Broadridge Acquires Fi360

Broadridge Financial Solutions Acquires AdvisorTarget

May 30, 2024

Data & Analytics

Broadridge Financial Solutions acquired AdvisorTarget to integrate advisor behavioral intent data into its data and analytics suite, enhancing digital marketing and sales targeting for asset managers and wealth firms. The deal expands Broadridge’s capability to pair advisor intent with asset-holding insights to drive more precise distribution and engagement strategies.

Broadridge Financial Solutions Acquires Shadow Financial Systems

October 1, 2019

Financial Services

Broadridge Financial Solutions has acquired Shadow Financial Systems, a provider of multi-asset class post-trade solutions, adding capabilities across exchange-traded derivatives and cryptocurrency post-trade processing. The acquisition expands Broadridge's post-trade offering for exchanges, inter-dealer brokers and proprietary trading firms and brings Shadow's technology and expertise into Broadridge's global fintech platform.

RFPIO Acquires RFP360

August 3, 2021

Cloud & SaaS

RFPIO, a leader in response management software, acquired RFP360 on August 3, 2021 to expand its product portfolio to cover the full RFP lifecycle and strategic sourcing. The transaction was financed with participation from K1 Investment Management, RFPIO’s institutional investor, and is intended to broaden RFPIO’s offering and customer reach across market segments.

Broadridge Acquires AdvisorStream

June 9, 2021

Marketing & Advertising

Broadridge Financial Solutions acquired AdvisorStream, a digital engagement and marketing platform for wealth and insurance advisors, to expand its wealth management capabilities and enhance advisor client communications. The acquisition integrates AdvisorStream’s marketing automation, licensed content, and compliance features into Broadridge’s data and technology platforms; Alantra served as AdvisorStream’s financial advisor on the deal.

Experian Acquires KYC360

October 27, 2025

Software

Experian has acquired KYC360, a UK/Ireland-focused RegTech firm offering KYC/KYB and customer lifecycle management solutions, to bolster its fraud and financial crime compliance capabilities. KYC360's onboarding, screening and perpetual monitoring tools will be integrated into Experian's Ascend platform to accelerate client onboarding and strengthen financial crime defenses.

Broadridge Acquires iJoin, Retirement Plan Technology Provider

September 9, 2025

Cloud & SaaS

Broadridge Financial Solutions has acquired iJoin, a retirement plan technology provider that offers participant onboarding, managed accounts, retirement income tools, and data-driven engagement services. The acquisition augments Broadridge’s retirement plan servicing, analytics, and participant communications capabilities to deliver more personalized onboarding and lifetime-income solutions for record keepers, advisors, asset managers, and insurers.