About Broadridge
Broadridge is a publicly listed company based in New York (United States) founded in 2007. Cloud-based accounting and financial management solutions are offered to businesses. The company has 21,208 employees. Broadridge has completed 36 acquisitions, including ACOLIN, Alpha Omega Financial Systems and AdvisorStream. Its chief executive, as recorded, is Tim Gokey. Its website broadridge.com draws about 1.6 million monthly visits. Its Indian entity Broadridge Financial Solutions (India) Private Limited reported revenue of ₹1,388 Cr. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its competitors include Addepar, Altruist and InvestCloud; 3 of its 3 listed competitors have raised funding.
Company details
Broadridge was founded in 2007 and is headquartered in New York, United States. Operations focus on the financial technology sector, where cloud-based solutions for accounting and financial management are delivered to businesses and institutions. Services encompass automated revenue management, communications, data analytics, and invoice billing. Further offerings include asset management, wealth management, and capital markets support, all facilitated through digital platforms.
Associated legal entities of Broadridge
Broadridge operates through Broadridge Financial Solutions (India) Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Broadridge Financial Solutions (India) Private Limited CIN U74999TG2007PTC052368 | Active | 17 Jan 2007 | Hyderabad, Telangana | ₹1,388 Cr | 5,094 | 5 | View details |
Apps and channels of Broadridge
its YouTube channel Broadridge has 1.57K subscribers and 15 videos.
Videos from Broadridge
The most watched videos on Broadridge's YouTube channel, Broadridge (1.57K subscribers). Click a video to play it here.
More on Broadridge.
Funding Insights of Broadridge
- Total Rounds 1
- Last Round Debt – Conventional — $1.5B
- First Round $1.5B
(Apr 2019)
- Investors Count 3
All 1 funding rounds of Broadridge with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2019 | $1.5B | Debt – Conventional | – | – | – |
3 investors in total: 3 institutional.
Investors in Broadridge
Broadridge has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Hg, Back Bay Group and Zühlke.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital fund focused on tech companies | backbaygroup.com | Boston, United States | ||
Zühlke is recognized as a global transformation partner focused on engineering and innovation. | zuehlke.com | Switzerland | ||
Private equity investments in Europe are managed by Hg. | 1990 | hgcapital.com | London, United Kingdom |
Investor details for Broadridge
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Broadridge Financial Solutions (India) Private Limited (Broadridge)
Broadridge Financial Solutions (India) Private Limited is the primary company behind Broadridge. The board of Broadridge Financial Solutions (India) Private Limited currently have 4 directors; the longest-serving is Steven Jay Rosenthal, appointed in 2012. 12 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Steven Jay Rosenthal DIN 06412897 | Director | 28 Sep 2012 | 14 yrs 1 mo | Broadridge Financial Solutions (India) Private Limited |
| Matlin Laura Perz DIN 09254494 | Director | 16 Aug 2021 | 5 yrs 2 mo | Broadridge Financial Solutions (India) Private Limited |
| Sheenam Ohrie DIN 09542463 | Managing Director | 30 Jun 2022 | 4 yrs 4 mo | Broadridge Financial Solutions (India) Private Limited |
| Steven Glantz DIN 11197805 | Director | 29 Jul 2025 | 1 yr 3 mo | Broadridge Financial Solutions (India) Private Limited |
People of Broadridge
799 people are tracked at Broadridge (394 in leadership, 7 in board & advisors, 398 in team); the tracked headcount is 21,208.
| Name | Role | Group |
|---|---|---|
Samir Pandir | President | Leadership |
Tim Gokey | CEO | Leadership |
Joe Lucchese | Sr. Director | Leadership |
Shivprasad Parab | Sr Director, Platform Engineering - Global Head Of Engineering | Leadership |
Jennifer Garza | Director Of Finance | Leadership |
Stephen Johnston | Head Of FCS Broadridge | Leadership |
Marc Zutty | Vice President Strategy And Business Development | Leadership |
Seffi Bejarano | Vice President, Wealth Management | Leadership |
Mariana González | Sales Director - International Sales Team - Issuer Services | Leadership |
Doreen Oates | Vice President Of Product Management | Leadership |
Rich Stingi | Chief Human Resources Officer | Leadership |
Sandy Rohrer | Vice President, Healthcare Product Management | Leadership |
Sudhendu Agarwal | Director Of Software Engineering | Leadership |
Frank D'Andrea | Vice President, Software Engineering | Leadership |
Michael Novodvorskiy | Vice President Product Management | Leadership |
Elizabeth Maiellano | Vice President Product Management | Leadership |
Nick Titmuss | Vice President - Product Management | Leadership |
Millie Torres | Vice President - Product Management | Leadership |
Aninda Sarkar | CTO | ICS - Digital | Leadership |
Hanish John | VP Enterprise Architecture - Office Of The CTO | Leadership |
779 more people are available in the full profile.
Complete people profiles for Broadridge
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
IPO & Listings of Broadridge
Broadridge is a publicly listed company on the NYSE with ticker symbol BR in USA, operating in the Technology services sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date23 Mar 2007
- Listed onNYSE: BR
- Listed entityBroadridge Financial Solutions, Inc.
- Exchange sectorTechnology services
- ISINUS11133T1034
- Share price$168.44 (+1.22% on the day) · 2026-10-13
- Market capitalisation$19.02B
- Price to earnings17.5
- EPS (diluted, trailing year)$9.62
- Dividend yield2.38%
- Volume (last session)633,951
Financials of Broadridge
Figures of Broadridge Financial Solutions (India) Private Limited, the primary company behind Broadridge, for FY 2025. Revenue was ₹1,388 Cr (+15% year on year). Net profit was ₹147 Cr (11% margin). EBITDA was ₹252 Cr (18% margin). Revenue has grown at a compounded annual rate of +18% over three years and +16% over five years.
- ₹1,388 CrRevenue · FY 2025 · +15% YoY
- ₹147 CrNet profit · 11% margin
- ₹252 CrEBITDA · 18% margin
- ₹49.48 CrPaid-up capital
- 5,094Employees (provident fund records)
- +18%Revenue CAGR, 3 years
- +16%Revenue CAGR, 5 years
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2026 | $7.48B | $1.12B | $1.84B |
| 2025 | $6.89B | $839.5M | $1.71B |
| 2024 | $6.51B | $698.1M | $1.56B |
| 2023 | $6.06B | $630.6M | $1.40B |
| 2022 | $5.74B | $539.1M | $1.28B |
Balance sheet, profit and loss, cash flow and ratios of Broadridge Financial Solutions (India) Private Limited are on its company page.
Detailed financial statements for Broadridge
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Broadridge
Broadridge has strategically engaged in corporate development activities, having acquired 36 companies. Notable acquisitions include ACOLIN, Alpha Omega Financial Systems and AdvisorStream.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provides trading software, market data, and analytics for financial professionals. | cqg.com | Denver, United States | 1980 | Feb 2026 | •••• | |
Fund services are provided to asset managers and fund companies. | acolin.com | Zurich, Switzerland | 2006 | Jul 2025 | •••• | |
SEC Reporting Software and SEC Filing Services from CompSci Resources | compsciresources.com | 1997 | Jul 2024 | •••• | ||
Financial advisory services are provided to clients in Canada. | advisortargetdata.com | Canada | 2019 | May 2024 | •••• | |
Behavioral data on financial advisors is supplied for lead generation. | advisortarget.co | Nassau, United States | 2019 | May 2024 | •••• | |
Post-trade solutions are delivered via an online platform for securities. | ao-fs.com | Berkeley, United States | 2013 | Aug 2021 | •••• | |
Content marketing and lead generation platform for businesses | advisorstream.com | Toronto, Canada | 2012 | Jun 2021 | •••• | |
Trade life cycle management solutions are offered for capital markets. | itiviti.com | Stockholm, Sweden | 1987 | Mar 2021 | $2.53B | |
Cloud-based funds data and regulatory reporting solutions are offered. | fundslibrary.com | Clifton, United Kingdom | 1998 | Jan 2020 | •••• | |
Institutional portfolio management software is provided for financial operations. | clearstructure.com | Danbury, United States | 1999 | Nov 2019 | •••• |
Complete acquisition details for Broadridge
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Broadridge
13 dated milestones of Broadridge across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Broadridge is founded.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round of $1.5B.
- Acquisition Acquires ClearStructure.
- Acquisition Acquires FundsLibrary.
- Acquisition Acquires Itiviti.
- Acquisition Acquires AdvisorStream.
- Acquisition Acquires Alpha Omega Financial Systems.
- Acquisition Acquires Advisor Target Data.
- Acquisition Acquires AdvisorTarget.
- Acquisition Acquires CompSci Resources.
- Acquisition Acquires ACOLIN.
- Acquisition Acquires CQG.
Competitors of Broadridge
Broadridge has 3 listed competitors in our database, 3 of them funded. They include Addepar, Altruist and InvestCloud.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. |
Detailed competitors of Broadridge
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Broadridge
The website of Broadridge (broadridge.com) receives about 1.6M visits a month and ranks #35,609 among all websites worldwide, #2,250 in Investing.
- Monthly visits1.6M
▲ 18.2% vs previous month
- Unique visitors695.4K
per month
- Global rank#35,609
among all websites
- Category rank#2,250
Finance · Investing
- Bounce rate40%
- Pages per visit4.2
- Average visit5 min 41 sec
- DevicesDesktop 62% · Mobile 38%
Websites whose visitors overlap most with Broadridge. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
broadridge-ir.com | broadridge-ir.com | 100% | #2,624,287 | – | |
| interactivedata.com | 98% | 4.6K | #3,816,542 | View details | |
| morningstar.com | 96% | 12.9M | #4,951 | View details | |
| tradingview.com | 92% | 248.1M | #118 | View details | |
| finviz.com | 92% | #2,210 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Broadridge
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Broadridge (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Broadridge
Complete news archive for Broadridge
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Broadridge
Broadridge was founded in 2007 and raised its 1st funding round 12 years after it was founded.
Broadridge is headquartered in New York, United States. It is registered at New York, New York, United States.
Tim Gokey is the CEO of Broadridge, as recorded in our data.
Broadridge has 21,208 employees.
The primary company behind Broadridge, Broadridge Financial Solutions (India) Private Limited, reported revenue of ₹1,388 Cr for FY 2025, up 15% year on year.
Broadridge was founded in 2007 and is headquartered in New York, United States. Operations focus on the financial technology sector, where cloud-based solutions for accounting and financial management are delivered to businesses and institutions. Services encompass automated revenue management, communications, data analytics, and invoice billing. Further offerings include asset management, wealth management, and capital markets support, all facilitated through digital platforms.
Broadridge's top competitors include Addepar, Altruist and InvestCloud.
Yes, Broadridge is publicly traded on NYSE under the ticker symbol BR.
Broadridge has made 36 acquisitions, including ACOLIN, Alpha Omega Financial Systems, and AdvisorStream.
Broadridge has 3 investors. Key investors include Hg, Back Bay Group, and Zühlke.
Broadridge operates through Broadridge Financial Solutions (India) Private Limited.
The legal entities of Broadridge currently have 5 directors, including Matlin Laura Perz, Darshika Deepak Pandya, Sheenam Ohrie and others.