BNY Pershing

Founded: 1939 • Age: 87 yrs
Financial services for custody, clearing, and advisory solutions in wealth management.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors - Brand Intelligence

About BNY Pershing

BNY Pershing is a company founded in 1939. BNY Pershing has completed 1 acquisition, including Optimal Asset Management. BNY Pershing offers products and services including Custody Solutions and Advisory Solutions.

  • Sectors
    Business Services
    Financial Services
  • Phone
    Locked
  • Social
    Locked
  • Legal Name Pershing Llc
Operational Areas
Business Services → Financial, Accounting & Compliance Services Unlock Sub-Sector Unlock Segment
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
  • Investments & Acquisitions
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Products & Services of BNY Pershing

BNY Pershing offers a comprehensive portfolio of products and services, including Custody Solutions and Advisory Solutions.

Product name locked
Category locked
Primary

Custody and clearing services are provided to power business growth and manage costs for advisors and institutions.

Product name locked
Category locked
Locked

Advisory solutions are offered to simplify the management of holistic wealth programs, including technology and investment support.

People of BNY Pershing

Headcount 10000+
Employee Profiles 693
Board Members and Advisors 12
Employee Profiles
People
Shilpa J.
Vice President, Sr Software Engineer
People
Rajesh Balasubramanian
Vice President
People
Godfred Mensah. Mba
Vice President-fund Accounting And Administration(etf)
People
Michael Oliveira
Head Of Product Owners Platform Team

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Board Members and Advisors
people
Ralph Izzo
Director
people
Edmund F. Kelly
Director
people
Linda Z. Cook
Director
people
Jeffrey A. Goldstein
Director

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Funding Insights of BNY Pershing

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Detailed funding history for BNY Pershing

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  • Round names and dates
  • Funding amounts
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Verified entity values are shown only after access is granted.

Investments & Acquisitions by BNY Pershing

BNY Pershing has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Optimal Asset Management.

Investments
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Investment portfolio details for BNY Pershing

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  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Diversified investment management services are provided to clients.
Locked Locked 2012 Locked
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Complete acquisition details for BNY Pershing

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Financial Statements - BNY Pershing

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Detailed financials for BNY Pershing

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Bny Pershing Comparisons

BNY Pershing Primary company
Description
Financial services for custody, clearing, and advisory solut...
Location
-
Founded Year
1939
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for BNY Pershing

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Competitors of BNY Pershing

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Detailed competitors of BNY Pershing

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Latest news on Bny Pershing

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Complete news archive for 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.

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