Anthropic Launches Claude for Financial Advisors With Partner Connectors

On September 14, 2026, Anthropic introduced the Claude for Financial Advisors plugin for enterprise clients. It combines connectors to Charles Schwab, BlackRock, Vanguard, Addepar, iCapital, Envestnet, Orion, Wealthbox, Wealth.com and Zocks with a set of work skills for meeting prep, portfolio analysis and compliance checks.

• Plugin available via Cowork plugin browser for Enterprise tier
• Connectors provide access to custodial data, portfolios, CRM and alternative investments
• Skills cover meeting prep, rebalancing, taxes and SEC Marketing Rule compliance
• Key actions and client communications require advisor confirmation