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Fintech Blueprint 🤖🏦🧭 · Jul 20, 2026

Podcast: How Perplexity's Computer Is Replacing the Family Office, with Perplexity Finance’s Jeff Grimes

Multi-agent orchestration, traceability, and what the agent platform means for finance jobs

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What's interesting

  • Mentions Morningstar
  • Mentions PitchBook
  • Mentions CarbonArc
  • Features Jeff Grimes as a guest
  • Discusses direct tool calls
  • Discusses AI
  • Discusses LLM

Engagement

Likes: 23

Comments: 2

Restacks: 0

Entities

Topics

direct tool calls AI LLM AI finance Perplexity Computer LLM orchestration traceability personal CFO enterprise AI strategy financial research automation agent platform

People

Jeff Grimes Lex Sokolin Aravind

Companies

Morningstar PitchBook CarbonArc Perplexity LSEG FactSet SEC Quartr Perplexity Computer Perplexity AI Google Shades Plaid Unusual Whales

Guests

Jeff Grimes

Sponsorship

No sponsorship detected

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