# Broadridge Financial Solutions **Source:** https://geo.sig.ai/brands/broadridge-financial-solutions **Vertical:** Manufacturing **Subcategory:** Enterprise **Tier:** Leader **Website:** broadridge.com **Last Updated:** 2026-04-14 ## Summary Lake Success NY financial market infrastructure (NYSE: BR) $6.1B FY2024 revenue; processes 80% of US proxy votes, 100M+ investor accounts, Itiviti acquisition, competing with Computershare and FIS. ## Company Overview 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. 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. 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. ## Frequently Asked Questions ### What does Broadridge Financial Solutions do? Broadridge Financial Solutions is a global fintech company that powers investing, governance, and communications for the financial services industry. The company operates through two main segments: Investor Communication Solutions (providing proxy voting, shareholder communications, and virtual meetings for 80% of U.S. outstanding shares) and Global Technology and Operations (trading platforms and wealth management technology facilitating $10+ trillion in daily securities trading). Broadridge processes over 7 billion communications annually and serves banks, broker-dealers, asset managers, wealth managers, and public companies across 21 countries. ### Who are Broadridge's customers and target market? Broadridge serves approximately 1,100 broker-dealer clients, hundreds of asset management and wealth management firms, thousands of public companies, and financial institutions globally. Primary customers include major banks and broker-dealers requiring proxy and shareholder communications services, institutional investors and asset managers needing trading and portfolio management platforms, wealth management firms seeking digital engagement tools, and public companies requiring investor communications and corporate governance solutions. The company's clients represent the full spectrum of financial services from retail brokerage to institutional trading. ### When was Broadridge Financial Solutions founded? Broadridge traces its origins to 1962 when it was established as ADP Brokerage Services Group, a business unit of Automatic Data Processing (ADP). After 45 years of development within ADP, the modern Broadridge Financial Solutions was created on March 30, 2007, when ADP completed a spinoff of its entire shareholder communications and brokerage services business. The company began trading as an independent public company headquartered in Lake Success, New York, under founding CEO Richard J. Daly. ### Where is Broadridge Financial Solutions headquartered? Broadridge Financial Solutions is headquartered at 5 Dakota Drive, Suite 300, Lake Success, New York 11042, USA. The company maintains 19 office locations throughout the United States, including major facilities in Pittsburgh, Pennsylvania. Internationally, Broadridge operates offices in London (United Kingdom), Singapore, and has subsidiaries in Switzerland (Broadridge Suisse S.A.), India (Broadridge Financial Solutions India Private Limited), and numerous other countries, with presence across 21 nations and over 14,600 employees worldwide. ### What is Broadridge's financial performance? In fiscal year 2024 (ending June 30, 2024), Broadridge reported annual revenue of $6.51 billion, representing 7.36% year-over-year growth. The company achieved 7% organic revenue growth and maintains a market capitalization of approximately $29 billion with 117 million shares outstanding. Broadridge employs 14,600 people globally. The company controls an estimated 80% of North American proxy processing market share and over 50% of global equity trade processing, demonstrating dominant market positions in its core businesses. ### What makes Broadridge different from competitors? Broadridge differentiates through dominant market positions (80% of U.S. proxy processing, 50%+ of global equity trading), comprehensive end-to-end solutions across the financial services value chain, and aggressive strategic acquisition strategy (38 acquisitions since 2007, including $2.5B Itiviti deal). The company's unique Service-Profit Chain culture directly connects employee engagement to client satisfaction and shareholder value. Broadridge's scale is unmatched, processing 7 billion communications and facilitating $10+ trillion in daily trading. The company ranks #3 on IDC Fintech Rankings and was named a Leader in wealth management technology, demonstrating innovation leadership. ### Who are Broadridge's main competitors? Broadridge's primary competitors include SS&C Technologies (especially after SS&C acquired DST Systems), Fiserv (financial services technology and payments), FIS/Fidelity National Information Services (banking and payment technology), Infosys and Cognizant (technology outsourcing), SimCorp (investment management solutions), ISS/Institutional Shareholder Services (proxy advisory), and BNY Pershing (wealth solutions). In wealth management technology, competitors include Envestnet and other specialized providers. However, Broadridge maintains dominant positions in proxy processing (80% North American market share) and significant share in trading platforms following the Itiviti acquisition. ### How can I contact Broadridge Financial Solutions? You can contact Broadridge Financial Solutions through their global headquarters at 5 Dakota Drive, Suite 300, Lake Success, NY 11042, USA. For general inquiries, visit their contact page at broadridge.com or marketplace.broadridge.com/marketplace/home/contactus. For career opportunities, visit their careers portal at broadridge.wd5.myworkdayjobs.com/Careers. For investor relations, visit broadridge-ir.com. For specific product inquiries, regional offices can be contacted in London (193 Marsh Wall, Isle of Dogs, London E14 9SG, UK) or Singapore (30 Raffles Place, #30-01, Singapore 048622). ### Is Broadridge hiring? Yes, Broadridge actively recruits across all functional areas with over 265 job openings currently available globally. The company offers a 10-week Summer Internship Program beginning in June 2026 for high-potential students seeking experience in Financial Technology (FinTech). Positions span technology (including zOS MQ Senior Systems Programmer, Senior Incident Manager), sales (Inside Sales Representative), product management, finance/accounting, digital transformation consulting, and client services. Offices with active hiring include Newark NJ, New York NY, Brentwood NY, and international locations. Visit broadridge.wd5.myworkdayjobs.com/Careers to explore opportunities. ### What's the latest news about Broadridge? Recent highlights include: Broadridge announced acquisition of Acolin in July 2025 to accelerate modernization in cross-border European fund distribution; acquired Signal in August 2025 to expand global digital communications in the UK; was named a Leader in the inaugural IDC MarketScape Wealth Management Technology Services 2025 assessment in December 2025; appointed Ashima Ghei as CFO in December 2024; acquired AdvisorTarget in 2024 to expand digital distribution capabilities; and expanded Tom Carey's role to include Enterprise Product Management oversight in July 2025, demonstrating continued innovation and strategic growth. ### What is Broadridge's market position? Broadridge holds dominant market positions as the #3 fintech company on IDC Fintech Rankings (2024) and Leader in IDC MarketScape for Wealth Management Technology (2025). The company controls approximately 80% of North American proxy processing market share, provides proxy services for 80% of outstanding shares in the United States, and processes over 50% of global equity trades. With 1,100 broker-dealer clients, $6.51 billion in annual revenue, and $29 billion market capitalization, Broadridge is the undisputed leader in investor communications and a major player in trading technology and wealth management platforms. ### What are Broadridge's future plans? Broadridge's strategic priorities include: expanding global footprint through acquisitions like Acolin (European fund distribution) and Signal (UK digital communications); advancing AI-powered solutions like Investor Insights launched in 2024; modernizing wealth management technology following AdvisorTarget acquisition and IDC Leader recognition; enhancing trading and connectivity platforms building on the $2.5B Itiviti acquisition; driving digital transformation of shareholder communications beyond traditional proxy services; and continuing the acquisition strategy that has delivered 38 deals since 2007. CEO Tim Gokey is focused on 7%+ organic growth while integrating strategic acquisitions to strengthen competitive moats in core markets. ## Tags b2b, saas, hr-tech, public, global, enterprise, manufacturing --- *Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*