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Anthropic Launches Claude For Advisors With Schwab And BlackRock

Anthropic launched Claude for Advisors, a product that connects financial advisors to client data across Charles Schwab, BlackRock and Vanguard, according to Forbes contributor Jon Markman. The launch brings Anthropic's Claude AI deeper into wealth management by linking the model to client data at the three financial firms.

by read1 min views1 publishedSep 16, 2026
Anthropic Launches Claude For Advisors With Schwab And BlackRock
Image: Machinebrief (auto-discovered)

By Jon Markman, ContributorSource:

[Forbes Innovation](https://www.forbes.com/innovation/)
[Anthropic](https://www.machinebrief.com/glossary/anthropic)’s

Claudenow connects financial advisors to client data across Schwab, BlackRock and Vanguard, bringing AI deeper into wealth management.

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