BNY Pershing

Founded: 1939 • Age: 87 yrs
Financial services for custody, clearing, and advisory solutions in wealth management.
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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
    *********
  • Social
    *********
  • Legal Name Pershing Llc
Operational Areas
Business Services → Financial, Accounting & Compliance Services
Financial Services → Capital Markets & Trading
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

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.

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

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by BNY Pershing

BNY Pershing has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Optimal Asset Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Diversified investment management services are provided to clients.
2012
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - BNY Pershing

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Bny Pershing Comparisons

Employees
+
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Competitors of BNY Pershing

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Bny Pershing

Frequently Asked Questions about BNY Pershing

When was BNY Pershing founded?

BNY Pershing was founded in 1939.

What does BNY Pershing do?

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.

What products or services does BNY Pershing offer?

BNY Pershing offers Custody Solutions and Advisory Solutions.

How many acquisitions has BNY Pershing made?

BNY Pershing has made 1 acquisition, including Optimal Asset Management.

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