Embedded Finance: Investing as a Service Provider Velexa Garners Recognition

Embedded finance platform Velexa has garnered recognition from CBS News – not typically known for its activity in the Fintech sector.

Velexa is a newer platform that enables clients to embed investing services within weeks.

CBS has recognized Velexa as an Innovation & Disruption Leader.

Tamara Kostova CEO of Velexa said the recognition “reflects our unwavering commitment to democratise investing and cultivate a culture of trust within the financial industry.” She added that their platform is designed to provide equal access to financial opportunities.

Velexa is targeting establishment financial platforms that are stymied by their legacy tech stack in adapting to new financial services that are expected by customers today.

Velexa aims to deliver tech solutions for embedded and standalone investing capabilities for banks, brokerages and anyone else who wants to get into the Wealthtech space, like TelCos and retailers.



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Disclosure Quest

Reg A - Form 1-A Filings Beta

Beta. Initial Form 1-A only. Target raise is the stated Amount to be Raised, totaled. Compared with the same dates one year earlier.

YTD: Jan 1, 2026 - Oct 24, 2026 vs Jan 1, 2025 - Oct 24, 2025

Share this graph
Number of Filings131Prior 126 +4.0%
Target Raise, Total$3.40BPrior $3.54B -3.9%
This YTDYear priorChange
Filings 131 126 +4.0%
Target raise $3.40B $3.54B -3.9%

Sponsored by the Crowded Media Group the leading digital news service covering the global Fintech Industry, including digital assets, crowdfunding, tokenization, and other innovations in capital markets. email us @CrowdfundInside

Source: DisclosureQuest. Initial Form 1-A only.

Created by Crowded Media Group

This display counts initial Form 1-A filings only. It does not represent subsequent filings, including Form 1-A/A amendments or Form 1-A POS post-qualification updates filed by the issuer. Amounts are the stated Amount to be Raised on the initial filing, not capital raised and not amounts revised in later filings.

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