Flanks
The AI wealth data platform for complex portfolios
Flanks offers a robust API for automated wealth services. Through the digitisation and aggregation of global wealth data across custodians, Flanks provides an unmatched 360° real-time view of investment portfolios.
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About Flanks
Flanks is a WealthTech company redefining the industry through data-led insights and automation. Its modular, all-in-one platform empowers financial institutions — including private banks, family offices, asset managers, pension plan providers, and technology firms — to deliver faster, high-quality, and hyper-personalised advisory services.
By automatically transforming complex and fragmented wealth data into actionable intelligence, Flanks enables a new standard of efficiency and precision across the wealth management ecosystem.
Founded in 2019 in Barcelona by Joaquim de la Cruz, Sergi Lao, and Álvaro Morales (former Global Head of Santander Private Banking), Flanks now processes over 500,000 portfolios every month across more than 15 countries, representing over €39 billion in assets under management.
Learn more at flanks.io.
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More Details
| Attribute | Details |
|---|---|
| Categories | Advisors, Artificial Intelligence, Compliance, Data, Data Aggregation, Portfolio Management, Reporting, Security & Risk |
At a Glance
Deployment
Cloud (SaaS)
Security
SOC 2, ISO 27001
Data Hosting
EU (Spain-based)
Custodian Feeds
190+ custodians/banks
Asset Classes
All asset classes
AI Capabilities
AI-powered document/data extraction
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