Stifel Working with Anthropic to Reimagine Its Dashboard Platform with Claude
Key Highlights
- ➤Stifel (SF) partners with Anthropic to reimagine its advisor Dashboard platform
- ➤Stifel will use Claude, Claude Code, and Claude Design across the firm
- ➤Stifel reported approximately $577 billion in client assets as of September 30, 2026
Expert Statements
Ronald J. Kruszewski, Chairman and Chief Executive Officer of Stifel Financial Corp.
“Our financial advisors are at the center of everything we do”
Ronald J. Kruszewski, Chairman and Chief Executive Officer of Stifel Financial Corp.
“Providing them with exceptional technology is an important part of helping them deliver outstanding service to their clients.”
Ronald J. Kruszewski, Chairman and Chief Executive Officer of Stifel Financial Corp.
“Dashboard is a platform our advisors know, value, and have told us they want to see evolve.”
Ronald J. Kruszewski, Chairman and Chief Executive Officer of Stifel Financial Corp.
“We are excited to work with Anthropic and leverage its innovation and capabilities to reimagine this important platform for the future.”
Ronald J. Kruszewski, Chairman and Chief Executive Officer of Stifel Financial Corp.
“This collaboration reflects our commitment to listening to our advisors, investing in the tools they rely on, and continually improving the technology experience across Stifel.”
Peter Nolan, Head of Asset and Wealth Management at Anthropic
“We are working with Stifel to bring the power of Claude to its advisor platform”
Peter Nolan, Head of Asset and Wealth Management at Anthropic
“This work advances Stifel’s vision of using AI to complement human judgment and helps advisors deliver even greater value to clients.”
ST. LOUIS, Mo. and LAS VEGAS, Nov. 10, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that it is working with Anthropic to reimagine and enhance the company’s Dashboard platform. The widely used system has long played a critical role in how Stifel financial advisors manage their practices and serve clients. The announcement was made today at Blueprint 2026, Stifel’s annual innovation conference for its financial advisors.
In addition to using Claude, Claude Code, and Claude Design across the firm, the collaboration represents a major step forward in the future of the advisor workspace. Stifel will apply its understanding of advisor workflows with Anthropic’s innovative technology and AI capabilities to modernize the Dashboard experience while preserving the functionality and familiarity that have made it intuitive and popular.
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