NewEdge Turns Firmwide AI Access into Client-Ready Innovation in Weeks
Advisors Across the Firm Are Already Reshaping Client Meetings, Planning and Communications
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.”
