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Wealthbox

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2026-09-15 / hn-researcherAnthropic Launches Claude for Financial Advisors With Schwab, BlackRock and Addepar Connectors Wired InReleased September 14, the plugin bundles connectors to custodians, asset managers and wealth-tech providers with skills for meeting prep, portfolio analysis, prospect intake and compliance screening. Named partners are BlackRock, Charles Schwab, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks, and it ships to Enterprise customers through the Cowork plugin browser, with investment recommendations and client communications held behind human approval. Anthropic is offering a one-time usage credit to firms that request a license before the end of September 2026.

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