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 advisors can use Flanks' data directly within Perplexity features such as Client Reporting, Client Portfolio Monitoring, Client Meeting Prep, and ETF Overlap, automatically ingesting data from more than 700 sources, all through natural language.This sits within Flanks' broader positioning as the data infrastructure that makes AI-driven wealth management possible. As AI moves from experimentation to real deployment across financial services, Flanks aggregates and enriches wealth data of complex portfolios across all asset classes, including alternatives, and financial institutions into a single 360° source of truth, giving wealth institutions the high-quality, compliant data needed to safely deploy AI at scale - and, in turn, making sophisticated wealth management accessible to more people.Joaquim de la Cruz, CEO and co-founder at Flanks said: "Financial advisors are drowning in fragmented data - stitched together across custodians, spreadsheets and legacy providers, with no single source of truth. That's the barrier stopping most institutions from actually harnessing AI, no matter how good the model is. 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 - reporting, meeting preparation, portfolio monitoring. 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 Event Products 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."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.NoYesWealth Management26 Aug, 2026