By PR Newswire
Publication Date: 2026-04-30 17:39:00
New integration connects Daloopa data to Perplexity’s AI workflows, enabling faster, more reliable investment research using the same data teams rely on today
NEW YORK, April 30, 2026 /PRNewswire/ — Daloopa, the essential data infrastructure for AI and agentic workflows in financial services, today announced a new integration with Perplexity that allows joint customers to connect their existing financial data licenses directly into Perplexity and the always-on digital worker, Perplexity Computer.
The integration introduces a bring-your-own-license (BYOL) model, enabling investment teams to access and analyze Daloopa’s structured, audit-ready fundamental data within Perplexity’s interface, without needing to configure APIs, manage entitlements, or switch between tools. Users can query their licensed data through Perplexity’s answer engine, or use Computer to run complex financial analyses using Daloopa data alongside external market signals, all within a single workflow with fully traceable citations.
This builds on Daloopa’s growing ecosystem of AI partnerships, including its connectors with OpenAI’s ChatGPT and Anthropic’s Claude. As AI becomes embedded in real investment workflows, the limiting factor is no longer model capability, but whether those systems can reliably access and use high-quality financial data within those workflows. In high-stakes use cases like valuation, earnings analysis, and portfolio modeling,…
