NewEdge Capital Group, LLC (“NewEdge” or the “firm”) today shared an update on the fast-growing momentum behind its firmwide collaboration with Anthropic. In the weeks since advisors and staff across NewEdge Advisors and NewEdge Wealth gained full access to Claude, adoption has moved quickly — with a growing number of advisors already building and using custom tools to support their practices and serve clients.
NewEdge Capital Group is comprised of NewEdge Advisors, the firm’s growth-oriented RIA supporting entrepreneurial financial advisors nationwide, and NewEdge Wealth, an RIA specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients.
“The power of AI can’t be limited to individual cases or point solutions if we expect it to revolutionize the way we serve clients, grow our firm and shape the future of our industry,” said James Jesse, CEO of NewEdge. “Collaborating with Anthropic at this moment provides our advisors with access to the best tools available and the ability to leverage the strength of this tool to build their businesses, enhance operations and provide an even greater level of personalized service to clients.”
“What’s happened since we offered this out to our advisors has gone beyond what any of us expected,” said Alex Goss, Co-Founder and CEO of NewEdge Advisors. “We built the framework and gave advisors the access, and they’ve taken it further, faster, than we could have built for them. That’s the real story here, not that we gave them the tool, but what they’ve already accomplished with it.”
Advisors Are Already Putting It to Work for Clients
Since gaining access, advisors across the network have moved quickly to fold Claude into their own day-to-day work, turning hours of preparation and analysis into minutes. Early use cases span the full arc of an advisor’s workflow: distilling lengthy financial plans and meeting notes into concise briefings advisors use to prepare for client conversations, in minutes rather than hours. Advisors are building retirement roadmaps that give them a clearer, more visual framework for structuring planning discussions. Dense insurance and annuity contract language is being translated into plain-English explanations advisors can use directly in client conversations. And the amount of time it takes to build a client webinar is being cut down from hours to minutes. Advisors have also turned the tool toward their own firms’ client-facing presence, using it to review and refresh client-facing materials and communications, further evidence that adoption is happening from the ground up, not only at the corporate level.
“The paradox of wealth is that the more complex a family’s life becomes — more entities, more advisors, more moving pieces — the less clarity they often have,” said John Straus, Jr., an advisor and Founding Partner of NewEdge Wealth. “Claude allows us to go deeper — pulling in more data, testing more scenarios, stress-testing more assumptions — while still handing our clients something they value immensely: clarity, not complexity.”
What’s Next
NewEdge is continuing to invest in advisor enablement, including a growing library of Claude best-practices resources, a series of webinars showcasing more advisor use cases, and forums for advisors to collaborate and exchange ideas and examples of how they are utilizing Claude to improve the client experience, meaningfully impact their practices, and innovate for the future of the industry.
“NewEdge is showing what it looks like to put Claude in the hands of every advisor,” said Eleanor Dorfman, Head of Commercial Sales and Private Equity at Anthropic. “From meeting briefs to financial plans and retirement roadmaps to translating annuity contract language, their team is using Claude so advisors can spend more of their time with clients. We’re excited to keep building on our work with NewEdge as they set the pace for AI-native wealth management.”
About NewEdge Capital Group
NewEdge Capital Group represents a fundamental reimagining of what a financial services firm can be when it’s designed by Advisors for Advisors. As an invitation-only firm for already successful advisors, resources are focused on helping top-performing advisors reach the next level in their careers. NewEdge provides exceptional talent, cutting-edge technology and institutional-grade resources that create a structural advantage for elite advisors and their clients.
NewEdge Capital Group services multiple business lines and supports over 550 financial advisors servicing several thousand households, family offices and institutions. NewEdge Capital Group, LLC, is a Barron’s Top 100 RIA Firm, Forbes’ America’s Top RIA Firm and CNBC Elite Advisor.*
Advisory services provided by NewEdge Advisors, LLC and NewEdge Wealth, LLC, our registered investment advisers. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. For more information, visit www.newedgecapitalgroup.com.
*Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24–3/31/25. The CNBC Elite Advisors award was issued by CNBC on June 22, 2026. Award criteria and methodology are determined solely by CNBC in partnership with AccuPoint Solutions and Cerulli Associates. This recognition is not indicative of future performance and should not be construed as an endorsement of NewEdge Wealth or NewEdge Capital Group by CNBC or any affiliated entity. Neither NewEdge Capital Group nor its employees pay a fee in exchange for these rankings.
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