Wealth data infrastructure for fintechs and platforms
Whatever you're building, a wealth app, a CRM, a PMS or an AI tool, it runs on the data underneath. Flanks feeds you the invisible data layer behind your product: aggregated wealth data that's normalised, reconciled and ready to ensure your client can leverage the power of Flanks.
The data challenges facing fintechs and platforms
Feeding your platforms with reliable data is crucial when creating trust with your clients. This can be challenging:
Connections need to be maintained
Institutions change access and request re-authentication, and every break reaches your users.
Cross border wealth
Your users have complex, multi jurisdictional needs. Coverage has to follow them into every new market.
Every institution uses a different data format
Mapping codes, positions and pricing conventions pulls engineers away from strategic product focus.
Your brand has to come first
End users should see your product, not your data provider.
AI features need a clean data foundation
Fragmented, unreconciled data produces answers your users can't trust, which creates operational and compliance challenges.
OUR SOLUTIONS
How Flanks powers fintechs and platforms
Flanks is the wealth data layer inside your product, from the first connection to the final data delivery:
Every connection, monitored in real time
Connect to a growing network of 700+ institutions worldwide, track every connection in real time, and get missing integrations built in any country.
Clean data, ready for your product
Every position and transaction is normalised, reconciled and enriched with market data, ready to power your product from day one.
Delivered your way, under your brand
Pull data into your product via API, connect Claude or Perplexity via MCP, or offer the Flanks Platform under your brand. One data layer behind it all.
Portfolio analysis on demand
The AI Financial Analyst turns portfolio data into consistent analysis in seconds, from exposure and concentration to group-level aggregation.
A trusted data foundation for AI
Normalised, reconciled and priced data, so AI starts from a trusted base. Access it via API or MCP, with data stored in the EU and never shared with public AI.
Security and compliance for fintechs and platforms
Your customers trust you with their financial data, so your data provider has to meet the same bar. Flanks is EU-registered as an AISP under PSD2, holds a SOC 2 Type II report, and has its security independently audited by EY. It operates in line with GDPR and DORA, and its solution supports MiFID II compliance. It adheres to data exchange standards such as FDX and penelop. All data is hosted in the EU, encrypted in transit and at rest, and protected by strict access controls.
Ready to build on wealth data you don't have to maintain?
Talk to us about connecting Flanks to your product or partnering with Flanks.
USE CASES
Where fintechs and platforms use Flanks
From multi-custody data aggregation to AI-driven insights, see how fintechs and platforms use Flanks to solve real challenges and unlock greater control, transparency and efficiency.
Multi-Custody Data Aggregation
Coverage across 700+ institutions that grows with your markets.
Data Quality and Reconciliation
Every figure your users see is one you can stand behind.
Private Markets & Alternatives
Private equity, real estate or art, all in the same view as liquid assets.
AI-Ready Wealth Data
Clean, reconciled data to power the AI features you build.
Real client stories, proven use cases
See real examples from our clients.
.png)
.png)
.png)
.png)
Clients
How Flanks compares to other providers
Flanks connects, standardises and enriches wealth data end to end, so your advisory and AI run on data you can trust:
Wealth data aggregation methods
Flanks
Flanks is methodology-agnostic: it aggregates data from 700+ custodians via API, data feeds, eBanking, PDF ingestion or manual upload, plus custom integrations for unsupported sources.
Others
Often rely on a single method, such as data feeds, scraping or open banking APIs, leaving gaps wherever an institution doesn't supply data in that format.
asset coverage
Flanks
Flanks gives a 360° view of everything a client holds: financial assets from equities to private markets, pensions and digital assets, liabilities such as Lombard loans and mortgages, and non-financial assets like real estate, art and collectibles, and vehicles.
Others
Often limited to financial assets, with restricted geographic coverage. Liabilities and non-financial assets are only partly supported, if at all.
Wealth data quality
Flanks
Every input standardised under the Flanks data model, reconciled across custodians and enriched with market data from SIX and Morningstar. Ready for reporting and portfolio analytics, analysis and AI.
Others
Quality varies by provider. Your team often has to validate and reconcile data manually, which takes time and adds risk of error.
Modular wealth data layers
Flanks
Choose the data layer you need (Data Aggregation, Normalisation, or Enrichment) and add more features and tools as required. Delivered via API, MCP or the Flanks Platform.
Others
Often sold as bundled solutions, with little flexibility to choose only what you need.
AI-ready wealth data
Flanks
Clean, reconciled data, securely connected via MCP to any AI tool you already use, or put to work in the AI Financial Analyst or Flanks AI Podcast.
Others
Fragmented, inconsistent data can lead AI tools to give inconsistent answers, and connecting client data to them without proper controls may create security and compliance risks.
Regulation, security and compliance
Flanks
Registered with the Bank of Spain as an AISP (reg. no. 6920). PSD2, MiFID II and GDPR compliant, holder of a SOC 2 Type II report and audited by EY, with all wealth data stored in the EU.
Others
Providers outside the AISP regime are not subject to the same licensing, audit and compliance requirements.
TESTIMONIALS
What fintechs and platforms say about Flanks
Expats’ financial data is scattered across countries. Flanks helps us bring it together, and Aequify turns it into clear, adviser-ready tax insights.
Collaborating with Flanks strengthens Myne Tech’s ability to provide clients with a live view of their portfolios and accounts. Their aggregation infrastructure removes complexity from wealth data, allowing us to focus on innovation and delivering an exceptional digital experience to our users.
By partnering with Flanks we're giving our clients immediate access to more than 650 custodian connections through a single AI platform. Instead of stitching together expensive legacy providers, firms can access the data, workflows and AI capabilities they need in one place.
In wealth management, data quality directly determines the quality of advice. This partnership with Flanks strengthens our data infrastructure and expands our ability to cover increasingly diversified wealth.
Partnering with Flanks allows us to scale efficiently across our key markets, while giving our customers access to extensive aggregation options.
.png)
Frequently asked questions
What does Flanks cost and how does the pricing model work?
Flanks offers modular plans (Aggregate, Aggregate + Flanks Platform, Snapshot, Valuation, Performance and Global Asset Analysis) and a tailored Enterprise plan for high-volume operations. Talk to the team for a quote.
How can I integrate Flanks into my existing tech stack or PMS?
Through API. Flanks acts as the data layer under your portfolio management system, CRM and reporting tools, so you integrate without replacing existing systems.
How does Flanks ensure data quality, security and regulatory compliance?
Data is standardised, validated and reconciled automatically, and every figure stays traceable to its source. Flanks is EU-registered as an AISP under PSD2, holds a SOC 2 Type 2 report, is audited by EY and operates in line with GDPR and DORA.
How does Flanks aggregate wealth data across custodians, countries and asset types?
Flanks connects to 700+ custodians in 33+ countries, a network that keeps growing, via API, eBanking, data feeds, PDF reports or manual upload. If one is missing, Flanks builds it. Positions, balances and transactions land in one standardised model across asset types.
Can I start with data aggregation only?
Yes. Flanks works the data in levels (Aggregation, Normalisation, Enrichment), so you can start with aggregation and add more later. Use the data via API, MCP or the Flanks Platform and its features, such as Portfolio Analytics Tool and the Reconciliation Tool. See our plans.
Can I use Flanks data in AI tools like Claude or Perplexity?
Yes. The Flanks MCP connects your clean, reconciled wealth data to the AI tools you already use, including Claude and Perplexity, with secure access and no exports or custom integrations. You can also use the AI Financial Analyst, built into the Flanks Platform.
What problem does Flanks solve?
Flanks solves wealth data fragmentation. Client assets sit across many banks and custodians in different formats, so teams clean and reconcile data by hand. Flanks automates it into one consistent, trusted source.
What is Flanks and what is wealth data infrastructure?
Flanks is a wealth data infrastructure company. It connects, standardises and delivers financial data from banks, custodians and alternative assets, giving wealth institutions one source of truth to scale advisory and AI-driven wealth management.