Financial institutions and fintech applications struggle to collect, standardize, and maintain real‑time data from numerous banks, asset managers, and investment platforms. Existing integrations often cover only a limited set of accounts and lack the depth needed for comprehensive wealth analysis.

Wealth Reader provides a single API that aggregates financial data from a wide range of banks and asset managers, delivering it in a standardized, real‑time feed. The service is authorized by the Bank of Spain to offer Account Information Service (AIS), ensuring regulatory compliance. It extends beyond traditional banking data to include portfolios of funds, shares, and real‑estate assets, giving clients a complete view of wealth. By handling connectivity, data normalization, and security, the API lets businesses focus on building their own products rather than managing complex data pipelines.

Bank of Spain‑authorized AIS allowing one‑click access to account information

Real‑time aggregation of banking, credit‑card, investment‑portfolio, and real‑estate data

Standardized data model that normalizes information from over 100 connectors covering major Spanish banks and other entities

API endpoints for ownership verification, ISIN/DGS code retrieval, and portfolio composition

ISO‑27001‑aligned security and data‑privacy controls

Developer portal with documentation, sandbox environment, and support SLA

Flexible coverage for multiple industries (banking, family offices, fintech, accounting software)

Primary customers are fintech firms, wealth‑management platforms, family offices, banks, and accounting or reporting software providers that need reliable, comprehensive financial data to power lending, analytics, or client‑facing services.

Wealth Reader monetizes its API through usage‑based subscription plans, charging clients per request volume or per connected entity.

Since launch, Wealth Reader has connected with the main banks in Spain and released the first 100 connectors covering key financial entities. The company announced a product milestone in March 2023, confirming the API’s readiness for enterprise integration.