MATCHER Data-Driven Innovation 2024

2 Apr – 28 Nov 2024 | Italy

David Lozano Lucas

CEO and Founder

WEALTH READER S.L.

Madrid, Spain

2 profile visitsBIG.MATCH participant

I'm David Lozano, CEO of Wealth Reader, which provides access to financial data through an API. With 25+ years of experience and 12 of them in Open Banking.

My organisation

Wealth Reader is a Fintech company dedicated to the provision of asset and financial product aggregation services and account information service through a standardised API that obtains data in real time, enabling investment fund transfers and wealth reporting. Our service is aimed at banks and neobanks, ERPs, family offices and any company that needs complete financial information about its users.
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About me

I am David Lozano, Founder and CEO of Wealth Reader, a company that facilitates access to information contained in banks and other sources of wealth information to unimaginable limits through an API that improves upon any other option.

I have over 25 years of experience in the IT sector, initially in the database area where I hold Oracle OCP and OCA, and Microsoft MCSE and MCDBA certifications. I later founded and ran Afterbanks, a PSD2 payments and account aggregation company, which I sold to Indra in 2019, where I was directly involved in all areas, focusing on product development, compliance, sales and communications.

My mission is to simplify multi-entity asset management, delivering innovative and secure solutions.

My organisation

WEALTH READER S.L.

Social media

Skills

  • Entrepreneurship and Leadership
  • API Development
  • Fintech Expertise
  • Compliance Knowledge
  • Technical expertise
  • PSD2/PSD3 Expertise
  • Sales and Communications

Interests

  • Banks
  • family offices
  • Financial Institutions
  • Open Banking
  • Open Finance
  • PSD2
  • PSD3
  • API

Data-Driven Innovation areas of activity

Data collection and elaboration to support operators

Banking & Capital MarketsTechnology

Data analysis for strategic decisions

Banking & Capital MarketsTechnology

Data use for machine automation and performance

Banking & Capital MarketsTechnology

Networking

Who would you like to meet? Please note that this will be displayed to other participants as your introduction

I would like to meet with financial institutions or companies that are curious about gaining a complete overview of their financial assets, either for their own use or to improve their business.

Marketplace (1)

  • Product

    Bank Aggregation API

    Our API extracts data from financial institutions in real time, is standardised and has a team with +10 years of experience in Open Banking.

    • Buyer
    • Investors
    • Financial Services
    • Technical cooperation with companies
    • Technology, Media & Telecommunications
    • Partners for international, national or regional projects
    Author

    David Lozano Lucas

    CEO and Founder at WEALTH READER S.L.

    Madrid, Spain