BlueMatrix, a global provider of capital markets content publishing technology backed by Thoma Bravo, has announced a strategic partnership with Perplexity to introduce AI-enabled research and discovery capabilities for institutional investors. The collaboration is designed to allow buy-side professionals to query entitled broker research alongside real-time financial data, earnings transcripts, and advanced research tools, while preserving the strict governance, compliance, and entitlement controls required in regulated financial environments.
Through the integration, Perplexity’s AI-powered research capabilities will operate within BlueMatrix’s entitlement-aware framework, ensuring that data ownership, attribution, and access rights remain fully protected. The companies said the approach enables AI-assisted workflows without disrupting existing compliance structures, addressing a key concern for financial institutions seeking to adopt generative AI while maintaining regulatory confidence.
Patricia Horotan, CEO of BlueMatrix, said the partnership reflects the company’s focus on responsible AI adoption in capital markets. “At BlueMatrix, our priority is to help clients benefit from AI while preserving attributions, control, and flexibility. This new partnership with Perplexity delivers AI-assisted discovery to investors and researchers, alongside Perplexity’s suite of accuracy-driven research tools. For research providers, it offers a new way to ensure that their insights reach clients at the moment of decision, without compromising the governance and data-first, model-neutral strategy they expect from BlueMatrix.” Her comments underscore BlueMatrix’s position as a neutral platform that prioritises publisher rights and client trust.
From Perplexity’s perspective, the partnership represents an opportunity to extend AI-powered search into one of the most highly regulated and data-sensitive sectors. Dmitry Shevelenko, Chief Business Officer at Perplexity, said, “BlueMatrix is a clear leader in capital markets technology, and we’re excited to align AI innovation with the strict governance standards financial institutions and researchers require. This partnership demonstrates how AI-powered search can enhance access to entitled research content, and help investment professionals move from question to insight and insight to decisions faster.”
The collaboration will begin with an initial pilot phase involving early-adopter firms. During this phase, participants will explore AI-assisted workflows for use cases such as issuer monitoring, post-earnings analysis, and thematic research. Feedback from these firms will help shape future product enhancements and determine how AI can be most effectively embedded into institutional research processes.
As buy-side and sell-side firms increasingly look to AI to accelerate insight generation, the BlueMatrix–Perplexity partnership highlights a growing emphasis on combining advanced AI capabilities with robust governance frameworks, enabling innovation without sacrificing compliance or control.
