Anthropic extends reach into advisory industry with slew of new partners

AI heavyweight Anthropic has ramped up its presence in the financial advisory industry with a slew of new partners.

The move, announced Tuesday, comes just six weeks after Anthropic launched Claude for financial advisors with some of the biggest names in the wealth management industry, such as Charles Schwab and Dynasty Financial.

The new partners include Invesco, FINNY, CAIS, Conquest, and J.P. Morgan Asset Management’s subsidiary, 55ip. which announced connectors for Claude for Financial Advisors.

The raft of partner announcements came out on the opening day of Schwab's annual IMPACT conference for the RIA industry. Anthropic's move also comes just a day after the company filed its S-1 with the SEC for its highly-anticipated IPO.

Speaking at Schwab IMPACT 2026 in Boston, 55ip’s Chief Client Officer Michael Camp explained that the company’s ActiveTax Technology is now available in Claude for Financial Advisors through the new connector.

“We will be the first tax transition skill that is being made available on the Anthropic Claude for financial advisors offering,” he said. “It’s totally exciting, just like everyone else we’re trying to learn to deliver great outcomes to advisors.”

With regard to the broader implications of AI in the industry, Camp said that "all of us are trying to figure out what the impact will be." 

Also Tuesday, Jump, the Salt Lake City-based AI platform for financial advisors, announced an expansion of its work with Anthropic through Claude for Financial Advisors. Building on Jump’s existing one-click Claude connector, Jump is adding purpose-built Claude skills that use Jump to turn conversations, decisions and commitments into concrete next steps, the company said, in a statement.