Schwab Advisor Services™ Expands AI Inside Schwab Advisor Center and Across the Third-Party Solutions RIAs Use
Schwab Advisor Services announced new AI offerings for RIAs: Claude for Financial Advisors via Anthropic, the Ester tax and estate planning tool from Wealth.com, and a strategic partnership and investment in AI operations platform Nevis. Schwab is the first RIA custodian to offer Anthropic's advisor-specific AI inside Schwab Advisor Center, which serves more than 17,000 independent RIAs. Ester runs at no cost until February 2027, with a paid offering beginning in Q1 2027; Nevis will focus early on streamlining client onboarding workflows.
Key figures
- Ria count
- more than 17,000
- Api investment years
- nearly 15 years
AI analysis
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