David Lozano

Wealthreader is a next-generation banking aggregation API that provides structured, real-time access to all financial assets — not just current accounts. Built entirely in-house by a team with over a decade of experience in Open Banking, Wealthreader goes beyond PSD2 and traditional APIs. It consolidates detailed data from investment portfolios, cards, loans, insurance policies, direct debits, and more, offering unmatched granularity and precision. Key features include: - Connections with 150+ banks across 14 countries. - Detailed coverage of all financial products: funds, stocks, bonds, pensions, credit/debit/prepaid cards, loans, and real estate. - Plug-and-play integration with ERP, wealth management, and scoring platforms. Wealthreader powers financial planning, reporting, and decision-making by turning complex banking data into actionable insights — enabling ERPs, financial institutions, and advisors to unlock the full potential of their clients' wealth.