Perplexity signs its first data partners.
FactSet and Crunchbase subscribers are promised their data as a source inside the assistant.
+2, 2 in totalData vendors are wiring their products straight into AI assistants. Academic data is mostly missing.
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 went first. 10 of the 21 datasets finance academics use most already belong to a company that has plugged into an AI assistant.
Every announcement so far is addressed to banks, asset managers and insurers. None names a university, an academic license or an academic data platform. The connection is already built for the commercial product, so extending it to the academic one is a contract decision. Researchers are not waiting: 6 open source projects already connect WRDS to coding agents. "Not on the map" means no public announcement has turned up.
| 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 |