Founder & CEO
Profile summary: BEng in Technical Informatics at Universidad Pontificia de Salamanca
Wealth Reader
Wealthreader provides an API for financial data aggregation, connecting to over 250 global banks and asset managers. This service enables clients to access detailed information on bank accounts, investment portfolios, and debt for use cases like wealth reporting and fund transfers. The platform ensures data security compliance while offering direct access to financial data streams for fintech and banking applications.
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Updated 7 months ago
Funding
Raised to date
$535KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
across 1 round
ACI
$535K · Seed
Announced Mar 2023
Disclosed cumulative: $535K
RoundDateAmountValuationInvestors
Founders
Product
Problem
Integrating financial data from multiple banks and asset managers is complex, requiring significant effort to standardize and maintain accurate, real-time access. Existing solutions often lack comprehensive coverage and struggle to provide a unified view of a user's financial landscape.
Solution
Wealth Reader offers an API that aggregates financial data from over 150 banks and asset managers globally, providing a standardized and real-time data feed. The API simplifies the integration of diverse financial accounts and transactions, delivering accurate and comprehensive insights. By abstracting the complexities of financial data management, Wealth Reader enables businesses to focus on core operations while ensuring adherence to stringent security standards.
Target Audience
Wealth Reader's primary customers are businesses in the financial services industry that require aggregated financial data, including fintech companies, wealth management platforms, and accounting software providers.
Features
- API access to over 150 banks and asset managers worldwide
- Real-time data aggregation for accounts and transactions
- Standardized data format for seamless integration
- Support for various financial data types, including current accounts, credit cards, investment portfolios, and debt
- Bank of Spain authorization and ISO-27001 certification for data security
- In-house product development with local support and guaranteed response times
- Capability to connect new entities within days