About Flanker

At Flanker, we are redefining wealth management with AI and data-driven insights. With over 50 years of combined experience in wealth management, technology, trading, compliance, and fintech, our team is uniquely positioned to help advisors scale and deliver outstanding results for their clients.

AI-Powered Book of Business Due Diligence
Our Promise

Driving Efficiency & Compliance

By combining the power of cutting-edge technology and a deep understanding of investment needs, our platform is trusted by advisors who want to save time, achieve precision, and exceed client expectations.

Our Story

Our founders have worked with top technology companies, wealth management firms, global banks, and asset managers in Canada and the US. Through these experiences, they saw the potential of applying AI and market data to wealth management. This led to Flanker—a platform that automates, organizes, and streamlines the investment process while empowering advisors with AI-driven insights and strategies.

Our Vision

We believe innovation drives progress. At Flanker, we aim to push the boundaries of wealth management. Starting with due diligence and Know Your Product (KYP), we are creating AI-powered tools to simplify and enhance how advisors approach investments.
Welcome to Flanker — where innovation meets wealth management
What We Do
Flanker is more than a product—it’s a commitment to transforming wealth management through technology and AI. Flanker’s platform empowers retail advisors by:

Gathering, organizing and analyzing market data

Delivering actionable AI insights, ideas and strategies

Streamlining the investment process to ensure regulatory compliance and drive a scalable business

Core Values & Guiding Principals

Each day, we roll up our sleeves to ensure that our services meet our clients' evolving needs and drive meaningful, long-term results.

Innovation

We foster continuous improvement by adopting emerging technologies, refining our processes, and challenging established norms to drive meaningful change.

Listening to Clients

We prioritize understanding each client’s goals, gathering feedback through open dialogue, and aligning our strategies with their objectives at every step.

Creativity

We design customized strategies for complex wealth management challenges by blending imaginative thinking with focused problem-solving.