Rockefeller Capital Management Partners With Anthropic to Build AI-Enabled Wealth Management Platform for $212B AUM Firm

Rockefeller Capital Management — responsible for $212 billion in client assets across its Global Family Office, Investment Management, and Investment Banking businesses — announced it will embed Anthropic's Claude into advisor workflows targeting client meeting intelligence, operational tasks, and internal support functions. Both firms signaled plans to extend the scope over time. The deal adds a major traditional wealth manager to Claude's enterprise roster and was announced the same week as Anthropic's Fable 5 launch.