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Private Wealth Daily
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In network coverage since September 4, 2026 · 11 stories
Network coverage
Practice management

Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

The directory's 244 listings include 123 agents and 121 MCP servers, following a September wave of official connectors from wealthtech platforms.
Practice management · Oct 13Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems
Moves · Sep 23Callan Family Office hires a data chief to own the client record
Practice management · Sep 21Schwab's Q4 connector is where Claude's advisor pitch gets tested
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
Practice management · Sep 17Claude for advisors hits the workflow wall
The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced
RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time
Practice management · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
Practice management · Sep 4Envestnet's $35M Tamarac surge is a retention play
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