Anthropic is dramatically expanding its footprint in financial services, launching a suite of pre-built AI agents for the world’s largest banks and debuting Claude Opus 4.7 — its most capable model for financial work yet. The announcements, made Tuesday at the company’s invite-only event in New York, cap a 48-hour blitz that signals Anthropic isn’t just selling AI software to banks. It’s building the infrastructure, the deployment mechanism, and relationships in the financial industry to become the operating layer for Wall Street.
The strategy has two tracks: one aimed at the largest institutions, giving them tools to configure and run AI agents themselves; the other aimed at the mid-market, using a new private equity-backed joint venture to embed Claude directly into company operations. Together, they represent perhaps the most aggressive push yet by any AI company to capture financial services end-to-end.
The era of consumer-app land grabs is giving way to something more durable for frontier AI labs: enterprise revenue. For both OpenAI and Anthropic, winning paying clients across industries — banks, law firms, software companies, healthcare systems, government agencies — has become the load-bearing pillar of the business model. Enterprise contracts offer what consumer subscriptions cannot: high-margin, multi-year commitments; deep integration into mission-critical workflows that make switching costs real; and usage volumes that justify the staggering capital expenditures these labs are pouring into compute. Anthropic in particular has leaned hard into this positioning, building Claude’s reputation around reliability, safety, and coding performance — qualities that matter far more to a Fortune 500 CIO than to a casual user.
Just one day before Tuesday’s product announcement, Anthropic unveiled a $1.5 billion joint venture with Blackstone, Hellman & Friedman, and Goldman Sachs to create a new AI-native enterprise services firm — essentially a forward-deployed engineering operation that puts Claude at the core of how mid-sized companies actually run. Anthropic, Blackstone, and Hellman & Friedman are each contributing roughly $300 million, with Goldman Sachs at $150 million; Apollo Global Management, General Atlantic, Leonard Green, GIC, and Sequoia Capital also participated. (The Wall Street Journal reported on the $1.5 billion figure, which Anthropic has not confirmed.)
“Enterprise demand for Claude is significantly outpacing any single delivery model,” Anthropic CFO Krishna Rao said in announcing the joint venture. The vehicle gives Anthropic a direct pipeline into the portfolios of some of the world’s largest PE firms — a distribution channel no software vendor has previously had at this scale.
Tuesday’s product announcement filled in what that joint venture will actually be deploying — a set of purpose-built financial services agents now available on top of Claude Opus 4.7. The announcement, made Tuesday at the company’s invite-only “Briefing: Financial Services” event in New York, came alongside the first-ever shared stage appearance of Anthropic CEO Dario Amodei and JPMorganChase Chairman and CEO Jamie Dimon. The two discussed what AI means for markets, the workforce, and the global economy.
Tuesday’s product launch filled in what the joint venture will actually be deploying. At the core is a library of roughly 10 pre-built AI agents designed for the most labor-intensive workflows in finance: pitchbooks and earnings analysis, credit memos, underwriting, KYC, month-end close, statement audits, and insurance claims.
Each agent ships as a reference architecture — complete with the skills, connectors, and subagents needed to run that workflow out of the box. Firms can then adapt them to their own modeling conventions, risk policies, and internal approval chains. Once configured, an agent can run as a plugin within Claude’s Cowork and Claude Code environments alongside human analysts, or as a Claude Managed Agent, in which Anthropic handles the secure production infrastructure.
Anthropic is also rolling out full Microsoft 365 integration, enabling Claude to function as a single agent across Excel, PowerPoint, Word, and Outlook — carrying context across all four applications simultaneously. Add-ins for Excel, PowerPoint, and Word became generally available today.
The integration is a significant move for financial services firms, where analysts spend a large portion of their day toggling between spreadsheets, slide decks, and email.
The announcement also includes new connectors to data sources already embedded in financial workflows. Verisk, Third Bridge, Fiscal AI, Dun & Bradstreet, Experian, GLG, Guidepoint, and IBISWorld all join an existing roster that includes LSEG, S&P Capital IQ, Morningstar, and PitchBook.
The marquee data partnership: Moody’s is embedding its full platform into Claude as a native app, enabling users to analyze credit ratings and risk data for more than 600 million companies without leaving the Claude interface.
Underpinning all of it is Claude Opus 4.7, which Anthropic says now leads Vals AI’s Finance Agent benchmark with a score of 64.4% and tops the GDPval-AA evaluation for economically valuable knowledge work.
Since first launching Claude for Financial Services in July 2025 and expanding the platform later that year, Anthropic has placed Claude into production at JPMorganChase, Goldman Sachs, Citi, AIG, Visa, and others.
Tuesday’s event also featured an onstage panel with Peter Zaffino, CEO of AIG; Marco Argenti, CIO of Goldman Sachs; and Lori Beer, CIO of JPMorganChase, discussing their institutions’ AI journeys.
For this story, Fortune journalists used generative AI as a research tool. An editor verified the accuracy of the information before publishing. This story will be updated with remarks from the live event.
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