other

Claude

In network coverage since September 10, 2026 · 11 stories

1Deals on our tracker

Deal recordFull tracker →

Oct 4, 26Fund launchAnthropic — coverage

Network coverage

practice

Devon Klumb tells advisors to expect AI questions before meetings

A 2026 Betterment Advisor Solutions survey of 1,001 U.S. advised investors found 75% use AI for financial tasks and 3% would consider replacing their advisor with an AI-powered alternative.

M&A · Oct 8Alaris CEO Allen Darby bets AI will cut RIA sale valuations

practice · Oct 5Anthropic announces Claude for Financial Advisors; provider list remains unnamed

M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself

The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell

advisor_note · Sep 22Schwab's Q4 connector turns AI access into a custody term

practice · Sep 18Claude's advisor plug-in closes the integration gap and opens a meter

The Close · Sep 17The client record is the expensive part of plain-language AI.

practice · Sep 17Claude for advisors hits the workflow wall

The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced

practice · Sep 10XYPN buys AI-search access; the credibility behind AI answers accrues slowly