Flanks Partners With Perplexity to Power AI-Driven Wealth Management With Data Aggregation

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  "signal_type": "news",
  "signal_subtype": "integrates_with",
  "detected_at": "2026-08-26T14:24:15+00:00",
  "company": {
    "name": "Perplexity",
    "domain": "perplexity.ai"
  },
  "data": {
    "url": "https://financialit.net/news/wealth-management/flanks-partners-perplexity-power-ai-driven-wealth-management-data-aggregation",
    "title": "Flanks Partners With Perplexity to Power AI-Driven Wealth Management With Data Aggregation - Financial IT",
    "excerpt": "Flanks, the WealthTech leader redefining the industry by giving wealth institutions direct access to a unified, institution-grade, compliant wealth data layer, today announced its partnership with Perplexity, an AI platform built on the foundation of accurate AI, which has a curated connector ecosystem spanning hundreds of integrations. Flanks is among the first European wealth data providers in Perplexity's ecosystem, bringing regulated multi-bank aggregation across 700+ institutions - distinct from the retail brokerage-focused connectors already available on the platform. Wealth managers are increasingly exploring AI agents for time-intensive advisory work - meeting preparation, portfolio monitoring, reporting - but that shift depends on the data feeding those agents being complete, accurate, and compliant. Regulated, multi-institution portfolio data has historically been one of the hardest layers to standardise, especially across Europe's fragmented banking landscape. The partnership puts that data directly inside an AI workflow advisors are already using. The Flanks connector, now live in Perplexity’s answer engine and its agent platform, Computer, allows users to query portfolio holdings, investment positions, and transaction history and take action on those insights directly within Perplexity's AI workflows, without leaving the platform. Private banks and financial...",
    "product": "Flanks connector",
    "summary": "AI platform Perplexity has integrated Flanks' wealth data connector into its answer engine and agent platform, Computer, allowing users to query portfolio data from over 700 institutions.",
    "planning": false,
    "image_url": "https://financialit.net/sites/default/files/1_2_33.png",
    "confidence": 0.9,
    "product_data": {
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      "full_text": "The Flanks connector",
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    "published_at": "2026-08-26T14:24:15Z",
    "article_sentence": "The Flanks connector, now live in Perplexity’s answer engine and its agent platform, Computer, allows users to query portfolio holdings, investment positions, and transaction history and take action on those insights directly within Perplexity's AI workflows, without leaving the platform.",
    "related_company_name": "Flanks",
    "related_company_domain": "flanks.io"
  }
}

curl https://signals.autobound.ai/v1/signals/7769519b-9d18-d0e2-7dd6-e119724711f4 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"perplexity.ai","limit":20}'