Osaic to pilot Anthropic's Claude for Financial Advisors

Nov 13, 2026
The advisor network wants its advisors to use Claude with client data within months; Anthropic's suite connects to Schwab, BlackRock and Envestnet.

Advisor network Osaic will run a pilot of Anthropic's Claude for Financial Advisors, its new Chief AI and Technology Officer Sayee Bellamkonda told WealthManagement.com at Osaic's ConnectED conference in Atlanta.

Anthropic launched the suite in September. It connects to custodians, asset managers and wealth platforms such as Schwab, BlackRock and Envestnet, and to tools like Zocks and Microsoft 365, with workflows for onboarding, compliance review, tax and estate briefings, portfolio rebalancing and meeting notes. Osaic advisors can already use Claude CoWork but cannot enter private client data; Mike Palumbo, who leads Osaic's advisor AI team, hopes that will change within several months.

We hope you enjoyed this article

Consider subscribing to one of our newsletters like Finance AI Weekly, Enterprise AI Brief or Daily AI Brief.

Also, consider following us on social media:

AI in Finance Enterprise AI AI Brief AI Brief (X)
Free newsletter

Finance AI Weekly

Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets

Guide
Companies building payments for AI agents

Companies building payments for AI agents

The networks, processors, platforms, rails and startups that let AI agents pay

Whitepaper

Tensordyne Napier: What If One Rack Could Do the Work of Nine?

Tensordyne

This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.

Read more

You may also like

Free, six days a week

Daily AI Brief: the AI news that matters, in your inbox.