Wealthreader provides an API for the acquisition of financial data, facilitating connection and integration with banking systems.

Wealthreader

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Google Cloud

Pound Sterling

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GitBook

Probely

Investment Partner

David Garicano

Business Developer

Gerardo Abío

Interim CFO

Ignacio Muñoz

David Lozano

CTO and co-founder

Asset Management Startups

FinTech Companies With Fewer Than 10 Employees (Top 10K)

European Union (EU) Companies With Fewer Than 1000 Employees (Top 10K)

Europe, Middle East, and Africa (EMEA) FinTech Companies

Regulatory APIs based on PSD2 provide access to certain financial information, such as account balances and transactions, and there are already numerous companies in Europe offering this service.

However, there are other sources of wealth information that are not accessible through these APIs.

This is where the new Wealth Reader API comes in, extending the information offered by the regulatory APIs by providing real-time access to additional sources of wealth for any entity in the world. With this additional information, financial institutions can have a more complete and accurate view of their clients' assets, and their clients can benefit in the same way.

In addition, the Wealth Reader API is the new standard in the market for accessing these sources of wealth information. Our team has extensive experience working in regulated environments and has developed this product in-house from Spain, allowing us to offer a high quality service.

Pre Seed Round - Wealth Reader

Computer and Software Products and Electrical and Scientific Products

Madrid

Spain

Europe

Wealth Reader

Wealth Reader's Strategic Participation in a 9-Month Swiss Acceleration Program. It is a move that aligns with our mission to deliver financial data aggregation at an international level.

Wealth Reader, entro otras participadas por Angels, van al Investor Day a captar 30M€ de inversión

Wealth Reader obtiene autorización de Banco de España para ofrecer servicios de información de cuentas

Wealth Reader obtiene autorización del Banco de España para ofrecer información de cuentas bancarias

Entrevista a David Lozano, CEO de Wealth Reader

Inveert y Wealth Reader se unen para agilizar los traspasos de planes de pensiones y fondos de inversión

David Lozano, CEO of Wealth Reader, wins the WealthBriefing Wealth For Good Award: CEO Pursuing Leadership in Wealth Management (Europe)

David Lozano, CEO de Wealth Reader, gana el Premio WealthBriefing Wealth For Good: CEO Pursuing Leadership in Wealth Management (Europe)

Cobas AM implementará la tecnología de Wealth Reader para traspasar los fondos de sus inversores

Arranca el Foro Ibérico InsurTech 2024 en su Rumbo a PlaNET24

Provides standardized, real-time access to financial data from any entity, including detailed information on banking products, investment portfolios, and insurance policies.

Offers real-time data aggregation for wealth management, enabling detailed and consolidated views of multiple assets for better decision making.

Provides financial data aggregation services for companies of all sizes, facilitating better financial management and reporting.

Integrates with banking systems to automate processes and improve customer experience, while offering detailed data aggregation for family offices.

Enables detailed reporting on equity holdings, providing comprehensive insights into investment portfolios.

Facilitates the transfer of investment portfolios and pension plans, streamlining the process and ensuring accuracy.

United Kingdom

Austria

France

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news impact assignment basic	general
public peers	general	Oct 18, 2024 8:24 AM	9289644b
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signals	general	Oct 18, 2024 8:24 AM	dc5f6daa
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Wealthreader