Stifel works with Anthropic to rebuild its advisor Dashboard

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Published Wednesday, November 11, 2026 · 12:18 AM EST

Stifel said it is working with Anthropic to modernize Dashboard, the platform its financial advisors use to manage their practices and serve clients. The firm announced the collaboration on November 10 at its Blueprint 2026 conference. Stifel plans to combine its advisor workflows with Anthropic's AI capabilities while preserving Dashboard's existing functionality and familiarity. The firm also uses Claude, Claude Code and Claude Design across its operations. Stifel serves clients through more than 400 U.S. offices and had approximately $577 billion in client assets as of September 30, 2026.

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