Siebert Financial Joins Russell 2000 Index, Strengthens Growth Strategy with Tech Investments
Siebert Financial Corp. (NASDAQ: SIEB) has achieved a significant milestone with its inclusion in the Russell 2000 Index, effective June 27, 2025. The company is executing a strategic transformation focused on technology and financial innovation through multiple initiatives.
Key developments include the launch of a $50 million at-the-market (ATM) offering to fund strategic initiatives in AI, digital assets, and potential acquisitions. Additionally, Siebert has made a strategic investment in FusionIQ to enhance its digital wealth management capabilities for advisors and clients.
The Russell 2000 Index is a widely recognized benchmark with approximately $10.6 trillion in assets tracked against Russell US indexes as of June 2024.
Siebert Financial Corp. (NASDAQ: SIEB) ha raggiunto un traguardo importante con la sua inclusione nell'indice Russell 2000, a partire dal 27 giugno 2025. L'azienda sta portando avanti una trasformazione strategica incentrata sulla tecnologia e l'innovazione finanziaria attraverso diverse iniziative.
Tra gli sviluppi principali vi è il lancio di un'offerta at-the-market (ATM) da 50 milioni di dollari per finanziare iniziative strategiche nell'ambito dell'intelligenza artificiale, degli asset digitali e di potenziali acquisizioni. Inoltre, Siebert ha effettuato un investimento strategico in FusionIQ per potenziare le sue capacità di gestione patrimoniale digitale rivolte a consulenti e clienti.
L'indice Russell 2000 è un riferimento ampiamente riconosciuto, con circa 10,6 trilioni di dollari in asset monitorati rispetto agli indici Russell US a giugno 2024.
Siebert Financial Corp. (NASDAQ: SIEB) ha alcanzado un hito significativo con su inclusión en el índice Russell 2000, vigente desde el 27 de junio de 2025. La empresa está llevando a cabo una transformación estratégica centrada en la tecnología y la innovación financiera mediante múltiples iniciativas.
Entre los desarrollos clave se encuentra el lanzamiento de una oferta at-the-market (ATM) de 50 millones de dólares para financiar iniciativas estratégicas en inteligencia artificial, activos digitales y posibles adquisiciones. Además, Siebert ha realizado una inversión estratégica en FusionIQ para mejorar sus capacidades de gestión patrimonial digital para asesores y clientes.
El índice Russell 2000 es un referente ampliamente reconocido, con aproximadamente 10,6 billones de dólares en activos rastreados frente a los índices Russell US a junio de 2024.
Siebert Financial Corp. (NASDAQ: SIEB)는 2025년 6월 27일부터 발효되는 러셀 2000 지수에 포함되는 중요한 이정표를 달성했습니다. 이 회사는 여러 이니셔티브를 통해 기술과 금융 혁신에 중점을 둔 전략적 변화를 실행하고 있습니다.
주요 발전 사항으로는 AI, 디지털 자산 및 잠재적 인수 합병을 위한 전략적 이니셔티브 자금 조달을 위해 5천만 달러 규모의 ATM(시장가 발행) 공모를 시작한 점이 있습니다. 또한 Siebert는 자문사와 고객을 위한 디지털 자산 관리 역량 강화를 위해 FusionIQ에 전략적 투자를 진행했습니다.
러셀 2000 지수는 2024년 6월 기준 약 10.6조 달러 규모의 자산이 러셀 미국 지수와 연동되어 추적되는 널리 인정받는 벤치마크입니다.
Siebert Financial Corp. (NASDAQ : SIEB) a franchi une étape importante avec son inclusion dans l'indice Russell 2000, effective à partir du 27 juin 2025. L'entreprise mène une transformation stratégique axée sur la technologie et l'innovation financière à travers plusieurs initiatives.
Parmi les développements clés figure le lancement d'une offre au marché (ATM) de 50 millions de dollars pour financer des initiatives stratégiques en intelligence artificielle, actifs numériques et acquisitions potentielles. De plus, Siebert a réalisé un investissement stratégique dans FusionIQ afin de renforcer ses capacités de gestion de patrimoine numérique pour les conseillers et clients.
L'indice Russell 2000 est une référence largement reconnue, avec environ 10,6 trillions de dollars d'actifs suivis par rapport aux indices Russell US en juin 2024.
Die Siebert Financial Corp. (NASDAQ: SIEB) hat mit ihrer Aufnahme in den Russell 2000 Index, wirksam ab dem 27. Juni 2025, einen bedeutenden Meilenstein erreicht. Das Unternehmen führt eine strategische Transformation durch, die sich auf Technologie und finanzielle Innovationen durch verschiedene Initiativen konzentriert.
Zu den wichtigsten Entwicklungen gehört die Einführung eines 50-Millionen-Dollar-At-the-Market (ATM)-Angebots, um strategische Initiativen in den Bereichen KI, digitale Vermögenswerte und potenzielle Akquisitionen zu finanzieren. Darüber hinaus hat Siebert eine strategische Beteiligung an FusionIQ getätigt, um seine digitalen Vermögensverwaltungsfähigkeiten für Berater und Kunden zu verbessern.
Der Russell 2000 Index ist ein weithin anerkannter Benchmark mit etwa 10,6 Billionen Dollar an Vermögenswerten, die im Juni 2024 gegen die Russell US-Indizes verfolgt werden.
- Inclusion in the Russell 2000 Index, increasing visibility and potential institutional investment
- Launch of $50 million ATM offering to fund strategic growth initiatives
- Strategic investment in FusionIQ to enhance digital wealth management capabilities
- Potential dilution from the $50 million ATM offering
NEW YORK and MIAMI, July 01, 2025 (GLOBE NEWSWIRE) -- Siebert Financial Corp. (NASDAQ: SIEB) today announced its inclusion in the Russell 2000 Index, effective after the U.S. market closed on June 27, 2025, following the annual Russell U.S. Indexes reconstitution.
The milestone aligns with Siebert’s aggressive push into technology and financial innovation. In June, the company launched an at-the-market (ATM) offering of up to
John J. Gebbia, Chief Executive Officer of Siebert Financial Corp., said: “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.”
Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. According to data as of the end of June 2024, about
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 advisory and insurance offerings, securities lending, and 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.
About FTSE Russell
FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering
For more information, visit FTSE Russell.
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 the 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 resulting from extraordinary events; 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 as a result of new information, future events, or otherwise, except to the extent required by the federal securities laws.
Media Contact:
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deborah@zitopartners.com
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