Claude for Financial Services
AgentsAnthropic's packaged offering for finance teams: Claude with connectors to data providers like S&P, PitchBook and Daloopa, plus skills for comps, DCFs, due diligence and memo drafting. It is aimed at firms that want Claude deployed with finance data built in.
Visit anthropic.com ↗Key features
- Claude with financial data connectors
- Prebuilt skills for modeling and diligence
- Claude Code for building internal tools
- Enterprise security and compliance
Pricing
Consumer plans from free to $200/month; enterprise via sales
Pricing page ↗ · checked Oct 13, 2026
Who it's for
All investor types and firm operationsLinks
- Official site ↗ anthropic.com
- Pricing page ↗ claude.com
Use cases featuring Claude for Financial Services
No sourced use cases yet. The daily scan will add them as they appear.
Videos
Profile last checked Oct 14, 2026.
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On the map: The public markets & hedge fund AI stack, in General AI assistants.
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