
About BNY Pershing
BNY Pershing is a Business Services company founded in 1939. Financial services for custody, clearing, and advisory solutions in wealth management. It operates in the Business Services and Financial Services sectors. BNY Pershing has completed 1 acquisition, including Optimal Asset Management. BNY Pershing offers products and services including Custody Solutions and Advisory Solutions. Its focus areas include Wealth Management, Custody and Clearing, Advisory Solutions and Investment Solutions. Its legal entity is Pershing LLC.
Company details
BNY Pershing is identified as a provider of custody, clearing, and advisory solutions that assist wealth professionals in navigating market trends and regulations. Services are delivered through platforms like Wove and NetX, which facilitate data integration and efficiency for advisors, institutions, and investors. Insights are generated from data collected from over 100 wealth managers to address topics such as alternative investments and profitability. The company operates globally with a focus on enhancing processes for economic wellbeing, while risks and uncertainties are acknowledged in forward-looking statements.
- SectorsBusiness ServicesFinancial Services
- Website pershing.com
- Social LinkedIn Facebook
- Legal Name Pershing Llc
- Investments & Acquisitions
Products & Services of BNY Pershing
BNY Pershing offers a comprehensive portfolio of products and services, including Custody Solutions and Advisory Solutions.
Custody and clearing services are provided to power business growth and manage costs for advisors and institutions.
Advisory solutions are offered to simplify the management of holistic wealth programs, including technology and investment support.
Apps and channels of BNY Pershing
BNY Pershing publishes 1 mobile app with over 50K+ downloads.
People of BNY Pershing
704 people are tracked at BNY Pershing (498 in leadership, 11 in board & advisors, 195 in team).
| Name | Role | Group |
|---|---|---|
Shilpa J. | Vice President, Sr Software Engineer | Leadership |
Rajesh Balasubramanian | Vice President | Leadership |
Vineeth M Sadanandan | Vice President | Leadership |
Godfred Mensah. Mba | Vice President-fund Accounting And Administration(etf) | Leadership |
Michael Oliveira | Head Of Product Owners Platform Team | Leadership |
Narayana Prasad | Director, Product Management | Leadership |
Manish Vyas | Director | Leadership |
Rohan Chikorde | Vice President - Genai, AI Agents And Machine Learning | Leadership |
Sonia Kataria | Director, Engineering Strategy, Analytics, And Execution, Office Of The CIO | Leadership |
Rajashree Datta | Chief Risk Officer | Leadership |
Jaime Delgado | Vice President Specialist Fund Accounting | Leadership |
phil pavia-davis | senior vice president | Leadership |
Dexter Wilson | Senior Director, Strategic Partnerships | Leadership |
Steve Pragaspathy | Director - Technology Services-network Engineering | Leadership |
Jay Mahmood | Director, Controls Hub | Leadership |
Lik Shien | Head Of Marketing & Communications, Asia Pacific | Leadership |
Sara Butcher | Vice President, Social Media Manager | Leadership |
Sudish Lambodara Panicker | Managing Director | Leadership |
Hani Kablawi | Head of International & Chairman of EMEA | Leadership |
Robin Vince | President & CEO | Leadership |
684 more people are available in the full profile.
Complete people profiles for BNY Pershing
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Investments & Acquisitions by BNY Pershing
BNY Pershing has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Optimal Asset Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment management services are provided to clients. | optimalam.com | Los Altos, United States | 2012 | Dec 2021 | β’β’β’β’ |
Complete acquisition details for BNY Pershing
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Timeline of BNY Pershing
2 dated milestones of BNY Pershing across 82 years, from founding to its latest funding, stage changes and deals.
- Founded BNY Pershing is founded.
- Acquisition Acquires Optimal Asset Management.
Web traffic of BNY Pershing
Websites that share an audience with BNY Pershing (pershing.com).
Websites whose visitors overlap most with BNY Pershing. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ssginstitutional.com | 100% | 1.2K | View details | ||
| dominickanddominick.com | 100% | View details | |||
| infinexgroup.com | 98% | View details | |||
| advisorgroup.com | 89% | 3.6K | #5,168,502 | View details | |
| scivantage.com | 83% | View details | |||
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 12 similar websites and full traffic analytics for BNY Pershing
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- Audience overlap
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Related news about Bny Pershing
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Frequently Asked Questions about BNY Pershing
BNY Pershing was founded in 1939.
BNY Pershing is identified as a provider of custody, clearing, and advisory solutions that assist wealth professionals in navigating market trends and regulations. Services are delivered through platforms like Wove and NetX, which facilitate data integration and efficiency for advisors, institutions, and investors. Insights are generated from data collected from over 100 wealth managers to address topics such as alternative investments and profitability. The company operates globally with a focus on enhancing processes for economic wellbeing, while risks and uncertainties are acknowledged in forward-looking statements.
BNY Pershing offers Custody Solutions and Advisory Solutions.
BNY Pershing has made 1 acquisition, including Optimal Asset Management.
BNY Pershing operates through Pershing Llc.
Yes. BNY Pershing publishes NetXInvestor, with over 50,000 downloads.
