# Stifel Taps Anthropic's Claude to Reimagine Dashboard for Its Financial Advisors

> Stifel is working with Anthropic to rebuild its advisor Dashboard using Claude, Claude Code and Claude Design.

- Published: 2026-11-10T17:39:46+00:00
- Section: Partnerships
- Author: News Desk
- URL: https://newsforagent.com/news/2026-11-10/stifel-anthropic-advisor-dashboard
- Source: [Stock Titan](https://www.stocktitan.net/news/SF/stifel-working-with-anthropic-to-reimagine-its-dashboard-platform-hs2i4zdxgrle.html)

## Key takeaways

- Stifel Financial is working with Anthropic to reimagine its Dashboard platform for financial advisors using Claude, Claude Code and Claude Design.
- Stifel serves clients from more than 400 offices across the U.S. with approximately $577 billion in client assets as of September 30, 2026.
- Anthropic's Peter Nolan said the work advances Stifel's vision of using AI to complement human judgment.

Stifel Financial is working with Anthropic to reimagine its Dashboard platform, the system its financial advisors use to manage their practices, the firm announced at its Blueprint 2026 innovation conference. Stifel serves clients from more than 400 offices across the U.S. with approximately $577 billion in client assets as of September 30, 2026, [Stock Titan](https://www.stocktitan.net/news/SF/stifel-working-with-anthropic-to-reimagine-its-dashboard-platform-hs2i4zdxgrle.html) reported.

## How Stifel Plans to Use Claude

[Stifel Financial](https://akta.pro/company-profiles/0004o98/stifel-financial) said it will use Claude, Claude Code and Claude Design across the firm as part of the collaboration. The firm said it will apply its understanding of advisor workflows alongside Anthropic's technology to modernize the Dashboard experience while preserving the functionality and familiarity advisors already rely on.

"Dashboard is a platform our advisors know, value, and have told us they want to see evolve," said Ronald J. Kruszewski, Stifel's chairman and chief executive officer. "We are excited to work with Anthropic and leverage its innovation and capabilities to reimagine this important platform for the future."

[Anthropic](https://akta.pro/company-profiles/0000002/anthropic) is the maker of Claude. Peter Nolan, head of asset and wealth management at Anthropic, said: "This work advances Stifel's vision of using AI to complement human judgment and helps advisors deliver even greater value to clients."

## Stifel's Client Assets and Advisor Additions

Stifel reported $579.7 billion in client assets as of May 31, 2026, a 16% increase year over year, and $238.7 billion in fee-based client assets, up 20%, according to akta.pro [company records](https://akta.pro/company-data). The same records list $550 billion in assets under management as of December 31, 2025.

The records also show Stifel completed its acquisition of B. Riley Employee Advisors in April 2025, adding 36 financial advisors to its wealth management platform.

## Stifel's Recent Conference Lineup

Stifel's 2026 Healthcare Conference in New York runs November 10-12, 2026, with Daré Bioscience CEO Sabrina Martucci Johnson presenting on November 11 and OKYO Pharma CEO Robert J. Dempsey presenting on November 12, according to Business & Financial. Median Technologies will attend the same conference, with Chairman Oran Muduroglu in a fireside chat on November 12 from 8:00 to 8:30 a.m. ET, The future of trading reported.

Palomino Laboratories will take part in the Stifel Deep Tech Forum on December 7, 2026, with CEO Dr. Jeff Shealy as a featured panelist, Stock Titan reported.

## Companies in this story

- [Stifel Financial company profile](https://akta.pro/company-profiles/0004o98/stifel-financial) · website: http://www.stifel.com
- [Anthropic company profile](https://akta.pro/company-profiles/0000002/anthropic) · website: https://www.anthropic.com

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