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Perplexity AI

How safe is Perplexity for financial advice?

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-hostable. Caution means a model with a documented issue, such as an investigation by a regulator. How we measure for financial adviceUnknown

The maker of Perplexity publishes little about data protection. Check this before you put confidential financial advice data into it.

Where does Perplexity stand in financial advice?

Place 18 of 25 options for financial advice (professional tools and general assistants) on GDPR profile. Each tile is an option we track for this field; click for the check.

Strong7
Good4
Limited6
Unknown1
Caution7

Published safeguards

None of these three found in what the provider publishes; what is there, you can read below. Know more? Report it

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.

How to use Perplexity safely

  • Use the business variant and sign a data processing agreement (DPA).
  • Do not enter unnecessary personal data into prompts; anonymise where possible.
  • Ask the provider explicitly where data is stored and processed.
  • Keep a professional in the loop: the Wft duty of care and 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.

Stronger or equally strong in financial advice

DONNAJAMESDONNAJAMES B.V. (NL)OnesuranceOnesurance B.V. (Netherlands)InterAI DossierbeheerInterAI / southparc BV (Eindhoven, Netherlands)OcktoOckto (The Hague, Netherlands)Findesk (Adviesmaat)Topicus.Finance B.V. (Deventer, NL)

Questions

How safe is Perplexity for financial advice?
The maker of Perplexity publishes little about data protection. Check this before you put confidential financial advice data into it. The provider publishes little on this, ask about it before business use.
Does Perplexity train on my data?
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 should I look out for with AI in financial advice?
The 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.

Source documents

www.perplexity.aiopenrouter.ai

Everything about Perplexity Best AI for financial advice

Summarised by the editorial team from provider documentation · not legal advice

Last checked: 29 October 2026 · How we check

Next stepAll 25 options for financial adviceProfessional tools and general assistants side by side, by GDPR profile, price and quality.

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