Flanks

Flanks is a Barcelona-founded wealthtech company that sells a wealth data platform to banks, family offices, external asset managers, pension plan providers and technology companies that need a consolidated view of clients' holdings across institutions.

Its core module, Flanks Aggregate, collects data from banks, brokers, pension providers and alternative asset platforms through data feeds, PDF statements and online banking connections, then validates and standardises it into one model. Flanks Lume enriches the data with market information for portfolio analysis, and the platform delivers wealth reports, portfolio analytics, a financial simulator and an AI analyst, with output as file exports, reports or dashboards. Connectors push the data into Salesforce Financial Services Cloud and AI tools such as Claude and Perplexity.

Flanks was founded in 2019, raised a Series A in 2023 and a EUR 14M equity round in 2025, and says it processes more than 500,000 portfolios a month across over 15 countries.