Rockefeller taps Anthropic's Claude to build AI-enabled wealth management platform

Rockefeller Capital Management has entered into a collaboration with Anthropic to develop an artificial intelligence platform for wealth management.

The partnership pairs the prestigious New York-based firm's experience serving ultra-high-net-worth individuals and families with Anthropic's AI development capabilities.

The two organizations will work together to build AI tools integrated directly into Rockefeller's existing workflows, with a stated focus on deepening the quality of insight available to advisors as they serve clients, according to an announcement by Rockefeller Wednesday.

The initial phase will concentrate on a defined set of use cases, including client meeting intelligence, operational workflows, and internal support functions, with both firms signaling an intent to broaden the scope over time.

By the end of April, Rockefeller was responsible for $212 billion in client assets across its three businesses: Rockefeller Global Family Office, Rockefeller Global Investment Management, and Rockefeller Global Investment Banking, operating from 33 markets across the United States.

The partnership announcement came shortly after the AI giant behind Claude filed a confidential S-1 with the Securities and Exchange Commission as it gears up to stage one of several monster tech IPOs. Anthropic's most recent Series H fundraising round saw its valuation approach $965 billion, falling just shy of the trillion-dollar levels such companies have been looking to fetch in the market, according to reports.

"Rockefeller was built on the idea that trust and judgment sit at the center of the client relationship," said Gregory Fleming, president and chief executive officer of Rockefeller Capital Management.

"This collaboration with Anthropic allows us to embed advanced AI into our workflows in a way that enhances our advisors' insight and supports how they operate in serving clients, while preserving the human relationships that define our firm," Fleming said.

Peter Nolan, Anthropic's head of asset and wealth management, described wealth management as "fundamentally a judgment-driven business, where context, trust, and long-term relationships matter as much as information."

Nolan said his firm's work with Rockefeller is "focused on building AI systems that are purpose-built for that environment – tools that support advisors in understanding complexity, synthesizing information, and delivering a more thoughtful, personalized experience at scale."

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The Rockefeller deal is the most recent in a series of moves Anthropic has made to establish Claude as the preferred general AI layer across the wealth management industry.

Last month, alternatives data platform CAIS announced it had embedded Claude directly into advisor workflows for alternatives intelligence, deploying the model via a Model Context Protocol server. The integration allows advisors to query fund data, evaluate manager performance, and surface portfolio insights in real time without switching between systems.

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Earlier this year, Anthropic also partnered with LPL Financial and Orion to deploy Claude across advisor workflows, and in April, financial technology platform iCapital announced a separate integration targeting advisor education, product engagement, and client enablement.

The company has also been expanding its data connector ecosystem, adding access to providers including FactSet, S&P Capital IQ, PitchBook, and Morningstar, positioning Claude as an integration hub rather than a standalone tool.