Velexa offers a customizable, API-driven investment platform technology that enables financial institutions to launch integrated wealth management solutions. The platform provides global market access across diverse asset classes and currencies, streamlining operations and expanding service capabilities for banks, neobanks, and wealth managers.
Funding
$1.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial institutions face challenges in meeting the evolving demands of next-generation investors who seek modern, seamless wealth management solutions. Traditional platforms often lack the flexibility and global market access required to cater to diverse investment preferences across various asset classes and currencies.
Solution
Velexa provides a fully customizable, API-driven investment platform technology designed for financial institutions. This platform enables businesses to launch integrated wealth management solutions, offering global market access across a wide spectrum of asset classes and currencies. By supporting integration with diverse market data providers, trading venues, and liquidity sources, Velexa streamlines operational workflows and expands service capabilities for its clients. The platform facilitates the embedding of investment functionalities into existing digital channels, allowing institutions to enhance their offerings and capture new market segments.
Target Audience
Velexa targets traditional banks, neobanks, fintechs, brokers, private banks, and wealth managers seeking to enhance their digital offerings with integrated investment capabilities.
Features
- API-based investment platform technology for seamless integration into existing financial infrastructure.
- Global market access covering over 50 financial markets and 2 million financial instruments across traditional and digital asset classes.
- Modular architecture allowing for customization and integration with third-party market data providers, venues, and liquidity providers.
- White-label front-end solutions, including mobile apps and web portals, for a branded user experience.
- Middle-office and back-office solutions for trade processing, data management, CRM, and compliance.
- Post-trade execution and custody services facilitated through a network of brokerage partners.
- Support for fractional investing in stocks and bonds, enabling access for smaller investment amounts.
- Features for ESG investing, allowing clients to align investments with sustainability values.
- Undisclosed end-customer model to maintain client data privacy.
- HTTP and FIX API options for data access and real-time trading.
- ISO 27001 certified for information security management.