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Monday, October 26, 2026 · Today’s edition, 6:30 a.m. ETMon, Oct 26 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Claude

In network coverage since September 10, 2026 · 13 stories
1Deals on our tracker
Deal recordFull tracker →
Oct 4, 26Fund launchAnthropic — coverage
Network coverage
The Allocation

S&P Global opens iLEVEL data to Copilot and Claude

The rollout includes an MCP connector and carries existing permissions. Pricing and availability were not disclosed.
Practice management · Oct 22Devon Klumb tells advisors to expect AI questions before meetings
Private Equity · Oct 21Navatar adds two-way Claude links to PE deal records
M&A · Oct 8Alaris CEO Allen Darby bets AI will cut RIA sale valuations
Practice management · Oct 5Anthropic announces Claude for Financial Advisors; provider list remains unnamed
M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself
The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell
The Advisor's Note · Sep 22Schwab's Q4 connector turns AI access into a custody term
Practice management · Sep 18Claude's advisor plug-in closes the integration gap and opens a meter
The Close · Sep 17The client record is the expensive part of plain-language AI.
Practice management · Sep 17Claude for advisors hits the workflow wall
The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced
Practice management · Sep 10XYPN buys AI-search access; the credibility behind AI answers accrues slowly
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