When was Wealth Reader founded?

Wealth Reader was founded in 2022 and raised its 1st funding round 1 year after it was founded.

Where is Wealth Reader located?

Wealth Reader is headquartered in Madrid, Spain.

Who is the current CEO of Wealth Reader?

David Lozano Lucas of Wealth Reader. They have also founded 1 company and are an angel investors in 1 startup.

How many employees does Wealth Reader have?

As of Aug 31, 2026, the latest employee count at Wealth Reader is 21.

Is Wealth Reader a funded company?

Wealth Reader is a funded company, having raised a total of $2.03M across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Mar 21, 2023.

When was the latest funding round of Wealth Reader?

Wealth Reader's latest funding was a $***** Seed round on May 20, 2025, with participation from 2 investors. Its primary sector is Investment Tech. In Spain, the Investment Tech sector has seen $27.9M in funding in 2026 to date.

Where does Wealth Reader rank among its competitors?

Wealth Reader ranks 9th amongst 25 active competitors, of which 7 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was Accord Fintech, which secured $846K in Jun, 2026.

Who are the top competitors of Wealth Reader?

Wealth Reader's top competitors include Dispatch, Bridge and WealthEngine. Among them, Accord Fintech secured the most recent funding round in June, 2026.

Wealth Reader - 2026 Company Profile, Team, Funding & Competitors

Wealth Reader is a seed company based in Madrid (Spain), founded in 2022 by David Lozano Lucas. It operates as a Platform offering APIs that provide real-time access to any type of financial asset held by any entity. Wealth Reader has raised $2.03M in funding from Angels Capital. The company has 25 active competitors, including 7 funded and 4 that have exited. Its top competitors include companies like Dispatch, Bridge and WealthEngine.

Company Details

Platform offering APIs that provide real-time access to any type of financial asset held by any entity. It is the one connector for data extraction from any entity which includes the main private banks and robo-advisors.

Website: www.wealthreader.com/es/
Social
Email ID: *****@wealthreader.com
Phone Number: +34 **********

Key Metrics

Founded Year

2022

Location

Madrid, Spain

Stage

Seed

Total Funding

$2.03M in 2 rounds

Latest Funding Round

Seed, May 20, 2025, $*****

Investors

Angels Capital & 4 more

Ranked

9^th among 25 active competitors

Employee Count

21 as on Aug 31, 2026

Similar Companies

Dispatch & 24 more

View Wealth Reader's full profile

Wealth Reader has raised a total funding of $2.03M over 2 rounds. Its first funding round was on Mar 21, 2023. Its latest funding round was a Seed round on May 20, 2025 for $*****. 2 investors participated in its latest round. Wealth Reader has 5 institutional investors.

Here is the list of recent funding rounds of Wealth Reader:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 20, 2025	8518370	Seed	5512935	1677702	1229885	5172054
Mar 21, 2023	7799433	Seed	3114465	1603771	Angels Capital	Itnig & 2 more

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View details of Wealth Reader's funding rounds and investors

The founders of Wealth Reader is David Lozano Lucas. David Lozano Lucas is the CEO of Wealth Reader.

Here are the details of Wealth Reader's key team members:

David Lozano Lucas: Founder & CEO of Wealth Reader. They are also an angel investor in 1 startup.
Contact Info: 1 email address

View details of Wealth Reader's Founder profiles and Board Members

Wealth Reader's employee count trend

Wealth Reader has 21 employees as of Aug 26. Here is Wealth Reader's employee count trend over the years:

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Top competitors of Wealth Reader include Dispatch, Bridge and WealthEngine. Here is the list of Top 10 competitors of Wealth Reader, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Dispatch 2010, Miami (United States), Series A	Developer of automated data orchestration software for wealth management systems	$30.3M	F-Prime Capital, Brewer Lane Ventures & 10 others	55/100
2nd	Bridge 2015, Chicago (United States), Acquired	Cloud-based API-infrastructure for financial data, advanced analytics, and investment management solutions	$4.62M	MissionOG, FINTOP & 2 others	54/100
3rd	WealthEngine 1991, Bethesda (United States), Acquired	Wealth intelligence solutions to non-profit and commercial organizations	$13.2M	Novak Biddle Venture Partners, QED Investors ... & 11 others	50/100
4th	FinTron 2018, Westport (United States), Acquired	Digital wealth management solution	$11.8M	Aquila Capital Partners, GP Ventures & 2 others	43/100
5th	Particeep 2013, Paris (France), Acquired	Open banking API solutions for banks and financial institutions	$3.76M	Truffle Capital, Sopra Steria & 5 others	43/100
6th	Accord Fintech 2007, Mumbai (India), Seed	Developer of financial software and provider of market data feeds	$846K	D.M. Narang	41/100
7th	Ntropy 2019, New York (United States), Series A	Provider of financial data standardization and enrichment API	$14.2M	Lakestar, QED Investors & 5 others	39/100
8th	CMOTS Internet Technologies 1997, Mumbai (India), Unfunded	Provider of financial market data APIs and software development services	-	-	37/100
9th	Wealth Reader 2022, Madrid (Spain), Seed	Platform offering APIs that provide real-time access to any type of financial asset held by any entity	$2.03M	TQ Ventures, Angels Capital & 3 others	35/100
10th	Realize 2021, New York City (United States), Deadpooled	Data aggregation platform enabling a singular view of finances	$2.4M	Global Founders Capital, Craft Ventures & 4 others	34/100