April 5, 2023

Velexa recognised in the prestigious WealthTech100 list for the second consecutive year

The Fifth annual WealthTech100 list identifies the technology companies that are transforming the wealth/asset management and banking industries.

The Fifth annual WealthTech100 list identifies the technology companies that are transforming the wealth/asset management and banking industries, ranking the world’s most innovative technology solution providers that support investment firms, private banks, and financial advisors with their digital transformation efforts.

Velexa’s B2B investing technology platform found its place among this year’s finalists after being evaluated by a panel of analysts and experts, voting upon a list of over 1,200 businesses. While FinTech Global admits the selection process is difficult every year, with the context of the market, deciding the 100 finalists for this edition proved even tougher.

FinTech Global director Richard Sachar said, “At a time when not even the giants like Silicon Valley Bank and Credit Suisse are safe, it is vital banks and investment firms have the best technology behind them. On top of this, customers are demanding better and more streamlined engagements, and are more than happy to switch to a provider that offers this. This WealthTech100 list will equip senior-level leaders in financial institutions with detailed information on some of the most innovative companies in WealthTech.”

“This consecutive Wealthtech 100 win is an encouragement to continue to do innovative work within the wealth space. For Velexa, democratising investing is not just a slogan, but a directional commitment in everything from our product development to our client choices” comments Tamara Kostova, CEO.

With the increased customer demand for integrated experiences, 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, giving them a seamless and intuitive user experience. 

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 to ensure their digital transformation efforts come to fruition.

A full list of the WealthTech100 rating and 2022 report are available at www.WealthTech100.com

Learn more about Velexa and its investment-as-a-service technology at  ww.velexa.com

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 emerged from its roots as a team of passionate technologists and fintech advocates from the finance industry who came together to launch a future oriented, ambitious WealthTech company focusing on democratising the wealth management industry. The company’s core business is offering embedded investing and Wealthtech solutions to institutional clients across the Globe. The company has been ranked among the world’s leading Top 100 WealthTech companies of 2022 and 2023 by Fintech Global. Velexa’s head office is in London, England and local presence in Central & Eastern Europe, UAE, Southeast Asia.

For more information contact Liene Laksa, CMO of Velexa liene.laksa@velexa.com.