Broadridge is a global technology leader powering financial services, wealth management, and capital markets. The company provides an extensive suite of infrastructure software that supports trading, clearing, regulatory compliance, data processing, and omni-channel customer communications. Broadridge’s systems underpin some of the world’s most complex financial workflows, helping institutions reduce operational risk, automate processes, and scale efficiently. Its platforms support multi-asset post-trade operations, shareholder governance, wealth advisory solutions, and high-volume client communications. With a diverse global client base, Broadridge enables firms to modernize technology stacks, navigate evolving regulations, and drive digital transformation.
What Is Broadridge and What Does It Do?
Broadridge, founded in 2007 in Nassau (United States), is a global provider of financial technology and customer communication solutions. It supports institutions across capital markets, wealth management, banking, and insurance with mission-critical infrastructure that streamlines operations and regulatory workflows.
Broadridge employs over 14,600 people, delivering platforms that power global trading, customer communications, governance, and regulatory reporting.
The company provides multi-asset post-trade systems, proxy management solutions, digital investor engagement tools, wealth advisory software, AI-enabled communications, and workflow automation products. Its solutions help firms reduce risk, comply with regulation, modernize technology architectures, and operate at global scale with high resiliency and reliability.
How Much Funding Has Broadridge Raised?
1. Conventional Debt
- Amount Raised: $1.5B
- Date: April 04, 2019
- Motivation: Strengthen liquidity, support acquisitions, and accelerate investment in financial infrastructure and regulatory technology.
Total Funding Raised: $1.5B
Latest Funding Date: April 2019
Key Investors
1. Back Bay Group
- Details: Strategic investor supporting enterprise technology and financial services companies.
- Investment Focus Areas: FinTech, enterprise SaaS, financial infrastructure.
- Notable Investments: Broadridge, FIS, SS&C Technologies, Clearwater Analytics, Kyriba.
2. Zühlke
- Details: Innovation and investment firm backing high-growth B2B technology companies.
- Investment Focus Areas: Cloud software, engineering, digital transformation, financial services.
- Notable Investments: Onfido, Thought Machine, Fenergo, Tink, Broadridge.
3. Bain Capital Ventures
- Details: Major venture firm investing in category-leading enterprise and financial technology.
- Investment Focus Areas: FinTech, SaaS, data infrastructure.
- Notable Investments: LinkedIn, Flywire, Clari, AvidXchange, Tessian.
4. BlackRock
- Details: World’s largest asset manager with strategic positions in market infrastructure firms.
- Investment Focus Areas: Financial services, market infrastructure, enterprise systems.
- Notable Investments: Coinbase, Tradeweb, Broadridge, Enfusion, Fiserv.
5. T. Rowe Price
- Details: Global investment firm with a deep portfolio in large-scale financial and enterprise technology.
- Investment Focus Areas: Public tech companies, financial services platforms.
- Notable Investments: Airbnb, Snowflake, Palantir, Broadridge, Zoom.
Where Is Broadridge’s Headquarters?
Broadridge is headquartered in Nassau, United States, a strategic location that allows the company to operate as a global financial technology hub. Its position enables access to a strong East Coast talent ecosystem while maintaining proximity to major capital markets, regulatory centers, and financial institutions across New York, Boston, and Washington D.C.
What’s Next for Broadridge?
Broadridge is expected to expand its AI-driven regulatory technology, modernize post-trade systems with cloud-native architectures, and strengthen digital investor engagement. The company is enhancing wealth management platforms, scaling global proxy management infrastructure, and investing heavily in intelligent document automation. Future priorities also include expanding multi-asset trading support, improving operational resilience, and deepening partnerships with global banks and capital market leaders to accelerate industry-wide digital transformation.
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