By Molly Snaylam
Publication Date: 2026-08-26 10:15:00
Flanks, the WealthTech firm providing a unified data layer for wealth managers, has partnered with Perplexity to bring regulated, multi-bank portfolio data into the AI platform’s finance tools.
The partnership makes Flanks one of the first European wealth data providers to join Perplexity’s connector ecosystem, giving its AI access to aggregated data from more than 700 financial institutions. Unlike Perplexity’s existing retail brokerage connectors, the Flanks integration is focused on regulated wealth and banking data.
The connector is now live across Perplexity’s answer engine and its Computer agent platform, allowing users to query portfolio holdings, investment positions and transaction histories and take action on that information without leaving the platform. Private banks and wealth advisors can use the data for tasks including client reporting, portfolio monitoring, meeting preparation and ETF overlap analysis through natural-language prompts.
By connecting Flanks’ aggregation infrastructure directly into Perplexity’s AI environment, the partnership aims to give wealth professionals a more reliable data foundation for deploying AI across their workflows. Flanks provides a consolidated data layer for banks, family offices, asset managers and pension providers, aggregating and enriching portfolios across multiple asset classes, including alternatives. The platform processes more than 8.2m portfolios each month across more than 33 countries, with more than…
