WealthAi and Flanks unite to fix wealth data woes
- 32 minutes ago
- 1 min read
jhaxell. (2026, July 7). WealthAi and Flanks unite to fix wealth data woes. FinTech Global. https://fintech.global/2026/07/07/wealthai-and-flanks-unite-to-fix-wealth-data-woes/
WealthAi, an AI operating system for wealth managers, has partnered with Flanks, a provider of AI-driven wealth data infrastructure, to address fragmented and costly industry data.
WealthAi platform users will gain direct access to institution-grade information sourced from more than 650 institutions worldwide through Flanks' automated data infrastructure.
The combined offering provides compliant portfolio data with full 360-degree visibility across every asset class and institution within a single platform.
The partnership targets family offices, external asset managers, and private banks that rely on ageing data providers to connect with custodians, investment managers, and third parties.
Firms currently face disjointed information and heavy manual work reconciling data across formats such as PDFs, bank statements, and spreadsheets while lacking a complete client view.
The integrated system allows firms to replace multiple legacy vendors with one AI-powered platform that streamlines front, middle, and back office operations while reducing costs.
WealthAi CEO Jason Nabi and Flanks CEO Joaquim de la Cruz framed the arrangement as a single source of truth that turns clean, connected data into automated action across the industry.