Flanks now partners with Perplexity to power AI-driven wealth management with regulated data. Read announcement.

Black cross icon on a transparent background.

Redefining the wealth management industry

Flanks’ journey

Connecting wealth data
to advisory at scale

Flanks is a wealthtech company building the data infrastructure behind wealth advisory at scale. We give financial institutions one AI-ready, trusted source for all their clients' wealth data, aggregated from a growing global network of custodians and normalised, reconciled and enriched across every asset class, including alternatives.



Banks, family offices, wealth managers, asset managers, pension providers and fintechs use Flanks to eliminate manual data work, get a 360° view of wealth, and deliver personalised advice to more clients. As an AISP regulated by the Bank of Spain, Flanks provides secure, compliant infrastructure, with all wealth data stored and processed within the EU.



Founded in Barcelona in 2019 by Joaquim de la Cruz, Sergi Lao and Álvaro Morales (former Global Head of Santander Private Banking), Flanks now processes more than 8.2 million portfolios every month across 33+ countries, aggregating over €43 billion in assets. Our team of 100+ people works across Barcelona, Madrid, Paris and London.

Built to move wealth forward

From our first steps to today, every milestone has moved us closer to transforming wealth management.

2026

Powering AI in wealth management with trusted, AI-ready data

2025

Closed an equity round to accelerate product growth, and DACH and UK expansion

2024

Launched our modular solution to improve analysis and automate workflows for family offices

2023

Secured Series A and started developing our new product

2022

Signed our first international customers in French speaking markets

2021

Expanded our product in the Spanish market

2020

Developed the product's first early adopters

2019

Flanks was born

Where our team has worked

Ranking & Awards