Broadridge Financial Solutions
Broadridge Financial Solutions is a global financial technology leader that provides critical infrastructure for investing, corporate governance, and communications. The company delivers technology-driven solutions that power the entire trade lifecycle, manage shareholder communications, and facilitate regulatory compliance for financial institutions and public companies. Its core value proposition centers on the 'mutualization' of non-differentiating functions, allowing clients to reduce costs and complexity through shared SaaS-based platforms.
Financials
Based on Q3 2026 filing
Revenue
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View metricBusiness Segments
Investor Communication Solutions
primaryThe company's largest segment, providing a comprehensive suite of regulatory, data-driven, and customer communication services. It manages the proxy voting process, regulatory report distribution, and omni-channel customer engagement for corporate issuers and mutual funds.
ProxyEdge, ShareLink, Virtual Shareholder Meeting, Broadridge Communications Cloud, Tailored Shareholder Reports, Pass-Through Voting
Banks, Broker-dealers, Corporate issuers, Mutual funds, Asset managers, Healthcare companies, Utilities
Global Technology and Operations
majorProvides mission-critical SaaS infrastructure for capital markets and wealth management. The segment automates the front-to-back transaction lifecycle, including order execution, clearing, settlement, and portfolio accounting.
Broadridge Trading and Connectivity Solutions, Distributed Ledger Repo (DLR), BondGPT, OpsGPT, Securities Industry Services (SIS)
Capital markets firms, Wealth management firms, Hedge funds, Prime brokers, Investment advisors
Segment Financials
Investor Communication Solutions — Revenue
View metricCustomer communications — Revenue
View metricInvestor Communication Solutions — Other direct expenses
View metricGlobal Technology and Operations — Revenue
View metricGlobal Technology and Operations — Additions
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Competitive Position
Broadridge holds a leading position in the proxy processing market and serves as a central hub for the beneficial proxy process, supporting the majority of primary dealers in the U.S.
Geographies
North America, EMEA, APAC
Customer Segments
Financial Institutions, Public Corporations, Institutional Investors, Retail Investors
Upstream Dependencies
Cloud infrastructure providers, Data center operators, Software developers, Paper and print material suppliers
Downstream Customers
Global investment banks, Retail brokerage firms, Publicly traded corporations, Retirement plan administrators
Competitors & Partners
Competitors
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Partners
Intercontinental Exchange
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Sets reimbursement rates and fees for proxy services provided by intermediaries like Broadridge
The Depository Trust and Clearing Corporation
Central depository through which Broadridge coordinates beneficial owner data and voting rights
Subsidiaries
Itiviti Holding AB
Acquired entity now operating as Broadridge Trading and Connectivity Solutions
Broadridge Business Process Outsourcing, LLC
Registered broker-dealer providing outsourcing and mutual fund processing
Matrix Trust Company
Colorado state chartered trust company providing custodial and trustee services
Broadridge Financial Solutions FAQ
Common questions about Broadridge Financial Solutions
Broadridge Financial Solutions is a global financial technology leader that provides critical infrastructure for investing, corporate governance, and communications. The company delivers technology-driven solutions that power the entire trade lifecycle, manage shareholder communications, and facilitate regulatory compliance for financial institutions and public companies. Its core value proposition centers on the 'mutualization' of non-differentiating functions, allowing clients to reduce costs and complexity through shared SaaS-based platforms.
Broadridge Financial Solutions (BR) has a market capitalization of $17.3B and trades on NYSE.
Broadridge Financial Solutions generated $7.3B in trailing twelve-month revenue with net income of $1.1B, representing a net margin of 15.0%. Gross margin stands at 31.3%, with free cash flow of $1.3B. These figures are based on the Q1 2026 filing.
Broadridge Financial Solutions's key competitors include FIS, SS&C Technologies, Broadcom Inc. Common Stock, and others. These companies compete in similar markets and product categories.
Broadridge Financial Solutions has approximately 14,700 employees.