Broadridge

Broadridge is a New York-based financial services company that provides fund budgeting, securities processing, loan trading, and related solutions for businesses. Read more

Tim Gokey's photo - CEO of Broadridge

CEO

Tim Gokey

CEO Approval Rating

85/100

Founded:

1962

Status:

PublicIndependent CompanyNYSEBR

BROADRIDGE TOP COMPETITORS OR ALTERNATIVES

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Fiserv is one of Broadridge's top rivals. Fiserv was founded in Brookfield, Wisconsin} in 1984. Fiserv is in the IT Services industry. Compared to Broadridge, Fiserv generates $10B more revenue.

ADP is Broadridge's #2 competitor. ADP was founded in 1949, and is headquartered in Roseland, New Jersey. ADP competes in the Internet Software industry. ADP generates $9.8B more revenue vs. Broadridge.

Paychex is a top competitor of Broadridge. Paychex's headquarters is in Rochester, New York, and was founded in 1971. Paychex operates in the Business Support Services industry. Paychex generates 81% of Broadridge's revenue.

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Broadridge Quarterly and Annual Revenue

Trailing 12-Months Trend (TTM)

Annual Revenue

$4.8B

Broadridge's revenue is the ranked 7th among it's top 10 competitors. The top 10 competitors average 6.2B. Over the last four quarters, Broadridge's revenue has grown by 2.1%. Specifically, in Q1 2021's revenue was $1.4B; in Q4 2020, it was $1.1B; in Q3 2020, it was $1B; in Q2 2020, Broadridge's revenue was $1.4B.

Broadridge Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
AdvisorStream Ltd.

Jun 2021

Source »
undisclosed
Advisorstream is a New York-based automated marketing platform that offers ROI tracking, compliance, customer support and related solutions to financial advisors.
Itiviti Group AB

Mar 2021

Source »
$2.5B
Itiviti is a Sweden-based fintech platform that offers electronic trading and connectivity solutions for capital markets.
FundsLibrary Limited

Jan 2020

Source »
undisclosed
FundsLibrary provides fund documents and data dissemination services to the asset management industry.
ClearStructure Financial Technology, LLC

Nov 2019

Source »
undisclosed
ClearStructure is a provider of investment, asset, debt and hedge funds management services for businesses.
Fi360, Inc.

Oct 2019

Source »
undisclosed
Fi360 is a provider of fiduciary-focused software, data and analytics solutions for financial advisors.

These are all the companies that Broadridge has acquired. Broadridge has acquired 40 companies and its latest acquisition was AdvisorStream Ltd. in Jun 2021. Advisorstream is a New York-based automated marketing platform that offers ROI tracking, compliance, customer support and related solutions to financial advisors.

Broadridge Funding History

Since Broadridge was founded in 1962, it has participated in 1 round of funding. In total Broadridge has raised $1.0B. Broadridge's funding round was on May 2021 for a total of $1.0B

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Post-IPO Debt
May 2021
$1B
-

Since Broadridge was founded in 1962, it has participated in 1 round of funding. In total Broadridge has raised $1.0B. Broadridge's funding round was on May 2021 for a total of $1.0B

Broadridge Investments

COMPANY

DESCRIPTION

AMOUNT

INVESTMENT DATE

ROUND

EXIT DATE

TIFIN is a New York-based platform that conceives, creates, and operates fintech companies in the areas of wealth management, investments, and personal finance.
$22.3M
Apr 19, 2021
Series B
-
LiquidX is an electronic exchange platform that enables finance professionals to transact the treasury management and working capital functions.
-
Nov 01, 2020
Equity
-
Unqork is a no-code application platform that provides process automation and UI development solutions to insurance and financial institutions.
$258.1M
Sep 17, 2020
Series C
-
Unqork is a no-code application platform that provides process automation and UI development solutions to insurance and financial institutions.
$22M
Apr 16, 2019
Series A
-
LiquidX is an electronic exchange platform that enables finance professionals to transact the treasury management and working capital functions.
$20M
Nov 01, 2018
Equity
-

These are all the companies that Broadridge has invested in. Broadridge has invested 40 companies and its latest investment was AdvisorStream Ltd. in Jun 2021. Advisorstream is a New York-based automated marketing platform that offers ROI tracking, compliance, customer support and related solutions to financial advisors.

Broadridge News

June 14, 2021Crowdfund Insider

Broadridge Acquires AdvisorStream, a Digital Engagement Solution for Wealth and Insurance Sectors

US-based Broadridge Financial Solutions (NYSE: BR), a tech solutions provider, revealed on Monday (Ju... See more »
June 14, 2021Fintech Switzerland

Broadridge Expands Wealth Management Capabilities with AdvisorStream Acquisition

Broadridge Financial Solutions, provider of investor communications, technology-driven solutions, and... See more »
June 10, 2021LeapRate

Broadridge acquires AdvisorStream

Broadridge's data foundation, together with AdvisorStream, will allow financial advisors to pinpoint ... See more »
June 10, 2021Zephyr Net

US Fintech Broadridge Partners with Amazon Web Services to Expand Private Market Hub, Leveraging DLT

US-based Broadridge Financial Solutions (NYSE: BR), a tech solutions provider, revealed on Wednesday ... See more »
June 9, 2021Finextra

Broadridge buys AdvisorStream

Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that it has ... See more »
June 9, 2021Wealth Adviser

Broadridge acquires AdvisorStream

Broadridge acquires AdvisorStream Submitted 09/06/2021 - 2:40pm Broadridge Financial Solutions, Inc, ... See more »
June 9, 2021FinTech InShorts

Announced That It Has Acquired Best New Advisor

Broadridge a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastr... See more »

Broadridge Press Releases

February 16, 2021PR Newswire

Broadridge to Participate in Upcoming Investor Events

/PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced the company will be particip... See more »
January 19, 2021centralcharts

Broadridge Schedules Webcast And Investor Conference Call To Review Second Quarter Fiscal Year 2021 Results On February 2, 2021

Broadridge Schedules Webcast And Investor Conference Call To Review Second Quarter Fiscal Year 2021 R... See more »
November 2, 2020GlobeNewswire

LiquidX Expands Strategic Relationship with Broadridge, Announces Multi-Year Investment

NEW YORK, Nov. 02, 2020 (GLOBE NEWSWIRE) -- LiquidX, the global network for working capital, trade fi... See more »
October 5, 2020Business Press 24

PPI AG and Broadridge Collaborate to Launch Payments-as-a-Service for the European Market

PPI AG, the Hamburg, Germany-based payments consultancy and supplier, has announced a collaboration w... See more »
July 29, 2020PR Newswire

New Report Reveals Keys to Better Serving Investors and Recovering Class Action Funds

NEW YORK, July 29, 2020 /PRNewswire/ -- Global class actions continue to expand in reach and complexi... See more »
May 28, 2020PR Newswire

Broadridge to Participate in the Piper Sandler Global Exchange & FinTech Conference

NEW YORK, May 28, 2020 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced that ... See more »

Broadridge Videos

April 19, 2018Broadridge Vimeo Channel

"ED01-Q02 Why AI important" on VIMEO

Broadridge is proud to be a Diamond Sponsor of SIFMA Ops 2018. Sign up for our workshop, From Bots to... See more »
April 19, 2018Broadridge Vimeo Channel

"ED01-Q05 Workshop" on VIMEO

Broadridge is proud to be a Diamond Sponsor of SIFMA Ops 2018. Sign up for our workshop, From Bots to... See more »
March 1, 2018Broadridge Vimeo Channel

"Global Post Trade Management Overview Video" on VIMEO

Cast: Broadridge Financial Solutions... See more »
June 27, 2017Broadridge Youtube Channel

"Ready for Next" on YOUTUBE

April 28, 2017Broadridge Youtube Channel

"Transition to Blockchain in Asia" on YOUTUBE

Social Media

Broadridge Headquarters

5 Dakota Drive Suite 300

Lake Success, New York11042

1-800-353-0103

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Broadridge Summary

ABOUT

Overview

Broadridge Financial Solutions, Inc. (NYSE: BR) provides technology solutions to the financial services industry. Broadridge is the leading provider of investor communications and technology-driven solutions for wealth management, asset management and...

CEO

Broadridge's CEO, Tim Gokey, currently has an approval rating of 85%. Broadridge's primary competitors are Fiserv, ADP & Paychex.

Frequently Asked Questions about Broadridge

  1. When was Broadridge founded?

    Broadridge was founded in 1962
  2. Who is Broadridge's CEO?

    Broadridge's CEO is Tim Gokey
  3. How much revenue does Broadridge generate?

    Broadridge generates $4.8B in revenue
  4. How much funding does Broadridge have?

    Broadridge has historically raised $1B in funding
  5. Where is Broadridge's headquarters?

    Broadridge's headquarters is in Lake Success New York, USA
  1. How many employees does Broadridge have?

    Broadridge has 11,000 employees
  2. What sector does Broadridge operate in?

    Broadridge is in Diversified Financial Services
  3. Who are Broadridge's competitors?

    Broadridge's top competitors are Fiserv, ADP, Paychex
  4. Who has Broadridge invested in?

    Broadridge's has invested in companies such as TIFIN, LiquidX, Unqork