Siebert Financial Corp. Announces Strategic Partnership with the Academy Veteran Bond ETF (VETZ) to Expand Veteran-Focused Financial Solutions and Education

Rhea-AI Summary

Siebert Financial Corp (NASDAQ: SIEB) announced a strategic partnership with Academy Asset Management to expand veteran-focused investment solutions and education.

Key elements: SIEB will include Academy’s Veteran Bond ETF (NYSE: VETZ) in its newly launched Patriot Portfolio, make targeted allocations across select advisory and investment programs, and collaborate on co-branded financial education, military investor empowerment, and veteran storytelling across Siebert media platforms including the podcast Tactical Wealth. Siebert and Academy will ring the NYSE Closing Bell on Veterans Day, Nov 11, 2025.

Insights

Strategic Partnerships Analyst

Partnership expands veteran-focused product distribution and media reach but has limited direct financial detail.

Siebert Financial will add Academy’s Veteran Bond ETF (VETZ) to its Patriot Portfolio and allocate across select advisory and investment programs, creating a direct distribution and marketing channel for a veteran-focused fixed-income ETF. The firms will co-produce financial education and storytelling content and plan joint media showcases, which couples product placement with brand-building on Siebert’s platforms and via a planned NYSE Closing Bell event on November 11, 2025.

Key dependencies include the size and timing of actual allocations, client uptake in Siebert’s advisory channels, and measurable audience engagement for the media initiatives; none of those figures are disclosed. Risks are execution-related: allocation scale could be modest, and media projects have uncertain commercial impact. Watch for concrete metrics: announced allocation amounts or fund flow figures, timing and scope of co-branded content, and any subsequent disclosure of advisory program changes over the next 30-90 days.

NEW YORK, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Siebert Financial Corp. (NASDAQ: SIEB) today announced a strategic partnership with the Academy Veteran Bond ETF (VETZ) managed by Academy Asset Management, the first post-9/11 veteran-owned and operated asset manager, to expand veteran-focused investment solutions, financial literacy initiatives, and media content supporting U.S. service members, veterans, and their families.

As part of the partnership, Siebert will include Academy’s Veteran Bond ETF (NYSE: VETZ) in its newly launched Patriot Portfolio and will make targeted allocations across select advisory and investment programs. The firms will also collaborate on co-branded financial education, military investor empowerment, and veteran storytelling across Siebert media platforms, including the podcast Tactical Wealth, as well as explore showcasing veteran-owned companies connected to VETZ in media projects currently in development with major streaming networks.

Mark Malek, Chief Investment Officer, Siebert Financial Corp., commented:
“This partnership reflects our commitment to supporting those who have served our nation with impactful investment opportunities. Including VETZ within our Patriot Portfolio strengthens our offering and aligns with our mission to help the veteran community build long-term wealth.”

To commemorate the partnership and honor America’s veterans, representatives from Siebert and Academy will participate together in the New York Stock Exchange Closing Bell ceremony on Veterans Day, November 11.

“Academy was built by veterans with a mission to support the military community through investment access and employment.” said Seth Rosenthal, CFA, Chief Investment Officer, Academy Asset Management “We are thrilled to partner with Siebert, whose Patriot Portfolio initiative and media platforms will help accelerate our shared mission and honor the service of our nation’s veterans, including at the New York Stock Exchange this Veterans Day.”

Kaj Larsen, President of Military Investing at Siebert Financial Corp., and former U.S. Navy SEAL added: “America’s veterans bring discipline, resilience, and leadership to everything they do, including investing. Partnering with Academy allows us to empower veterans in the financial markets, share their stories, and expand financial opportunities for those who have worn the uniform. Ringing the bell together at the NYSE on Veterans Day is a powerful symbol of our shared commitment.”

Academy Asset Management brings deep institutional fixed-income expertise and a mission-driven veteran ecosystem, supported by a Geopolitical Intelligence Group comprising retired Admirals, Generals, and senior national security leaders.

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About Siebert Financial Corp.
Siebert is a diversified financial services company and has been a member of the NYSE since 1967, when Muriel Siebert became the first woman to own a seat on the NYSE and the first to head one of its member firms.

Siebert operates through its subsidiaries Muriel Siebert & Co., LLC, Siebert AdvisorNXT, LLC, Park Wilshire Companies, Inc., RISE Financial Services, LLC, Siebert Technologies, LLC, StockCross Digital Solutions, Ltd., and Gebbia Media LLC. Through these entities, Siebert provides a full range of brokerage and financial advisory services, including securities brokerage; investment banking and capital markets services; investment advisory and insurance offerings; securities lending; corporate stock plan administration solutions; in addition to entertainment and media productions. For over 55 years, Siebert has been a company that values its clients, shareholders, and employees. More information is available at www.siebert.com.

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Cautionary Note Regarding Forward-Looking Statements

The statements contained in this press release that are not historical facts, including statements about our beliefs and expectations, are “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements preceded by, followed by or that include the words “may,” “could,” “would,” “should,” “believe,” “expect,” “anticipate,” “plan,” “estimate,” “target,” “project,” “intend” and similar words or expressions. In addition, any statements that refer to expectations, projections, or other characterizations of future events or circumstances are forward-looking statements.
These forward-looking statements, which reflect beliefs, objectives, and expectations as of the date hereof, are based on the best judgment of management of Siebert. All forward-looking statements speak only as of the date on which they are made. Such forward-looking statements are subject to certain risks, uncertainties and assumptions relating to factors that could cause actual results to differ materially from those anticipated in such statements, including, without limitation, the following: economic, social and political conditions, global economic downturns, including those resulting from extraordinary events; changes and volatility in tariffs and trade policies; securities industry risks; interest rate risks; liquidity risks; credit risk with clients and counterparties; risk of liability for errors in clearing functions; systemic risk; systems failures, delays and capacity constraints; network security risks; competition; reliance on external service providers; new laws and regulations affecting Siebert’s business; net capital requirements; extensive regulation, regulatory uncertainties and legal matters; failure to maintain relationships with employees, customers, business partners or governmental entities; the inability to achieve synergies or to implement integration plans; and other consequences associated with risks and uncertainties detailed in Part I, Item 1A - Risk Factors of Siebert’s Annual Report on Form 10-K for the year ended December 31, 2024, and Siebert’s filings with the SEC.
Siebert cautions that the foregoing list of factors is not exclusive, and new factors may emerge, or changes to the foregoing factors may occur, that could impact its business. Siebert undertakes no obligation to publicly update or revise these statements, whether because of new information, future events or otherwise, except to the extent required by the federal securities laws.

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For media inquiries, please contact:

Deborah Kostroun

dkostroun@zitopartners.com

+1-201-403-8185

FAQ

What does the SIEB partnership with Academy mean for investors?

SIEB will include Academy’s Veteran Bond ETF (VETZ) in its Patriot Portfolio and make targeted allocations across advisory and investment programs.

Will Siebert (SIEB) add VETZ to its publicly marketed portfolios?

Yes. The announcement says VETZ will be included in Siebert’s newly launched Patriot Portfolio and allocated across select programs.

How will the SIEB–Academy partnership support veterans?

The firms will collaborate on co-branded financial education, military investor empowerment, veteran storytelling, and media projects for service members and families.

When will Siebert and Academy appear at the New York Stock Exchange?

Representatives from both firms will participate in the NYSE Closing Bell ceremony on Veterans Day, November 11, 2025.

Will Siebert feature veteran-owned companies with VETZ in media projects?

The companies said they will explore showcasing veteran-owned companies connected to VETZ in media projects currently in development with major streaming networks.

Which Siebert media channels will promote the partnership and veteran education?

The partnership will use Siebert media platforms, including the podcast Tactical Wealth, for financial literacy and veteran storytelling.