Rockefeller Capital Management announced a collaboration with Anthropic to develop an AI-enabled platform for wealth management powered by Anthropic’s Claude model.
The initiative combines Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in advanced artificial intelligence systems. The companies will work together to create AI capabilities embedded directly into Rockefeller’s workflows, with the goal of enhancing the depth of insight available to advisors while preserving the importance of long-term client relationships.
According to the firms, the application of AI in wealth management should be guided by human judgment and contextual understanding. Rockefeller said its approach is designed to strengthen the work of advisors while maintaining the standards of trust, discretion, and responsibility that have defined the firm.
The first phase of the project will focus on several areas within Rockefeller’s wealth management platform, including client meeting intelligence, operational workflows, and internal support functions. The companies plan to broaden the scope of the collaboration over time as part of a long-term strategy.
Founded in 2018, Rockefeller Capital Management traces its origins to the Rockefeller family office established in 1882. As of April 30, 2026, the firm managed $212 billion in client assets across its Global Family Office, Global Investment Management, and Global Investment Banking businesses.
Anthropic said the collaboration reflects the importance of building AI systems that support advisors in navigating complex information and delivering personalized experiences at scale.
KEY QUOTES:
“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. 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.”
Gregory Fleming, President And Chief Executive Officer, Rockefeller Capital Management
“Wealth management is fundamentally a judgment-driven business, where context, trust, and long-term relationships matter as much as information. 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.”
Peter Nolan, Head Of Asset & Wealth Management, Anthropic
