Rockefeller Capital Management (“Rockefeller” or the “firm”) announced they are building an AI-enabled platform for wealth management with Anthropic’s AI Claude model.

The collaboration brings together Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in developing advanced AI systems. The organizations will work together to build reliable AI capabilities integrated directly into Rockefeller’s workflows, with a focus on extending the depth of insight available to advisors in serving clients.

The announcement reflects a shared conviction that the application of AI in wealth management must be guided by judgment, shaped by context, and grounded in long-term relationships. Rockefeller’s approach is deliberate and disciplined, focused on enhancing the work of its advisors while remaining anchored by the standards of care, discretion, and responsibility that define the firm.

“Rockefeller was built on the idea that trust and judgment sit at the center of the client relationship. As technology evolves, our objective is not to replace that foundation, but to strengthen it,” 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.”

“Wealth management is fundamentally a judgment-driven business, where context, trust, and long-term relationships matter as much as information,” said Peter Nolan, Head of Asset & Wealth Management at Anthropic. “Our 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.”

The initial phase of the project will focus on a defined set of use cases within Rockefeller’s wealth management platform, including areas such as client meeting intelligence, operational workflows, and internal support. The firms intend to expand this work over time as part of a broader, long-term collaboration.