Their end customers enjoy the freedom to move their money between their bank accounts and external investments at any time.

Velexa offers turnkey and ad hoc solutions to retail and SME banks, neo-banks, brokers, private banks and disruptive players in finance. All Velexa products come with a brand-specific approach and customisation to ensure contextualised CX and full integration with the partner’s ecosystem.

At Velexa, we take pride in giving our partners an unprecedented degree of care and attention, including white-glove onboarding service and dedicated client success managers.

The prestigious WealthTech100 ranking encompasses innovative technology providers that address the digital transformation challenges faced by financial organisations. The expert panel had to select from over 1,200 businesses.

Among the other finalists, Velexa gained recognition for its innovative use of technology to solve a significant industry problem and deliver improvements across the investment value chain.

The full WealthTech100 rating and 2022 report are available at

Learn more about the Velexa and its investment-as-a-service technology at

About WealthTech100

The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. Wealth and asset managers, private bankers and financial advisors recognise these companies for their digital transformation strategies and new customer propositions.

About Velexa

Velexa helps financial institutions and disruptive players capitalise on the demand for modern and embedded investing experiences. Velexa’s solutions make it easy for any business to launch investing services and products that can be seamlessly integrated or embedded, in a matter of weeks, anywhere in the customer experience. They do this by bringing together cutting-edge platform technology, brandable and configurable digital investing channels, execution- and post-trading-as-a-service, as well as an open financial asset sourcing model.