Veli is a licensed fintech platform that enables financial advisors to manage and invest their clients' crypto portfolios through a single interface, utilizing secure offline wallets for asset storage. The platform simplifies crypto investment by offering pre-made strategies and automated portfolio management, eliminating the need for advisors to individually select and manage assets for each client.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors face challenges in efficiently managing and investing client assets in the fragmented cryptocurrency market. They often need to navigate multiple platforms, manually select assets, and construct individual portfolios, leading to inefficiencies and increased operational overhead. Furthermore, regulatory compliance and secure storage of digital assets add complexity.
Solution
Veli provides a licensed digital asset platform that enables financial advisors to manage and invest their clients' crypto portfolios through a unified interface. The platform offers tools to onboard clients, view all client portfolios in one place, and invest in pre-made crypto strategies. Veli simplifies crypto investing by providing access to a range of investment strategies and tokenized assets, while ensuring secure asset storage through offline wallets integrated with Fireblocks. The platform also automates key processes and integrates transactions into existing systems, reducing operational costs and improving portfolio visibility.
Target Audience
The primary target audience includes financial advisors and wealth management firms seeking a comprehensive platform to manage and invest in digital assets on behalf of their clients.
Features
- Client onboarding tools for seamless integration into the platform
- Consolidated dashboard for viewing and managing all client portfolios
- Pre-built crypto investment strategies developed and backtested by quantitative finance experts
- Access to a diverse range of tokenized assets
- Integration with Fireblocks for secure offline storage of digital assets
- Automated downside protection to mitigate potential losses
- Client mobile application for self-onboarding
- Knowledge base with coin guides and how-to articles
- Support for buying, selling, and swapping over 100 cryptocurrencies
- Supports biometric-based identity verification, data encryption, MPC technology, and segregated wallets