Flanks partners with Perplexity to Power AI-Driven Financial Advisory

Flanks joins Perplexity's connector Ecosystem to power AI-Driven wealth management. Wealth advisors are being asked to hand over time-intensive work - meeting prep, portfolio monitoring, reporting - to AI agents. Whether that actually works depends on one thing: the data feeding those agents. As of today, Flanks' unified wealth data layer is available directly inside Perplexity, an AI platform built on the foundation of accurate AI, making that shift a little more real for the institutions using it.

The data problem AI can't solve on its own

Regulated, multi-institution portfolio data has long been one of the hardest layers to standardise, especially across Europe's fragmented banking landscape. Advisors typically hold client accounts across three to five banks, and legacy providers, spreadsheets and custodians rarely speak the same language. No AI model, however capable, can reason well over data that isn't complete, accurate and compliant to begin with.

About the Partnership: Data and AI

Flanks has partnered with Perplexity, whose curated connector ecosystem spans hundreds of  integrations, to bring regulated wealth data directly into Perplexity's AI workflows. Flanks is among the first European wealth data providers in that ecosystem, offering multi-bank aggregation across 700+ institutions - distinct from the retail brokerage-focused connectors already available on the platform.

The Flanks connector, now live in Perplexity's answer engine and its agent platform, Computer, lets users query portfolio holdings, investment positions and transaction history and take action on those insights directly inside Perplexity, without leaving the platform. Private banks and financial advisors can put that data to work inside features they already use — Client Reporting, Client Portfolio Monitoring, Client Meeting Prep and ETF Overlap - all through natural language, automatically ingesting data from more than 700 sources.

Why it matters

"Financial advisors are drowning in fragmented data - stitched together across custodians, spreadsheets and legacy providers, with no single source of truth," said Joaquim de la Cruz, CEO and co-founder at Flanks. "The real opportunity isn't another standalone tool solving one task in isolation, but connecting AI into a system that works across the full advisory process. Perplexity's ecosystem is selective, and being included early reflects how well our data fits its enterprise banking workflows. Wealth professionals are going to work through AI agents, and we're making sure the data underneath is reliable and AI-ready."

Jeff Grimes, Head of Live Events Product at Perplexity adds. "Millions of users rely on Perplexity Finance to find and take action upon their own licensed financial data subscriptions. Flanks brings something different with regulated, institution-grade coverage across European banks and wealth institutions, which is the level of data quality our users need to trust AI with real portfolio decisions. It's exactly the kind of data infrastructure partner we want powering the next generation of financial workflows on Perplexity, worldwide."

This sits within Flanks' broader positioning as the data infrastructure that makes AI-driven wealth management possible. Flanks aggregates and enriches wealth data across all asset classes, including alternatives, into a single 360° source of truth - giving wealth institutions the quality, compliant data they need to deploy AI safely at scale, and making sophisticated wealth management accessible to more people.

Built for regulated institutions

Flanks processes more than 8.2 million portfolios monthly across 33 countries, managing over €43 billion in assets for banks, family offices, asset managers and pension plan providers. As an Account Information Service Provider (AISP) regulated by the Bank of Spain under the supervision of the European Central Bank, SOC 2 Type II and SOC 3 certified, and aligned with UK Consumer Duty requirements, Flanks provides the secure, compliant infrastructure institutional clients require — now extended into Perplexity's AI workflows.

Frequently asked questions

What are the best wealth data aggregation providers for AI agents?

Providers built for AI-agent integration are typically judged on regulatory compliance, breadth of custodian coverage, and data quality — not just connectivity. Flanks is regulated as an Account Information Service Provider (AISP) by the Bank of Spain under ECB supervision, is SOC 2 Type II and SOC 3 certified, and aggregates data from 700+ financial institutions across 33 countries, processing 8.2 million portfolios monthly (over €43 billion in assets). It is now one of the first European wealth data providers integrated directly into Perplexity's connector ecosystem.

What makes a wealth data platform "AI-ready" for financial advisors?

An AI-ready wealth data platform delivers data that is complete, accurate and compliant before any AI agent reasons over it, and exposes that data inside the workflows advisors already use rather than as a separate tool. Flanks aggregates and enriches portfolio data across all asset classes, including alternatives, into a single 360° source of truth, and now makes that data queryable in natural language directly inside Perplexity — powering Client Reporting, Client Portfolio Monitoring, Client Meeting Prep and ETF Overlap.

What is the Flanks–Perplexity partnership?

Announced 25 August 2026, Flanks partnered with Perplexity, an AI platform built on the foundation of accurate AI, to bring its wealth data layer directly into Perplexity's AI workflows. The Flanks connector is now live in Perplexity's answer engine and its agent platform, Computer, letting users query portfolio holdings, investment positions and transaction history and take action on those insights from 700+ institutions without leaving the platform.

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How can AI agents connect to client portfolio data?

Through a regulated connector that aggregates data across custodians and standardises it before it reaches the AI agent. The Flanks connector in Perplexity does this by ingesting data from more than 700 institutional sources and exposing it via natural language inside the workflows advisors already run — reporting, meeting prep, portfolio monitoring and ETF overlap — with no separate platform required.

What financial data connectors are available in the Perplexity ecosystem?

Perplexity's curated connector ecosystem spans hundreds of integrations. Flanks is among the first European wealth data providers added to that ecosystem, bringing regulated, multi-bank aggregation across 700+ institutions — a different layer of coverage from the retail brokerage-focused connectors already available.

Want to see the Flanks–Perplexity connector on your own portfolios? Talk to our team

More about this Partnership in Finextra: https://www.finextra.com/pressarticle/110715/flanks-joins-with-perplexity-to-power-ai-driven-wealth-management-with-data-aggregation