BNY Pershing

Founded: 1939 • Age: 87 yrs
Financial services for custody, clearing, and advisory solutions in wealth management.

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.

Key Metrics

Products & Services of BNY Pershing

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

Custody Solutions
Financial Services

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

Advisory Solutions
Wealth Management

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.

NetXInvestor
Google Play Finance Everyone Free 50K+ downloads
Developer: Pershing
View on Google Play

People of BNY Pershing

704 people are tracked at BNY Pershing (498 in leadership, 11 in board & advisors, 195 in team).

NameRoleGroup
Shilpa J.
Vice President, Sr Software EngineerLeadership
Rajesh Balasubramanian
Vice PresidentLeadership
Vineeth M Sadanandan
Vice PresidentLeadership
Godfred Mensah. Mba
Vice President-fund Accounting And Administration(etf)Leadership
Michael Oliveira
Head Of Product Owners Platform TeamLeadership
Narayana Prasad
Director, Product ManagementLeadership
Manish Vyas
DirectorLeadership
Rohan Chikorde
Vice President - Genai, AI Agents And Machine LearningLeadership
Sonia Kataria
Director, Engineering Strategy, Analytics, And Execution, Office Of The CIOLeadership
Rajashree Datta
Chief Risk OfficerLeadership
Jaime Delgado
Vice President Specialist Fund AccountingLeadership
phil pavia-davis
senior vice presidentLeadership
Dexter Wilson
Senior Director, Strategic PartnershipsLeadership
Steve Pragaspathy
Director - Technology Services-network EngineeringLeadership
Jay Mahmood
Director, Controls HubLeadership
Lik Shien
Head Of Marketing & Communications, Asia PacificLeadership
Sara Butcher
Vice President, Social Media ManagerLeadership
Sudish Lambodara Panicker
Managing DirectorLeadership
Hani Kablawi
Head of International & Chairman of EMEALeadership
Robin Vince
President & CEOLeadership

684 more people are available in the full profile.

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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.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Diversified investment management services are provided to clients.
optimalam.comLos Altos, United States2012Dec 2021β€’β€’β€’β€’
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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.

  1. Founded BNY Pershing is founded.
  2. Acquisition Acquires Optimal Asset Management.

Web traffic of BNY Pershing

Websites that share an audience with BNY Pershing (pershing.com).

Similar websites

Websites whose visitors overlap most with BNY Pershing. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
ssginstitutional.com
100%
1.2KView details
dominickanddominick.com
100%
View details
infinexgroup.com
98%
View details
advisorgroup.com
89%
3.6K#5,168,502View details
scivantage.com
83%
View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Verified entity values are shown only after access is granted.

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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.

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