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company

Addepar

Portfolio data and analytics platform used by wealth managers to aggregate client holdings and produce performance reporting.

Current clusters

invest3 publishers

Anthropic's advisor plugin ships with nine wealthtech incumbents supplying the data behind it

Anthropic's Claude for Financial Advisors went live with nine wealthtech partners feeding data into it, among them Charles Schwab and BlackRock. Each is now supplying a workflow surface Anthropic controls.

Perspective Coverage

3 publishers
Builder
Builder 25%
Operator
Operator 42%
Investor
Investor 33%

Reality

Evidence55
Adoption18
Hype gap+35
Incentives82
Confidence62