Broadridge Acquires ClearStructure Financial Technology

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.

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 Acquires QED Financial Systems

November 11, 2015

Financial Services

Broadridge Financial Solutions acquired privately-held QED Financial Systems, a provider of investment accounting software, data management and outsourced accounting services for institutional investors and asset managers. The purchase expands Broadridge's front- and back-office capabilities for the asset management industry; terms were not disclosed. QED is based in Marlton, New Jersey and had 47 associates at the time of the announcement.

Broadridge Acquires Signal

August 19, 2025

Marketing & Advertising

Broadridge Financial Solutions has acquired Signal, a UK customer communications specialist, to expand its digital communications capabilities and accelerate its footprint across the UK and Europe. The deal adds Signal's omnichannel technology, design, consulting and managed print services to Broadridge's global financial communications platform.

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.

Regions Financial Acquires Clearsight Advisors

December 31, 2021

Financial Services

Regions Financial Corporation has completed the acquisition of Clearsight Advisors, an M&A and capital-raising advisory firm. The deal brings Clearsight into Regions Bank’s Capital Markets division to expand Regions’ M&A advisory and technology-sector capabilities; Clearsight will retain its McLean, Virginia headquarters and existing offices in New York and Dallas.