Flextract
Client Data Intelligence for Financial Advisors
- Business Model
- B2B
- Website
- flextract.com
About
Flextract is an AI-powered client data intelligence platform for financial advisors that replaces manual document chasing and data entry. It provides Smart Checklists and a branded client portal to gather tax returns, statements, and policies, then uses AI to extract and structure the data into interactive reports and push it into any planning or CRM system via a Chrome Extension. The company is SOC2 Type II compliant and its advisor customers report saving roughly 17 hours per week on data entry.
Summary
Flextract is an Artificial Intelligence company based in United States.
Tech & App Stack
3 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Similar Companies
Du Xiaoman is a Chinese fintech company offering online credit, mobile wallet, payment, and wealt...
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artifi...
Anthropic develops reliable, interpretable, and steerable AI systems, translating frontier safety...
xAI builds AI systems, including Grok, with frontier reasoning, voice, and generative media capab...
Appears in
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/flextract"><img src="https://indexed.vc/api/badge/company/flextract" alt="Flextract on Indexed.vc" width="260" height="76" /></a>