BlueMatrix has announced a partnership with Perplexity to deliver AI-assisted discovery for entitled institutional research, integrating Perplexity’s accuracy-focused tools with BlueMatrix’s governed, entitlement-aware framework used by brokerages and asset managers. The firms said an initial pilot will let buy-side teams ask natural-language questions and receive cited responses grounded in the research they’re licensed to access.

BlueMatrix CEO Patricia Horotan said the goal is to help clients benefit from AI “while preserving attributions, control, and flexibility.” Dmitry Shevelenko, Chief Business Officer at Perplexity, said the collaboration shows how AI-powered search can enhance access to entitled research content within the governance standards financial institutions require.

Founded as a capital-markets content platform and backed by Thoma Bravo, BlueMatrix positions the tie-up as extending its compliance-first approach into AI workflows for research providers and their buy-side clients.

Why it matters: Institutional investors have long struggled to surface the right broker research at the moment of decision. By combining permissions-aware access with conversational discovery, the partnership aims to speed post-earnings analysis, issuer monitoring and thematic research—without breaking compliance guardrails.

FAQ

Who announced the partnership?
BlueMatrix and Perplexity jointly announced the collaboration on 13 January 2026.

Which executives are associated with the deal?
Patricia Horotan (CEO, BlueMatrix) and Dmitry Shevelenko (Chief Business Officer, Perplexity) provided statements on the partnership.

What’s included in the pilot?
An early-adopter pilot where buy-side users ask natural-language questions and receive cited, permissions-aware results grounded in their entitled research.

How is compliance handled?
Discovery runs through BlueMatrix’s governed, entitlement-aware framework, aligning with regulated research environments.