Core Insights - Siebert Financial Corp. has been included in the Russell 2000 Index, effective after the U.S. market closed on June 27, 2025, following the annual reconstitution of the Russell U.S. Indexes [1][3] - The inclusion reflects Siebert's strategic transformation and its focus on technology and financial innovation, including a recent $50 million at-the-market offering to support initiatives in AI, digital assets, and potential acquisitions [2][3] - The company has made a significant investment in FusionIQ to enhance its technology strategy, providing modular digital wealth solutions for advisors and clients [2][3] Company Overview - Siebert Financial Corp. is a diversified financial services company, a member of the NYSE since 1967, and was founded by Muriel Siebert, the first woman to own a seat on the NYSE [4][5] - The company operates through various subsidiaries, offering a full range of brokerage and financial advisory services, including securities brokerage, investment advisory, and insurance offerings [5] Industry Context - Russell indexes are widely utilized by investment managers and institutional investors for index funds and as benchmarks for active investment strategies, with approximately $10.6 trillion in assets benchmarked against the Russell U.S. indexes as of June 2024 [3] - FTSE Russell, the global index provider, calculates thousands of indexes that cover 98% of the investable market globally, with about $18.1 trillion benchmarked to its indexes [6]

Core Points - Siebert Financial Corp. has been included in the 2025 Preliminary Russell U.S. Indexes reconstitution, effective after U.S. market closing on May 23, 2025, with the new indexes taking effect after market close on June 27, 2025 [1] - The inclusion in the Russell Index is seen as a recognition of Siebert's strategic progress and innovation aimed at building lasting value for the next generation of investors [2] - As of June 2024, approximately $10.6 trillion in assets are benchmarked against the Russell U.S. Indexes, which are maintained by FTSE Russell, a leading global index provider [2] Company Overview - Siebert Financial Corp. 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 [3] - The company operates through various subsidiaries, providing a full range of brokerage and financial advisory services, including securities brokerage, investment advisory, insurance offerings, and corporate stock plan administration [4] - Siebert has a history of valuing its clients, shareholders, and employees for over 55 years [4] Industry Context - FTSE Russell is a global leader in index provision, calculating thousands of indexes that measure and benchmark markets and asset classes in over 70 countries, covering 98% of the investable market globally [5] - Approximately $18.1 trillion is benchmarked to FTSE Russell indexes, which are widely used by institutional and retail investors for performance benchmarking and investment product creation [5]