Broadridge Financial Services
Investor Communications
New York, New York

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Review

Overall Rank: 82
Category: Finance & Accounting
Category Rank: 8

Awards:

  • Top Software Company of 2021

Profile

Based in New York City, Broadridge Financial Services is a global financial technology leader that helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology, and data and analytics solutions. Spun off from ADT in 2007, the firm drives transformation with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. It is recognized as an invaluable partner for the world’s leading companies and financial institutions, providing essential investor communications tools and other technology-driven solutions.


Recently, the company announced a strategic partnership with The TIFIN Group to integrate and distribute some of the group’s fintech wealth solutions — an agreement that follows Broadridge’s 2021 investment in TIFIN, in a round that also included J.P. Morgan Asset Management and Morningstar. The firm is led by President and CEO Tim Gokey, an experienced executive within the company, boasting nearly 40 years in financial services. Under his leadership, Broadbridge has received accolades including “Best RegTech Solution” by the FTF News Technology Innovation Awards 2020 and “Best Outsourcing Provider” by the Waters Technology Asia Awards 2020.