{"id":33454,"date":"2026-05-10T05:06:04","date_gmt":"2026-05-10T05:06:04","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/33454\/"},"modified":"2026-05-10T05:06:04","modified_gmt":"2026-05-10T05:06:04","slug":"inside-the-anthropic-openai-deals-that-are-reshaping-wall-street-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/33454\/","title":{"rendered":"Inside the Anthropic, OpenAI Deals That Are Reshaping Wall Street"},"content":{"rendered":"\n

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The lines between Silicon Valley and Wall Street are blurring fast.<\/p>\n

Both Anthropic and OpenAI, the makers of Claude and ChatGPT, made massive inroads with Wall Street and traditional financial systems this week.<\/p>\n

Anthropic announced a $1.5 billion joint venture Monday with Goldman Sachs, Blackstone and Hellman & Friedman to help enterprises adopt AI more effectively. The deal landed Anthropic direct access to hundreds of portfolio companies across PE firms, said Will Trout, Datos Insights\u2019 director of securities and investments. \u201cThat\u2019s a distribution moat most [software-as-a-service] vendors would kill for.\u201d<\/p>\n

That same day, OpenAI announced raising more than $4 billion from firms including Brookfield Asset Management, Advent and Bain Capital to launch a similar enterprise-focused effort. The premise for both deals is that you can\u2019t wait for enterprises to adopt AI, Trout added. \u201cGoldman Sachs as an anchor investor [is] signaling Wall Street credibility, not just capital.\u201d<\/p>\n

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READ ALSO:\u00a0How to Create a \u2018Tax Planning Mindset\u2019 Instead of a Checklist\u00a0<\/a>\u00a0and\u00a0What to Do When Clients Struggle With Gambling Issues<\/a><\/p>\n

Partnership Play <\/p>\n

During an Anthropic event Tuesday, CEO Dario Amodei argued that Wall Street\u2019s AI buildout is essential and that SaaS companies that don\u2019t embrace generative tech might not survive. He was accompanied on stage by none other than Jamie Dimon, a huge tell, Trout said. \u201cWhen the CEO of JPMorgan is publicly excited about a tool, it signals confidence, not just in Claude\u2019s capability, but in the business relationship,\u201d he said. \u201cThat\u2019s what these announcements telegraph.\u201d<\/p>\n

Other tech companies like Microsoft and Google are also making noise, but they\u2019re not anchoring ventures with PE firms at the same scale. \u201cYou need to embed engineers and deployment muscles inside their operations,\u201d Trout said.<\/p>\n

Anthropic also announced another partnership this week, alongside new tech rollouts, highlighting the firm\u2019s growing influence on Wall Street:<\/p>\n

On Monday, it revealed a partnership with Fidelity National Information Services that will include building AI tools to investigate money laundering and fraud.<\/p>\n

Anthropic also launched 10 AI agents Tuesday designed to automate routine work across financial services. The tools are aimed at banks, asset managers, and insurers, but could end up benefitting advisors as well.<\/p>\n

\u201cClient meeting prep, financial planning, tax-aware rebalancing, tax-loss harvesting, investment proposals, client reports; that is the day-to-day reality of running a wealth practice,\u201d said Jack Morgan, vice president at Rise Growth Partners.<\/p>\n

Explain It Like I\u2019m 5. Wealth.com co-founder Danny Lohrfink said AI is \u201cmoving from novelty to infrastructure,\u201d noting the potential for more integrated planning. Those insights, however, will\u00a0 need to be easy to explain, govern and use in client conversations. \u201cFaster isn\u2019t enough,\u201d he told Advisor Upside.<\/p>\n

This post first appeared on The Daily Upside<\/a>. To receive financial advisor news, market insights, and practice management essentials, subscribe to our free Advisor Upside<\/a> newsletter.<\/p>\n","protected":false},"excerpt":{"rendered":"Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built…\n","protected":false},"author":2,"featured_media":33455,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[53,9457,1296,17599,157,701],"class_list":["post-33454","post","type-post","status-publish","format-standard","has-post-thumbnail","category-anthropic","tag-anthropic","tag-bain-capital","tag-goldman-sachs","tag-hellman-friedman","tag-openai","tag-wall-street"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/33454","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=33454"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/33454\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/33455"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=33454"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=33454"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=33454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}