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.
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.
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.