Anthropic Releases Claude for Financial Advisors

On September 14, 2026, Anthropic released Claude for Financial Advisors — a set of MCP connectors and “workflow skills” for financial advisors, featuring 11 new integrations (Charles Schwab, BlackRock, Vanguard, and others) at an estimated price of $70–120 per user per month.

Compiled by Sergey KostenchukPublished 2026-09-15Updated 2026-09-18

2026-09-15 Business Anthropic

💼 Anthropic Releases Claude for Financial Advisors

On September 14, 2026, Claude for Financial Advisors was released: 11 new MCP connectors (Charles Schwab, BlackRock, and others) and skills for day-to-day tasks — meetings, rebalancing, and compliance with the SEC Marketing Rule. For RIAs on Enterprise plans with audit logs; all client-facing actions are approved by the advisor. The price is approximately $70–120 per user per month.

🌍 Schwab is the first and only RIA custodian, and its Advisor Services work with 16,000+ independent RIAs. The “connectors + skills + approval flow” standard for AI in regulated professions; the release is about infrastructure, not a new model.

👤 The model receives working data (balances, positions, cost basis, NAV) through the connectors and prepares drafts — decisions are made by humans. A useful reference for your own AI workflows and a signal of where Anthropic is directing enterprise monetization after Claude Code and Cowork.

Source 1: https://claude.com/blog/claude-for-financial-advisors

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