Flanks vs Etops Group AG

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Flanks

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.

Etops

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.

Employees

100-500

Revenue

Founded

2019

Incorporated

Locations

Barcelona
Madrid
Paris

Top 5 Markets

France
Spain
United Kingdom
Sweden
Brazil

Total AUM

39B

Avg. AUM per client

Ownership

Owned by management

100-500

2010

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

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

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

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

Client

Focus

Banks

Secondary focus

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

Multi-family offices

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

Product

Main Tasks

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

Top features

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

Assets supported

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

Compliance

Whitelabel

Yes

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

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

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

Technology

Type of Software

SAAS

Ecosystem

Integrations

We are prepared to integrate with our client systems

Mobile App

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