New York, June 10, 2026–(business telegram)–Rockefeller Capital Management (“Rockefeller” or the “Firm”) announced that they are building an AI-enabled platform for wealth management with Anthropic’s AI cloud model.
This 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 trusted AI capabilities integrated directly into Rockefeller’s workflow, with a focus on increasing the depth of insight available to advisors in serving clients.
The announcement reflects a shared conviction that the application of AI in wealth management should be guided by decisions, shaped by context and based on long-term relationships. Rockefeller’s approach is deliberate and disciplined, focused on enhancing the work of its advisors while upholding the standards of care, discretion and responsibility that define the company.
“Rockefeller was built on the idea that trust and judgment are at the heart of client relationships. As technology evolves, our objective is not to replace that foundation, but to strengthen it,” said Gregory Fleming, chairman and chief executive officer of Rockefeller Capital Management. “This collaboration with Anthropic allows us to embed advanced AI into our workflow in a way that enhances our advisors’ insights and supports the way they work to serve clients while preserving the human relationships that define our firm.”
“Wealth management is fundamentally a decision-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 more thoughtful, personalized experiences 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 workflow, and internal support. The companies intend to expand this work over time as part of a broader, long-term collaboration.
About Anthropic
Anthropic is an AI security company that builds trusted, explainable, and operable AI systems. As a public benefit corporation, Anthropic conducts leading-edge AI research while prioritizing safety through empirical testing and responsible development. The company’s mission is to ensure that humanity benefits from transformative AI – a commitment that shapes every product, including the cloud.
