Claude for Financial Advisors
Claude for Financial Advisors is Anthropic’s product for advisors. It connects Claude to firm systems through partner connectors, and official pages say it does not place trades or move money.12
Anthropic documents Claude for Financial Advisors on an official article originally published on September 14, 2026, later updated to include additional connectors from Anthropic partners, and on an official solutions page.12
What official pages say it does not do
The solutions page states: “Claude doesn’t place trades or move money.” It also says notes, emails, and CRM updates “are drafted and held until you approve them.”2
The same page says: “We recommend Enterprise for Registered Investment Advisors.” It adds that Enterprise includes audit logs, and that Anthropic does not train models on the user’s data by default on Team and Enterprise plans.2
Connectors named on the official article
The updated article lists these partner connectors: Addepar, BlackRock, CAIS, Charles Schwab, Conquest Planning, Envestnet, FactSet, FINNY, Flourish, Franklin Templeton, iCapital, Invesco, J.P. Morgan Asset Management (55ip), Jump, MSCI, Nevis, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard, and Zocks.1
It also says these join other connectors already available in Claude, including Microsoft 365, Salesforce, DocuSign, Box, S&P Global, Morningstar, and more.1
The official article does not describe this list as “11 partner additions.” A third-party Wealth Solutions Report roundup dated November 10, 2026, reported that Anthropic “expanded Claude for Financial Advisors with 11 partner additions,” and that capabilities and availability vary by provider. WSR named CAIS, Conquest Planning, FactSet, FINNY, Flourish, Franklin Templeton, Invesco, J.P. Morgan Asset Management’s 55ip, Jump, MSCI and Nevis as those additions.3
Nevis funding (company-reported)
Nevis is named as a connector on the official Anthropic article.1 Nevis’s own announcement, on a page dated Oct 2026, says the company “has raised a $70 million Series B, led by EQT Ventures, with participation from Charles Schwab, Sequoia Capital, ICONIQ, QuantumLight and Ribbit Capital,” and that this “brings our total funding to $110 million.” The same post says Nevis supports firms “representing more than $700 billion in assets.” Those dollar figures are company-reported.4
Sources
Suggest a correction (opens a GitHub issue)
Footnotes
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Claude for Financial Advisors - Claude by Anthropic. Anthropic, official, retrieved 2026-11-13. ↩ ↩2 ↩3 ↩4 ↩5
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Claude for Financial Advisors - Claude by Anthropic. Anthropic, official, retrieved 2026-11-13. ↩ ↩2 ↩3 ↩4
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Wealthtech Roundup: Anthropic, Schwab, Advyzon, Orion And More. Wealth Solutions Report, third-party, retrieved 2026-11-13. ↩
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Nevis Raises $70M Series B Led by EQT Ventures – Nevis. Nevis, official, retrieved 2026-11-13. ↩