𝗙𝗹𝗲𝘅 𝗥𝗮𝗶𝘀𝗲𝘀 $𝟲𝟬𝗠 𝘁𝗼 𝗔𝗱𝘃𝗮𝗻𝗰𝗲 𝗔𝗜-𝗡𝗮𝘁𝗶𝘃𝗲 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝘄𝗻𝗲𝗿𝘀

Flex has raised $60 million in Series B financing led by Portage, bringing its total equity funding to $105 million as it accelerates its mission to build an AI-native private bank for mid-market business owners. The company positions itself as a unified financial platform that supports owners across personal and business needs, addressing the long-standing gap between small-business tools and enterprise-level financial infrastructure. Flex reported rapid growth over the past year, including a fourfold revenue increase, expanded private credit offerings, and the launch of new AI-driven capabilities.

Central to Flex’s strategy is an intelligent agent architecture designed to replicate the functions of a complete finance team. These agents power underwriting, payment workflows, treasury optimization, and multi-entity financial management, creating a single operating system for owners who would otherwise rely on fragmented solutions.

Flex’s expansion aligns with emerging Family Office as-a-Service trends, where technology brings traditionally high-touch financial management to a wider market. By combining banking-as-a-service infrastructure with AI-native orchestration, Flex aims to deliver the type of holistic visibility, cash-flow coordination, and personal–business integration that owner-operators typically access only through bespoke family office setups.

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