Wealth and investment management — Revenue
Broadridge Financial Solutions Wealth and investment management — Revenue increased by 7.3% to $192.80M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 10.4%, from $174.70M to $192.80M. Over 4 years (FY 2021 to FY 2025), Wealth and investment management — Revenue shows an upward trend with a 6.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase indicates successful client acquisition, higher platform adoption, or expanded service utilization within the wealth management sector, while a decrease may signal competitive pressure or client attrition.
Detailed definition
This metric represents the total recurring fee revenue generated by the wealth and investment management business segmen...
Peer comparison
Comparable to segment-specific recurring revenue metrics in fintech or financial services software providers, often benchmarked against SaaS subscription growth rates.
br_segment_wealth_and_investment_management_revenuesHistorical Data
| Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $129.00M | $130.80M | $145.90M | $133.00M | $140.00M | $136.00M | $138.20M | $142.70M | $143.20M | $153.90M | $143.00M | $159.30M | $143.40M | $146.20M | $160.60M | $174.70M | $179.30M | $178.80M | $179.70M | $192.80M |
| QoQ Change | — | +1.4% | +11.5% | -8.8% | +5.3% | -2.9% | +1.6% | +3.3% | +0.4% | +7.5% | -7.1% | +11.4% | -10.0% | +2.0% | +9.8% | +8.8% | +2.6% | -0.3% | +0.5% | +7.3% |
| YoY Change | — | — | — | — | +8.5% | +4.0% | -5.3% | +7.3% | +2.3% | +13.2% | +3.5% | +11.6% | +0.1% | -5.0% | +12.3% | +9.7% | +25.0% | +22.3% | +11.9% | +10.4% |
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Frequently Asked Questions
- What is Broadridge Financial Solutions's wealth and investment management — revenue?
- Broadridge Financial Solutions (BR) reported wealth and investment management — revenue of $192.80M in Q1 2026.
- How has Broadridge Financial Solutions's wealth and investment management — revenue changed year-over-year?
- Broadridge Financial Solutions's wealth and investment management — revenue increased by 10.4% year-over-year, from $174.70M to $192.80M.
- What is the long-term trend for Broadridge Financial Solutions's wealth and investment management — revenue?
- Over 4 years (2021 to 2025), Broadridge Financial Solutions's wealth and investment management — revenue has grown at a 6.3% compound annual growth rate (CAGR), from $517.50M to $660.80M.
- What does wealth and investment management — revenue mean?
- The total recurring revenue earned from providing technology and communication services to wealth and investment management clients.