Perplexity Launches Finance Platform Integrating Banking and Investment Accounts
By
Zac Zuo
2mo ago· 3 min readenProduct
85/100
Golden Brown
Bagelometer↗
An everything bagel for the brain. Substantive, layered, well-seasoned.
Score85Typepress releaseSentimentpositive
Summary
Perplexity has launched its 22nd product, Perplexity Finance, which integrates users' complete financial picture by connecting bank accounts, credit cards, loans via Plaid, and brokerage accounts. The platform allows users to track spending, create custom budget tools, and visualize their net worth in one place with minimal setup effort. The launch is positioned as part of Perplexity's broader AI assistant offerings available across mobile platforms.
Key quotes
· 5 pulledPerplexity Finance now connects your bank accounts, credit cards, and loans via Plaid; alongside your brokerage accounts.
Track spending, build custom budget tools, and visualize your full net worth in one place.
No setup headaches!
This is the 22nd launch from Perplexity.
Available wherever you are: 🤖 http://pplx.ai/android // 📱 http://pplx.ai/iphone
Your Research Assistant. Available wherever you are: 🤖 http://pplx.ai/android // 📱 http://pplx.ai/iphone
