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Case Study: Wealth Management Platform

Advanced wealth management and brokerage platform built with Velmie banking technology.

Location: USA
Velmie platform in the core

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Building a wealth management platform with Velmie

Drive innovations

Create an exceptional customer-centric omnichannel experience for your clints, that drives retention and engagement.

Automate workflows

Robust back office system for creating and automating workflows, administrating permissions, and generating customized reports.

Modular software platform to deliver innovative personalized solutions for wealth management companies. The API orchestration technology enables connections to leading custodians, while our omnichannel interfaces enhance users’ engagement and convenience.

Scale effortlessly

Extend your offering with new features and integrations due to composable platform architecture and API ecosystem.


The wealth management market is projected to reach 3.5 trillion USD by 2030 from 1.25 trillion in 2020. With 11% CAGR this is one of the most rapidly growing sectors driven by demand for alternative investments such as commodities, micro-investments, portfolio management, intellectual property, REITs, etc.


At the same time, the market is actively transitioning to digitalized operations and being transformed by emerging technology. The use of robo-advisors, AI, Big Data and Blockchain has become common among the players.

Explore the trends and opportunities

Get the latest insights on digital banking and wealth management industries. Velmie conducts yearly survey of top market players helping to identify the biggest trends and explore opportunities for growth.

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The Story

The project goal was to build a multi-tenant solution and migrate the existing customers and organizations to the new software. The key objective was to deliver a best-in-class omnichannel experience with cost-effective and compliant cloud infrastructure. Multi-asset trading, connectivity to core banking systems, and powerful security and compliance tools are among the key requirements for the software.

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The Solution

The Platform was delivered with a prebuilt back end, front end, and middleware technology customized and configured for a specific business case. The modularity and API ecosystem of the Velmie banking solution allowed reducing time-to-market to just a few months while building this type of product with an in-house dev team could take 2+ years. The microservices approach and other unique software architecture features provide the client with ongoing capabilities to extend the Platform offerings and markets by simply introducing new modules or partner APIs.


The Platform is entirely cloud-based and hosted on AWS servers, providing a highly scalable offering in the most flexible and secure cloud computing environment to date. As the AWS partner, we’re able to set up single and multi-tenant infrastructure that complies with different regulatory policies, and In this particular case there is a SOC2 Type 2 cloud environment, security policies and certification were obtained.

The Features

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  • Digital KYC/AML

  • Branded debit cards

  • Checking and Savings accounts

  • Bill Payments

  • Multi-asset trading

  • Fractional shares

  • Multiple user types

  • iOS, Android and Web Applications

  • and more...

"Velmie allowed us to significantly reduce time-to-market when starting a wealth management solution. A huge advantage is the availability of customizations and the API middleware that allows fast connectivity to partner banks."

Tosin Osunsanya,


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Over 50 wealth management companies are transforming their business with us. 

Contact us today to explore the opportunities.

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