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Flanks

Flanks

The AI wealth data platform for complex portfolios

Spain
Technology Providers

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.

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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Family Office Software & Technology Report 2025

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Spain

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