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Schwab brings Claude for Financial Advisors and Wealth.com's Ester into Schwab Advisor Center, and invests in Nevis
Charles Schwab said Claude for Financial Advisors is now available through Schwab Advisor Center, making it the first RIA custodian to bring Anthropic's advisor-specific AI to independent firms. Ester, a new tax and estate planning tool from Wealth.com, is also now available in Schwab Advisor Center. Schwab also formed a strategic partnership with Nevis, an AI operating platform for RIAs, and invested in the company.
RIAs that custody with Schwab can now reach advisor-specific AI, tax and estate tooling and an AI ops layer from inside the custodian platform they already use.
Source
Charles Schwab · pressroom.aboutschwab.com · Found in the news · source checked Oct 28, 2026
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