Claude for Financial Advisors 
Set up a new Claude Enterprise plan for your firm by September 30, 2026 and get a one-time $4,800 usage credit. Enterprise includes Claude access to chat, Cowork and Claude Code, plus the admin controls and audit logs regulated firms need.

How Enterprise pricing works:
  1. A fixed plan fee: $4,800 a year, flat, for up to 20 users. You can add more anytime for $20 per user per month.
  2. Variable usage: billed on top of the plan fee, based on how much your team uses Claude. That's typically $70–120 per user per month.
How the credit works
  • Anthropic is giving $4,800 in a one time usage credit to financial advisory firms, so your team can start using Claude right away. Usage draws down the credit first, then bills at standard rates.
  • Example: a firm with 8 users pays the $4,800 plan fee plus about $6,720–$11,520 a year in usage, and the first $4,800 of that usage is covered by the credit.
One credit per firm, for new Enterprise plans and Team -> Enterprise upgrades. The credit expires 6 months after it's applied.

Fill out the form below and an Anthropic team member will follow up to get you set up.
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Email *
First Name  *
Last Name *
Firm Name  *
Firm Website *
What is your firms Claude footprint today *
If you have a Team plan currently, please paste your org ID number below so we can upgrade your account in place to Enterprise. If you do not have a Team plan, please write "N/A"  *
Any other details you'd like to pass on to the Anthropic team? 
A copy of your responses will be emailed to the address you provided.
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