Home / Financial advice / Perplexity for financial advice
Perplexity AI
Financial advicePerplexity for financial advice
US AI search engine that delivers answers with source citations via its own Sonar models and external frontier models, with separate Enterprise agreements on data use.
Perplexity is strong at answers with source citations based on live web information and access to several frontier models within one subscription; that suits processing client files and inventories.
- GDPR profileOur summary of what the provider itself publishes about your data: EU hosting possible, no training on your data for business use, and self-hosting available. Caution applies to a model with a documented problem, such as an investigation by a regulator. How we measure
- GDPR: Unknown
- QualityQuality from blind duels on LMArena: users choose between two anonymous answers. A difference of about 20 points is noticeable, a few points is noise. How we measure
- –Elo, independent
- Editorial scoreOur own assessment on 10 of suitability for professional work, price and privacy. This is a judgement, not a measurement; that is why it always sits alongside the Elo. How we measure
- 8,0
- Entry price
- Free
What Perplexity does in financial advice
- Processing client files and inventories
- Drafting advisory reports and rationales
- Comparing and summarising product terms
- Handling client questions and aftercare
- Answers with source citations based on live web information
- Access to multiple frontier models within one subscription
- Deep Research and Labs for in-depth reports
- Enterprise: SOC 2 Type II, no training on business data
The maker of Perplexity publishes little about data protection. Check this before you put confidential financial advice data into it.
Confidentiality and GDPR
GDPR: UnknownThe Wft duty of care and the GDPR set high demands: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility.
Enterprise plans and the Sonar API are not trained on customer data (SOC 2 Type II; API with zero data retention). For consumer accounts, data use for model improvement can be switched off in the settings.
Prices
Other models for financial advice
Claude for financial adviceAnthropic · editorial 9.01506
Copilot for financial adviceMicrosoft · editorial 8.31485
Le Chat (Mistral) for financial adviceMistral AI · editorial 8.41426
Gemini for financial adviceGoogle · editorial 8.61527We are not aware of a professional tool for financial advice that runs publicly on Perplexity.
Questions about Perplexity for financial advice
- Is Perplexity suitable for financial advice?
- Yes. Perplexity is strong at answers with source citations based on live web information and access to several frontier models within one subscription, which fits financial advice well. Always assess the specific task and keep a professional in the loop.
- May I put confidential data into Perplexity?
- The Wft duty of care and the GDPR set high requirements: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility. Enterprise plans and the Sonar API are not trained on customer data (SOC 2 Type II; API with zero data retention). For consumer accounts, data use for model improvement can be switched off in the settings.
- What does Perplexity cost?
- There is Free (Free), Pro ($20 / month), Max ($200 / month), Enterprise Pro ($40 / seat / month). Check current prices on the official site.
Every Friday: what changed in AI for financial advice
New models, prices, oversight and tools, with sources and what it means for you. One email a week, unsubscribe with one click.