Morningstar, PitchBook Integrate 1.8M Funds and 3M Companies Data into Perplexity AI
Morningstar has integrated its equity research and data on 1.8 million funds, while PitchBook has added its private market database of over 3 million companies into Perplexity's AI-driven research platform. The integration offers retail and institutional investors real-time access to Morningstar's fund analyses and PitchBook's valuation metrics through natural-language queries.
1. Partnership Details
Morningstar and PitchBook have formalized an integration with Perplexity's AI platform, embedding Morningstar's equity research and fund databases alongside PitchBook's private market profiles. The collaboration connects over 1.8 million managed fund records and more than 3 million private company entries to Perplexity's real-time query engine.
2. Strategic Impact
By enabling natural-language access to proprietary data, the partnership aims to broaden distribution channels for Morningstar's and PitchBook's research, targeting both retail users and institutional clients. Expanded visibility on a popular AI platform could drive subscription growth, deepen customer engagement, and create incremental licensing revenue.