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Company Overview
About Broadridge Financial Solutions
Broadridge Financial Solutions, Inc. is a Lake Success, New York-based financial technology company — publicly traded on the New York Stock Exchange (NYSE: BR) as an S&P 500 Financials component — providing investor communications, proxy processing, regulatory compliance reporting, capital markets trading infrastructure, and wealth management technology to banks, broker-dealers, asset managers, and public companies through approximately 14,000 employees in 21 countries. In fiscal year 2024 (ending June 2024), Broadridge reported revenues of $6.1 billion and adjusted earnings per share of $8.00, with Investor Communication Solutions (ICS — proxy processing, regulatory mailings, shareholder communications for 6,000+ public companies and 100+ million investor accounts) generating the largest revenue segment and Governance, Technology and Infrastructure (GTI — fixed income trade processing, equity and derivatives clearing, wealth management platform) generating growth. CEO Tim Gokey has positioned Broadridge as mission-critical financial market infrastructure: Broadridge processes approximately 80% of all US equity proxy votes, manages post-trade operations for trillions of dollars of daily securities transactions, and operates the technology backbone of thousands of financial institutions' investor communications programs — making Broadridge as embedded in global capital markets operations as SWIFT is in international wire transfers. The 2023 acquisition of Itiviti (capital markets trading and analytics technology, $2.5 billion acquisition) expanded Broadridge's global capital markets footprint into European and Asian equities trading technology.
Business Model & Competitive Advantage
Broadridge's financial market infrastructure model creates extraordinary competitive durability through the regulatory mandate and network effects of proxy processing: when a public company (Apple, ExxonMobil, any of the 6,000+ Broadridge-served issuers) holds its annual shareholder meeting, SEC regulations require mailing or electronic delivery of proxy materials to every registered and street-name shareholder — Broadridge serves as the intermediary processing proxy distributions through broker-dealers (Fidelity, Schwab, TD Ameritrade) who hold shares in street name for retail investors, executing the regulatory obligation that issuers cannot practically fulfill independently. No public company's investor relations team can build an alternative to Broadridge's proxy distribution network without recreating relationships with 1,000+ broker-dealers — Broadridge's proxy market share is effectively permanent absent regulatory restructuring. The wealth management technology platform (BNY Mellon's PERSHING platform runs on Broadridge infrastructure, supporting $2+ trillion in AUM) creates deep integration with financial institutions' operational infrastructure.
Competitive Landscape 2025–2026
In 2025, Broadridge competes in proxy processing, capital markets technology, and wealth management platforms against AST (private, transfer agent services), Computershare (ASX: CPU, Australian-listed transfer agent and proxy services), and FIS (NYSE: FIS, capital markets and wealth management technology) for new capital markets technology contracts, wealth management platform migrations, and corporate governance technology mandates. The growth in retail shareholder participation — index fund growth has concentrated share ownership in institutional holders (BlackRock, Vanguard, State Street) while retail brokerage democratization has expanded individual investor counts — increases Broadridge's proxy distribution volume as more shareholders require notice-and-access communications. Broadridge's digital communications transformation (converting paper proxy mailings to digital notifications under SEC notice-and-access rules) reduces Broadridge's per-communication cost while maintaining fee revenue from issuers, expanding margins as digital delivery displaces print-and-mail. The 2025 strategy focuses on capital markets infrastructure revenue growth (Itiviti integration synergies, NYFIX FIX connectivity network expansion), wealth management platform new client wins, and digital communications adoption acceleration to expand profit margins on investor communications revenue.
The Broadridge Financial Solutions Story
Founders
Recent Activity
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Major milestones in Broadridge Financial Solutions's journey
Leadership Team
Meet the leaders behind Broadridge Financial Solutions
Tim Gokey
Mr. Gokey became CEO in January 2019 after serving as President, Chief Operating Officer, and Chief Corporate Development Officer. He has led Broadridge's transformation through major acquisitions including Itiviti ($2.5B), strategic expansion into wealth management technology, and consistent revenue growth exceeding 7% annually.
Richard J. Daly
Mr. Daly served as CEO of Broadridge from its 2007 spinoff from ADP until 2019, establishing the company as an independent fintech leader. As Executive Chairman, he continues to provide strategic guidance drawing on his extensive experience building the company over more than two decades.
Chris Perry
Mr. Perry was appointed President of Broadridge in March 2020, previously serving as Corporate Senior Vice President, Global Sales, Marketing and Client Solutions from 2014 to 2020. He oversees global operations and strategic initiatives driving client growth and market expansion.
Ashima Ghei
Ms. Ghei was appointed CFO in December 2024, having previously served as Interim CFO and Chief Financial Officer of Broadridge's $4.5 billion Investor Communication Solutions segment. She brings deep financial expertise and operational knowledge to the executive team.
Hope Jarkowski
Ms. Jarkowski joined Broadridge as Chief Legal Officer in May 2024, overseeing legal, compliance, regulatory, and government affairs functions. She previously served as General Counsel at the New York Stock Exchange, bringing extensive financial services regulatory expertise.
Tom Carey
Mr. Carey has led Broadridge's Global Technology & Operations segment since 2018. In 2024, his role expanded to include oversight of India operations, and in July 2025, he also assumed responsibility for Enterprise Product Management, driving technology innovation across the platform.
Eileen K. Murray
Ms. Murray joined the Broadridge Board in 2022 and was appointed Lead Independent Director in 2024. She brings extensive financial services and technology leadership experience to guide the company's strategic direction and governance.
Key Differentiators
Market Leader
Broadridge Financial Solutions is recognized as a market leader in the Manufacturing sector, demonstrating strong industry presence and customer trust.
Enterprise Scale
With $6.1B in revenue, Broadridge Financial Solutions operates at enterprise scale with proven market validation.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
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