Etops Group AG vs Flanks

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Etops

Category
Advisors

Etops offers an AI-powered wealth management platform designed specifically for family offices to consolidate all asset classes and simplify complex wealth structures, deliver actionable insights, and automate compliance, enabling family offices to increase operational efficiency and return their focus to their clients.

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Flanks company logo, open banking and data aggregation platform for family offices and wealth managers

Flanks

Category
Advisors

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.

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Company
Employees

  • 100-500

Founded

  • 2010

Locations

  • Cham, Switzerland
  • Sonneberg, Germany
  • Bratislava, Slovakia
  • Görlitz, Germany
  • Freiburg, Germany
  • Munich, Germany
  • Stadtbredimus, Luxembourg
  • Tbilisi, Georgia

Top 5 Markets

  • Switzerland,
  • Germany,
  • Austria,
  • Luxembourg,
  • United Kingdom,
  • France,
  • Belgium,
  • Netherlands

Total AUM

  • We do not manage AuM, but we have >USD 400bn on our platform

Ownership

  • Key staff also have ownership,
  • Owned by a larger corporation,
  • Owned by management


100-500


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2019


-


  • Barcelona
  • Madrid
  • Paris


  • France
  • Spain
  • United Kingdom
  • Sweden
  • Brazil


39B


-


Owned by management

Client
Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers,
  • Banks,
  • Pensions,
  • Endowments,
  • Foundations,
  • Funds of funds,
  • Software and technology providers,
  • Other


Banks


  • Banks
  • Brokerages
  • Custodians
  • Exchange platforms
  • Fund managers
  • Individual wealth owners
  • Investment & Financial Advisors (RIAs/IFAs)
  • Multi-family offices
  • Pension Plan Providers
  • Single family offices
  • Software and technology providers


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Product
Main Tasks

  • Data Aggregation,
  • Advisors,
  • Asset Managers,
  • Compliance,
  • Data,
  • Consolidated Reporting,
  • Portfolio Management,
  • Technology Provider,
  • Risk Management,
  • Private Bank,
  • Portfolio & Cost Analysis,
  • Trading,
  • CRM

Top features

  • Custom Reports,
  • Full Multi-Currency Support,
  • Transparency,
  • Proven Agility,
  • Custom Development Service,
  • Other Services,
  • Digital Excellence

Assets supported

  • Art & Collectables,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Real Estate,
  • Private Equity,
  • Alternatives,
  • Commodities,
  • Developed Markets,
  • Developing Markets,
  • Direct Private Equity,
  • Foreign Exchange,
  • Equities,
  • Gold & Precious Metals,
  • Hedge Funds,
  • Private Equity Funds,
  • Cryptocurrency,
  • Digital Assets & Crypto Currency,
  • Insurance,
  • Lifestyle Assets & Rare Collectables,
  • Fixed Income,
  • Private Debt,
  • Private Equity & Direct Investments,
  • Real Estate,
  • Residential,
  • Venture Capital

Whitelabel

  • Yes


  • Advisors
  • Artificial Intelligence
  • Compliance
  • Data
  • Data Aggregation
  • Portfolio Management
  • Reporting
  • Security & Risk


  • Ability to Whitelabel
  • AI Powered
  • Consolidated View
  • Custom Reports
  • Data Ingestion
  • Full Multi-Currency Support


  • Alternatives
  • Art & Collectibles
  • Bankable or Financial Assets & Fund
  • Cash & Equivalents
  • Commodities
  • Cryptocurrency
  • Developing Markets Fixed Income
  • Digital Assets & Crypto Currency
  • Lifestyle Assets & Rare Collectibles
  • Equities
  • Direct Private Equity
  • Real Estate
  • Hedge Funds
  • Gold & Precious Metals
  • Private Debt
  • Insurance
  • Private Equity
  • Fixed Income
  • Private Equity & Direct Investments
  • REITS
  • Venture Capital
  • Residential
  • Private Equity Funds
  • Real Estate


-


Yes

Technology
Type Of Software

  • CRM systems (via API, including contact reports and relationship mapping)
  • Trading and rebalancing through our OMS with FIX connectivity
  • Market data integration LSEG, SIX and Mountain view
  • Product extensions via hyperapp approach (e.g. MIS Dashboards, PEP checks, behavioural profiling)
  • SAAS
  • Serviced software

Mobile App

  • No


SAAS


-


We are prepared to integrate with our client systems


No


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