Stifel Financial Corp. said it is working with Anthropic on an AI-assisted redesign of Dashboard, a project aimed at updating software its financial advisors use while preserving familiar functions.
The company announced the project Tuesday, Nov. 10, at Blueprint 2026, its annual innovation conference for financial advisors. Stifel said the work will pair its understanding of advisor workflows with Anthropic’s AI capabilities.
The firms plan to update the platform while keeping functions advisors already know. Stifel also said it uses Claude, Claude Code and Claude Design across the company.
Peter Nolan, Anthropic’s Head of Asset and Wealth Management, said the effort supports Stifel’s aim to use AI alongside advisors’ judgment and help them serve clients. Stifel reported about $577 billion in client assets as of Sept. 30 and said it serves clients through more than 400 U.S. offices.
