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iCapital, with Anthropic, to power AI‑driven client experience for alternatives, structured investments and annuities
Other - MAY 1, 2026

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iCapital, with Anthropic, to power AI‑driven client experience for alternatives, structured investments and annuities

by Released

iCapital, global fintech platform, has announced that it is working with Anthropic to advance the next phase of its artificial intelligence (AI) strategy. The integration of Anthropic’s Claude models reflects iCapital’s continued investment in platform capabilities and tools that support participants across the ecosystem and enhance client experience at scale.

The initiative is focused on applying advanced intelligence in a way that builds on iCapital’s existing platform, expanding how advisers, product providers and their clients engage with education, workflows and insights across the investment lifecycle.

“AI’s value isn’t novelty — it’s foundational to improving outcomes across the ecosystem and for those who rely on our platform every day,” said Lawrence Calcano, chairman and CEO of iCapital. “We chose to work with Anthropic because Claude’s capabilities align with the institutional-grade standards required to do that responsibly. Our AI stra

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