Wealth Reader
Curated by SignalAggregation APIs enabling wealth managers to consolidate financial data efficiently.
Overview
Wealth Reader is a company that offers aggregation APIs designed for wealth managers, allowing for the consolidation of financial data from multiple platforms and accounts. This service is aimed at family offices and investment banking clients, providing them with a comprehensive overview of client assets, liabilities, and transactions. Wealth Reader emphasizes real-time data synchronization and incorporates advanced security measures to support portfolio analysis and personalized advisory services. The platform connects with over 150 global banks and holds an ISO-27001 certification, indicating a focus on security and compliance for financial data management. The company's mission includes creating an inclusive open banking experience and addressing the challenges associated with bank aggregation in the wealth management industry.
Key facts
- Founded
- 2022
- Headquarters
- Madrid, Spain
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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- Phone
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Open roles
12 rolesAdministrativo/a Contable & Product Operations
Alcorcón, Community of Madrid, Spain · On-site · Volunteer
Administrativo contable
Spain · On-site · Volunteer
Administrativo contable
Cuenca, Castile-La Mancha, Spain · On-site · Volunteer
