Flanks

?? Flanks raises €14M in an equity round!?? We are truly excited about this milestone and its significance for Flanks and the wealth management industry as a whole. This round reinforces our mission to continue transforming wealth management through data-led insights and workflow automation, empowering thousands of advisors to deliver personalised services to a broader range of investors. Thanks to New York-based Motive Ventures who led the funding, joined by Battery Ventures, alongside the continued support of our initial investors Earlybird Venture Capital, JME Ventures, and 4Founders Capital A huge shoutout to Joaquim De la Cruz, Alvaro Morales, Sergi Lao, and the entire Flanks team for their passion and commitment to driving disruption. And a special thank you to our clients and to our investors partners Tim Wanders, Ramin Niroumand Shiran Shalev, Tim Rehder, Nina Mayer, Marek Fodor and Samuel Gil, CFA, who recognised our potential from the early stages and continue to support us on this journey. This is where the transformation towards automated wealth management for next-gen advisory starts. ! ?? ?? Full Axios article in comments—read more about our equity round. #WealthManagement #Fintech #InvestmentRound #Venturecapital #Funding #WealthTech

??? Flanks Returns to Hubfinance.com This time, we’ll be in Luxembourg to speak about NextGen Family Entrepreneurs ?? After an insightful experience last January, we’re back in Luxembourg, ready to dive into the future of Family Offices & Asset Management. Our CEO, Joaquim De la Cruz, will take the stage in Panel III: NextGen Family Entrepreneurs – Innovation, Legacy, and Disruptive Models, alongside key industry leaders from Bitwise Asset Management, Swiss Life Global Solutions, FRENCH BLOOM, and GSNB Conseil - Single Family Office. The session will explore how the next generation of family entrepreneurs is reshaping business models, striking the perfect balance between innovation and tradition, and tackling key challenges in governance and digital transformation. ???? Event details: find them in the image below. Are you attending? Let’s connect in Luxembourg and transform the future of wealth management together! #FlanksOnTheSpot #WealthTech #Innovation #FamilyOffices #NextGen #FutureOfFinance #Luxembourg #HubFinance

In case you missed it ?— Flanks secured a new equity round! A major milestone for Flanks! ?????? Our latest funding round has been featured in multiple media outlets. ?? Simply search for "Flanks" in your preferred search engine to discover all the details about this exciting achievement! #WealthManagement #Fintech #InvestmentRound #Venturecapital #Funding #WealthTech

?? What did our CEO say about our new equity round? Check out Joaquim De la Cruz’s latest post, where he shares some more info on our newest investors and our recent Axios feature! ?? Don’t miss it! ??

??? Now Live: Interview with Hubfinance on top wealth management challenges Last month, our Chief Revenue Officer,?Benjamin Parotte, spoke with?Hubfinance.com?about traditional wealth management's challenges in integrating with diverse financial institutions worldwide. In this conversation, Ben dives into why data quality and granularity are essential for empowering wealth managers and helping them deliver more efficient, reliable, and accurate advisory services. Curious about the future of data-driven wealth management? ?? Check out the full interview here: https://lnkd.in/eVDMbheH Thanks to the Hubfinance.com team for making it happen! ? #WealthManagement #Fintech #DataAggregation #Innovation #FinancialService

??Flanks selected as a top 14 wealthtech startup to watch by Sifted Sifted?data shows that WealthTech startups raised more in November 2024 than in any month since March 2023. This is a clear sign that VC funding is shifting its focus to the sector, reinforcing the need to transform traditional wealth management. It’s exciting to see the market validating the momentum behind a more agile, efficient, and insight-driven wealth management industry—one that enables more advisors to deliver personalised services to a broader range of investors. ?? Congratulations to all the startups featured. Great to see so much talent driving the industry forward! A big thank you to Northzone, Molten Ventures, Seedcamp, Creandum Ventures, Augmentum Fintech, and Dawn Capital for recognising our work. ?? Link to full article in comments! #FlanksOnTheSPot #WealthTech #FinTech #WealthManagement #Sifted #Startups

??What we can’t stop thinking about HubFinance – 5 key takeaways Last week, we were at Hubfinance.com, engaging in insightful discussions on the future of wealth management. If you missed it, here’s a recap ??: ???) ??????° ???????????? ???????? ???? ??????-????????????????????:: a full picture of client assets is essential to build TRUST and deliver BETTER, more EFFICIENT advice. ??) ?????????????????????? ?????? ???????????????? ?????? ????????: RIS, PSD3, and FIDA are making data transparency and aggregation a top priority for the industry. ??) ?????? ???????? ???????????????????? ???? ???????????? ???????????????? ?????????????? ????????: Gen X and Millennials will inherit $85T, demanding digital, automated, and hyper-personalised wealth management. ??) ???????????????????? ???????????? ???????? ???????? ????????????????????: zero manual tasks, fewer errors, and 30% time saved mean stronger client relationships and enhanced client experiences. ??) ???????? ?????????????? ?????????????? ???? ???????? ???? ??????????????????????: it’s not just about consolidating data—it’s about ensuring accuracy, from aggregation to reconciliation. A huge thank you to our CRO, Benjamin Parotte, for bringing these conversations to the stage! #FlanksOntheSpot #WealthTech #OpenFinance #DataAggregation #Flanks #HubFinance

??Ready for the regulatory changes set to transform wealth management in 2025??? Staying ahead of these shifts is vital for wealth managers, family offices, and banks looking to thrive in an ever-evolving financial landscape. Here are four key financial regulations to watch this year: 1?? Retail Investment Strategy (RIS): empowering retail investors with greater data transparency. 2?? PSD3: revolutionising data access with standardised payment and investment frameworks. 3?? FIDA: expanding open finance to include investments, pensions, and insurance. 4?? ESG regulations: from Europe’s CSRD to the US SEC’s climate disclosures, sustainability takes centre stage. Check out our latest blog to learn more: https://lnkd.in/dPjt3rrE ?? Which of these regulations will have the most significant impact on you? Share your thoughts in the comments. #TheFlanksBlog #2025Regulations #ComplianceWealthManagement #PSD3 #RIS #FIDA #ESG

Proud moment for Flanks at #FMW2025! ?? Our Chief Revenue Officer, Benjamin Parotte, took the stage in Luxembourg to share how optimising wealth data through automation and system intelligence is unlocking #WealthManagement’s biggest challenges. A huge thank you to Hubfinance.com for hosting this leading event in the industry! ?? #FlanksOnTheSpot #WealthTech #Innovation #FutureOfFinance

??Flanks Kicks Off 2025 Events at HubFinance in Luxembourg! ?? 2025 starts with a bang as Flanks takes part on the stage at Hubfinance.com, the go-to event for leaders shaping the future of #WealthManagement. This gathering unites CIOs, CEOs, Heads of Innovation, and enthusiasts in digital solutions, AI, and cryptocurrencies to exchange ideas and drive the next wave of innovation in finance. Our Chief Revenue Officer, Benjamin Parotte, will provide insights on how #data can unlock wealth management challenges in the new context of technology and changing regulations. ???? Event Details: check the image below for date and time! Will you be there?? Let’s meet in Luxembourg! #FlanksOnTheSpot #WealthTech #Innovation #FutureOfFinance #Luxembourg