Perplexity signs its first data partners.
FactSet and Crunchbase subscribers are promised their data as a source inside the assistant.
+2, 2 in totalWhich data vendors, brokers and research providers have plugged into which AI companies, and how fast. Every line comes from a source we read, and more are coming.
FactSet and Crunchbase subscribers are promised their data as a source inside the assistant.
+2, 2 in totalReuters counts at least 20 brokers and fund managers building DeepSeek into research and risk work. Four are named.
+4, 6 in totalAn LSEG-run MCP server feeds agents built in Copilot Studio and used inside Microsoft 365.
+1, 7 in totalCapital IQ financials and earnings call transcripts reach agents on AWS through an MCP server.
+1, 8 in totalIts financial datasets reach ChatGPT through an MCP server.
+1, 9 in totalFactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, LSEG and more, listed in a single announcement.
+17, 26 in totalBoth bring their data and research into Perplexity through MCP.
+2, 28 in totalGemini goes into the FactSet Workstation, and FactSet feeds Gemini Enterprise.
+1, 29 in totalIt hosts four providers' data itself and is building shared sign-in so a license works inside ChatGPT. 9 vendors now serve more than one AI company.
+10, 39 in totalThe products built for banks are on the map. Most of the files academics run regressions on are not.
Every announcement on this page is addressed to banks, asset managers and insurers. None names a university, an academic license or an academic data platform. "Not on the map" means we have no sourced link yet, not that none exists. If you run one of these products and have shipped one, the address is on the About page.
| Vendor | Anthropic | OpenAI | DeepSeek | Perplexity | Microsoft | Amazon | |
|---|---|---|---|---|---|---|---|
| FactSetData vendor | Connector | Connector | Connector | Connector | |||
| LSEGData vendor | Connector | Shared sign-in | Connector | ||||
| PitchBookData vendor | Connector | Hosted data | Connector | ||||
| S&P Capital IQData vendor | Connector | App | Connector | ||||
| CrunchbaseData vendor | Hosted data | Connector | |||||
| DaloopaData vendor | Connector | Hosted data | |||||
| Moody'sRatings | App | Shared sign-in | |||||
| MorningstarData vendor | Connector | Connector | |||||
| MSCIData vendor | Connector | Shared sign-in | |||||
| China Universal Asset ManagementAsset manager | Model deployed | ||||||
| ChronographWorkflow | Connector | ||||||
| CICC Wealth ManagementBroker | Model deployed | ||||||
| Dow Jones FactivaData vendor | Shared sign-in | ||||||
| Dun & BradstreetData vendor | Connector | ||||||
| Financial Modeling PrepData vendor | Connector | ||||||
| Fiscal AIData vendor | Connector | ||||||
| GuidepointResearch | Connector | ||||||
| IBISWorldResearch | Connector | ||||||
| LSEG NewsData vendor | Hosted data | ||||||
| PreqinData vendor | Connector | ||||||
| Sinolink SecuritiesBroker | Model deployed | ||||||
| SS&C IntralinksWorkflow | Connector | ||||||
| Third BridgeResearch | Connector | ||||||
| Tiger BrokersBroker | Model deployed | ||||||
| VeriskData vendor | Connector |
Dashed outline: announced as in progress, not shipped.
| Vendor | AI company | What the source says | As of | Source |
|---|---|---|---|---|
| China Universal Asset ManagementAsset manager | DeepSeek | Named by Reuters among at least 20 Chinese brokers and fund managers integrating DeepSeek models. | Reuters via Business Standardbusiness-standard.com | |
| ChronographWorkflow | Anthropic | Listed among the data connections Claude already had when Anthropic announced its finance agents. | Anthropicanthropic.com | |
| CICC Wealth ManagementBroker | DeepSeek | Named by Reuters among at least 20 Chinese brokers and fund managers integrating DeepSeek models. | Reuters via Business Standardbusiness-standard.com | |
| CrunchbaseData vendor | OpenAI | Built-in data in ChatGPT for Financial Services, indexed and hosted by OpenAI. | OpenAIopenai.com | |
| CrunchbaseData vendor | Perplexity | Named a first channel partner. Subscribers were to get this data as a source inside Perplexity Enterprise Pro. | Perplexityperplexity.ai | |
| DaloopaData vendor | Anthropic | Listed among the data connections Claude already had when Anthropic announced its finance agents. | Anthropicanthropic.com | |
| DaloopaData vendor | OpenAI | Built-in data in ChatGPT for Financial Services, indexed and hosted by OpenAI. | OpenAIopenai.com | |
| Dow Jones FactivaData vendor | OpenAI | Working with OpenAI on shared sign-in so ChatGPT users get the data their firm already licenses. Described as in progress. | OpenAIopenai.com | |
| Dun & BradstreetData vendor | Anthropic | New connector for verified business identity data. | Anthropicanthropic.com | |
| FactSetData vendor | Anthropic | Listed among the data connections Claude already had when Anthropic announced its finance agents. | Anthropicanthropic.com | |
| FactSetData vendor | Strategic partnership with Google Cloud. Gemini goes into the FactSet Workstation, and FactSet's MCP feeds Gemini Enterprise. | FactSetinvestor.factset.com | ||
| FactSetData vendor | OpenAI | Named among the 50+ connectors in ChatGPT for Financial Services. | OpenAIopenai.com | |
| FactSetData vendor | Perplexity | Named a first channel partner. Subscribers were to get this data as a source inside Perplexity Enterprise Pro. | Perplexityperplexity.ai | |
| Financial Modeling PrepData vendor | Anthropic | New connector for quotes, fundamentals, statements, filings and transcripts. | Anthropicanthropic.com | |
| Fiscal AIData vendor | Anthropic | New connector for real-time fundamentals on public equities. | Anthropicanthropic.com | |
| GuidepointResearch | Anthropic | New connector that searches more than 100,000 compliance-reviewed expert interview transcripts. | Anthropicanthropic.com | |
| IBISWorldResearch | Anthropic | New connector for industry revenue, ratios, risk scores and forecasts. | Anthropicanthropic.com | |
| LSEGData vendor | Anthropic | Listed among the data connections Claude already had when Anthropic announced its finance agents. | Anthropicanthropic.com | |
| LSEGData vendor | Microsoft | An LSEG-managed MCP server lets agents built in Copilot Studio and deployed in Microsoft 365 Copilot use LSEG-licensed data. | Microsoftnews.microsoft.com | |
| LSEGData vendor | OpenAI | Working with OpenAI on shared sign-in so ChatGPT users get the data their firm already licenses. Described as in progress. | OpenAIopenai.com | |
| LSEG NewsData vendor | OpenAI | Built-in data in ChatGPT for Financial Services, indexed and hosted by OpenAI. | OpenAIopenai.com | |
| Moody'sRatings | Anthropic | Launched an MCP app that brings credit ratings and data on more than 600 million public and private companies into Claude. | Anthropicanthropic.com | |
| Moody'sRatings | OpenAI | Working with OpenAI on shared sign-in so ChatGPT users get the data their firm already licenses. Described as in progress. | OpenAIopenai.com | |
| MorningstarData vendor | Anthropic | Listed among the data connections Claude already had when Anthropic announced its finance agents. | Anthropicanthropic.com | |
| MorningstarData vendor | Perplexity | MCP integration that brings its data and research into Perplexity and Perplexity Computer for eligible users. | Morningstarnewsroom.morningstar.com | |
| MSCIData vendor | Anthropic | Listed among the data connections Claude already had when Anthropic announced its finance agents. | Anthropicanthropic.com | |
| MSCIData vendor | OpenAI | Working with OpenAI on shared sign-in so ChatGPT users get the data their firm already licenses. Described as in progress. | OpenAIopenai.com | |
| PitchBookData vendor | Anthropic | Listed among the data connections Claude already had when Anthropic announced its finance agents. | Anthropicanthropic.com | |
| PitchBookData vendor | OpenAI | Built-in data in ChatGPT for Financial Services, indexed and hosted by OpenAI. | OpenAIopenai.com | |
| PitchBookData vendor | Perplexity | MCP integration that brings its data and research into Perplexity and Perplexity Computer for eligible users. | Morningstarnewsroom.morningstar.com | |
| PreqinData vendor | OpenAI | Named among the 50+ connectors in ChatGPT for Financial Services. | OpenAIopenai.com | |
| S&P Capital IQData vendor | Amazon | MCP server integrations with Amazon Quick Suite bring Capital IQ Financials and earnings call transcripts to agents on AWS. | S&P Globalpress.spglobal.com | |
| S&P Capital IQData vendor | Anthropic | Listed among the data connections Claude already had when Anthropic announced its finance agents. | Anthropicanthropic.com | |
| S&P Capital IQData vendor | OpenAI | The S&P Global app for ChatGPT connects its financial datasets through an MCP server. OpenAI later said shared sign-in is also in progress. | S&P Global (Kensho)kensho.com | |
| Sinolink SecuritiesBroker | DeepSeek | Named by Reuters among at least 20 Chinese brokers and fund managers integrating DeepSeek models. | Reuters via Business Standardbusiness-standard.com | |
| SS&C IntralinksWorkflow | Anthropic | New connector giving Claude access to DealCenter AI data rooms. | Anthropicanthropic.com | |
| Third BridgeResearch | Anthropic | New connector for expert interviews on companies, sectors and value chains. | Anthropicanthropic.com | |
| Tiger BrokersBroker | DeepSeek | Embedded the DeepSeek-R1 model in its TigerGPT chatbot. | Reuters via Business Standardbusiness-standard.com | |
| VeriskData vendor | Anthropic | New connector for property, casualty and specialty insurance data. | Anthropicanthropic.com |