Wealthreader
David Garicano is an experienced investment partner at Wealth Reader, where the company provides an API for enhanced access to regulatory and wealth information since December 2022. Previously, from June 2008 to September 2023, David served as Sales Director for American Express Merchant Services in Spain, overseeing sales strategy development and partnership management with key banking institutions. David held various leadership roles within American Express, including Head of Sales and Head of Small Medium Enterprises for Commercial Card, where responsibilities included strategy definition, team leadership, and driving business growth. Earlier, David worked as Business Development Manager at IRI, focusing on customer acquisition and analysis of sell-out retail data. Educational qualifications include a Master's in strategy and business management from EDEM Escuela de Empresarios, an online course in managing and mentoring from Harvard Business School, and a degree in business management from ESIC Business & Marketing School.
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Wealthreader
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Wealthreader is a next-generation banking aggregation API that provides structured, real-time access to all financial assets — not just current accounts. Built entirely in-house by a team with over a decade of experience in Open Banking, Wealthreader goes beyond PSD2 and traditional APIs. It consolidates detailed data from investment portfolios, cards, loans, insurance policies, direct debits, and more, offering unmatched granularity and precision. Key features include: - Connections with 150+ banks across 14 countries. - Detailed coverage of all financial products: funds, stocks, bonds, pensions, credit/debit/prepaid cards, loans, and real estate. - Plug-and-play integration with ERP, wealth management, and scoring platforms. Wealthreader powers financial planning, reporting, and decision-making by turning complex banking data into actionable insights — enabling ERPs, financial institutions, and advisors to unlock the full potential of their clients' wealth.