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Who is Broadridge Financial Solutions?

Broadridge Financial Solutions is a private equity firm based in the United States.

Broadridge Financial Solutions logo
Firm facts

Broadridge Financial Solutions

Type
private equity firm
Headquarters
United States
Last verified 2026-10-24
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How they work

Broadridge Financial Solutions supplies technology, data and operations services for investing, corporate governance and client communications. Its financial-sector products support asset managers, wealth providers, issuers and capital markets firms. Broadridge acquired retirement technology company iJoin in 2025.

Broadridge’s announcements describe combining acquired technology and specialist teams with its existing retirement and communications platforms. Signal’s leadership joined Broadridge as part of its international expansion. The reviewed pages do not set out a standard seller process or timetable.

Capital model
Publicly listed operating company (NYSE: BR) expanding organically and through acquisitions.
Platform or bolt-on
Recent acquisitions extend existing capabilities: iJoin adds retirement participant technology and Signal expands digital customer communications in the UK and Europe.
Sector focus
Financial technology for capital markets, wealth management, retirement and corporate governance.

Their portfolio

Showing 2 of 2 known holdings — coverage is still partial.

  • SectorFinancial services
    What they doiJoin develops retirement plan software for participant onboarding, engagement and analytics, including data aggregation and managed account tools.
  • SectorProfessional & business services
    What they doSignal provides customer communications design, consulting, managed services and an omnichannel technology platform for banking, insurance and social-sector organisations.
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Sources

The truth, first.Data as at 2026-10-24
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