Siebert Financial Joins Russell 2000 Index, Bolstering Growth Strategy with Tech Investments

Siebert Financial Corp has been included in the Russell 2000 Index, reflecting its strategic transformation and push into technology and financial innovation. The company recently launched an at-the-market offering to support AI, digital assets, and potential acquisitions, and made a key investment in FusionIQ to enable modular digital wealth solutions. Inclusion in the Russell 2000 aligns with Siebert's aggressive growth strategy and reflects its ongoing evolution to be ready for future developments.

Siebert Financial Corp. (NASDAQ: SIEB) has achieved a significant milestone with its inclusion in the Russell 2000 Index, effective June 27, 2025. This recognition reflects the company's strategic transformation and aggressive push into technology and financial innovation.

The company's recent initiatives underscore its commitment to growth and innovation. In June, Siebert launched an at-the-market (ATM) offering of up to $50 million to support strategic initiatives in AI, digital assets, and potential acquisitions [1]. Additionally, the company made a key investment in FusionIQ to enhance its digital wealth management capabilities for advisors and clients.

The Russell 2000 Index is widely recognized as a benchmark, with approximately $10.6 trillion in assets tracked against Russell US indexes as of the end of June 2024 [1]. Inclusion in this index signifies a vote of confidence from the investment community and highlights Siebert's potential for growth and innovation.

John J. Gebbia, Chief Executive Officer of Siebert Financial Corp., stated, "Inclusion in the Russell 2000 reflects our ongoing strategic transformation. We’re deploying new capital, investing in AI and digital assets, and forming lasting partnerships to achieve this goal. Siebert is constantly evolving to be ready for what’s next."

This move aligns with Siebert's long-term strategy to leverage technology and innovation to stay competitive in the financial services industry. With a diversified range of services, including securities brokerage, investment advisory, and digital wealth solutions, Siebert is positioning itself to capitalize on emerging trends in the financial sector.

References:
[1] https://www.globenewswire.com/news-release/2025/07/01/3108311/0/en/Siebert-Financial-Joins-Russell-2000-Index-Strengthens-Growth-Strategy-with-Tech-Investments.html