Broadridge Financial Solutions

Broadridge Financial Solutions, Inc. is an American multinational financial technology company headquartered in Lake Success, New York, with a remarkable heritage tracing back to 1962 when it was founded as ADP Brokerage Services Group. After 45 years of growth within Automatic Data Processing (ADP), the company spun off in March 2007 to become an independent public company. Today, Broadridge stands as a global fintech powerhouse with fiscal year 2024 revenues of $6.51 billion, a market capitalization of approximately $29 billion, and over 14,600 employees across 21 countries.

The company operates through two primary business segments: Investor Communication Solutions (ICS) and Global Technology and Operations (GTO). The ICS segment dominates shareholder communications in North America, providing proxy services for approximately 80% of outstanding shares in the United States and serving around 1,100 broker clients. This division delivers over 7 billion communications annually, including proxy statements, annual reports, virtual annual meetings, and regulatory communications. The GTO segment provides trading platforms, wealth management technology, asset management solutions, and capital markets infrastructure that underpin the daily trading of more than $10 trillion in securities globally.

Broadridge has distinguished itself through aggressive strategic acquisitions, completing 38 acquisitions since its 2007 independence, including 8 in the last five years. The company's largest acquisition to date was the 2021 purchase of Sweden-based Itiviti for $2.5 billion, which significantly expanded its trading and connectivity offerings. Other notable acquisitions include DST Systems' North America Customer Communications unit (2016), which provided addressing information for about 75% of all public company shareholders in North America, and recent additions like Acolin (2025), Signal (2025), AdvisorTarget (2024), and CompSci Resources (2024).

Under the leadership of CEO Tim Gokey, who took the helm in January 2019, and President Chris Perry, Broadridge has achieved impressive growth with fiscal 2024 revenue reaching $6.51 billion, representing 7.36% year-over-year organic growth. The company controls an estimated 80% of North American proxy processing and over 50% of global equity trade processing, cementing its position as the #3 fintech company on the IDC Fintech Rankings in 2024. Broadridge's culture, guided by the Service-Profit Chain philosophy connecting employee engagement to client satisfaction and shareholder value, has earned Great Place to Work certification in 13 countries and an 80% employee satisfaction rating. As Broadridge continues to modernize financial services infrastructure through innovation in digital communications, wealth management technology, and capital markets solutions, it remains an indispensable partner to banks, broker-dealers, asset managers, wealth managers, and public companies worldwide.