April 3, 2024

Velexa Claims Third Consecutive Spot on Prestigious WealthTech 100 List

London– April 03th, 2024 

Velexa, a fast-growing wealthtech company, is proud to announce its inclusion in the 2024 WealthTech 100 list for the third year running. Compiled by FinTech Global, a renowned research firm, this prestigious ranking identifies the most innovative technology providers revolutionising wealth management operations for investment firms, private banks, and financial advisors.

The highly anticipated sixth edition of the WealthTech 100 recognises Velexa’s commitment to driving positive change within the wealth management industry. A panel of industry experts and analysts rigorously evaluated over 1,300 companies before selecting this year’s finalists. Velexa’s consistent recognition reflects its dedication to addressing critical challenges and opportunities within the wealth management landscape.

“This is our third year to be recognised and we continue to strive year after year. Wealthtech is a constantly innovating industry and we strive to be at the forefront of those user- and technology-driven changes. This honour reflects the team’s growth mindset and our ability to adapt to the needs of the market” said Tamara Kostova, CEO of Velexa.

The proliferation of digital services has transformed the way individuals want to manage their finances. Coupled with a tech-savvy younger generation, financial institutions have needed to change how they operate, moving towards quick and streamlined experiences that put customers at the front. 

FinTech Global director Richard Sachar said, “As the great wealth transfer takes place, wealth management firms are seeking ways to update their operations to meet the demands of future customers. While older generations preferred a human-touch, younger generations place quick, simple, and digital processes at the top of their requirements. The WealthTech100 list provides senior decision-makers with a guide on the best vendors in the market and practical examples of how the latest AI advancements are transforming the investment industry.”

The WealthTech 100 highlights leading companies across key areas like client acquisition, financial planning, portfolio management, and digital brokerage. As the digital revolution transforms financial management expectations, Velexa remains at the forefront of innovation, providing solutions that cater to the evolving needs of the next generation of investors.

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 is a WealthTech company focusing on democratising the wealth management industry. Velexa’s B2B2X investing technology platform empowers its customers to capitalise on the demand for modern and ubiquitous investing solutions by new-generation investors. Listed among the world’s 100 most innovative WealthTech companies by Fintech Global in 2022,2023 and 2024, Velexa delivers a full front-to-back investing platform, ranging from brandable front-end solutions to market connectivity and trade execution through partnership with regulated brokers. Headquartered in London, UK, Velexa has a local presence in Southeast Asia, Europe, LatAm, and the Middle East.

For media inquiries, please contact:
Natalia Spagnol
Marketing Manager at Velexa
natalia.spagnol@velexa.com