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Wealth Reader

Wealth Reader

Private

Last Round

Seed

May 20, 2025

Total Funding Raised

$1.66M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Wealth Reader operates in FinTech and is based in Madrid. Its latest recorded funding round was a Seed round in May 2025.

Wealth Reader is a financial software company that has developed an API providing real-time access to any type of financial asset held by any entity.

Sector

FinTech

Verticals

Financial Data, Wealth Management, API Management, RegTech, Digital Banking

Business Model

B2B

Customer Profile

Subscription SaaS, Data as a Service, Usage-Based SaaS

AI Layer

Non-AI

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Wealth Reader Comparables

Compare Wealth Reader with similar companies based on industry and business-model similarity.

Wealth Reader comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Flanks
83%
wealthAPI GmbH
82%
Belvo
78%
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Wealth Reader Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedMay 20, 2025
Pre SeedMar 21, 2023
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Key People

Founding team and executive leadership

David Lozano Lucas

Founder and CEO

Founding Team

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Wealth Reader Investors

Notable investors and investment history

Wealth Reader investors
InvestorRounds
Angels CapitalSeed, Pre Seed
ItnigSeed, Pre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 25, 2026

    Monthly visitors increased 404% MoM, reaching 8.3K.

  • Feb 17, 2026

    Grew 17% QoQ from 23 to 27 employees.

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Wealth Reader Filings

Explore SEC and related filing metadata, where available.

Wealth Reader filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Wealth Reader's valuation, stock price, and market status.

Is Wealth Reader a public or private company?

Wealth Reader is a private company.

What is the current stock price of Wealth Reader?

Wealth Reader is a private company, so its shares have no public market price. Caplight tracks Wealth Reader's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Wealth Reader worth (valuation)?

Valuation information for Wealth Reader is not publicly available.

Can I buy Wealth Reader stock?

Wealth Reader shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Wealth Reader's last funding round?

Wealth Reader's most recent funding round was Seed on May 20, 2025.

Who are the main investors in Wealth Reader?

Key investors in Wealth Reader include Angels Capital.

Will Wealth Reader IPO soon?

No public IPO plans have been announced for Wealth Reader.

How can I track Wealth Reader secondary market activity?

Caplight tracks bids, offers, and trades in Wealth Reader's shares on secondary markets.

Firmographic Details

HeadquartersMadrid
Employee Range13
Year FoundedN/A
Last FundingMay 20, 2025

Institutional Data Access

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