$577B Wealth Firm Stifel Lets Anthropic’s Claude Rebuild Its Adviser Dashboard
Stifel, which looks after about $577 billion in client assets, is working with Anthropic to rebuild Dashboard, the platform its financial advisers use every day to run their practices, around Claude.
Key Takeaways
- Stifel and Anthropic will rebuild Dashboard, the platform Stifel advisers use to manage their practices and serve clients
- Stifel says it wants to keep the features and feel advisers already know while modernizing the platform
- Stifel serves clients from more than 400 U.S. offices with about $577 billion in client assets as of Sept. 30
- The firm already uses Claude, Claude Code and Claude Design across the company
Stifel announced the plan on Tuesday at Blueprint 2026, its yearly innovation conference for financial advisers. It did not give a timeline for the rollout.
Why Dashboard Matters
Dashboard is the screen Stifel advisers rely on to manage client relationships and their day-to-day work. Stifel says it will combine what it knows about how advisers work with Anthropic’s AI to modernize the platform, without throwing out the parts advisers already like.
“Dashboard is a platform our advisors know, value, and have told us they want to see evolve,” said Ronald Kruszewski, chairman and CEO of Stifel Financial.
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“We are working with Stifel to bring the power of Claude to its advisor platform,” said Peter Nolan, head of asset and wealth management at Anthropic.
Stifel is already a Claude customer. The firm said it uses Claude, the coding tool Claude Code and Claude Design across the company.
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