Fintech consulting with AI
Navigate fintech complexity with confidence.
Velytra provides specialized fintech consulting services powered by AI assistance—helping traders, advisors, and financial professionals with brokerage integrations, tax strategy, and compliance.
Who we serve
Active traders and financial professionals navigating the intersection of technology and tax strategy.
- Traders seeking Trader Tax Status qualification and optimization.
- RIAs and advisors integrating brokerage APIs and trading platforms.
- Fintech firms building trading technology and analytics tools.
What you gain
- Expert guidance on Trader Tax Status and Mark-to-Market elections.
- Brokerage API integration strategy and implementation support.
- Trading platform architecture and technology consulting.
- AI-assisted analysis to accelerate complex decision-making.
What we deliver
Brokerage Integration
API strategy and support
Connect trading platforms with Schwab, Fidelity, and Tastytrade APIs.
Tax Strategy
TTS and MTM consulting
Trader Tax Status qualification, Mark-to-Market elections, and tax optimization for traders.