Broadridge Acquires Acolin

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 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 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.

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.

United Fintech Acquires Cobalt

December 15, 2022

Financial Services

United Fintech has acquired 100% of Cobalt, a provider of shared ledger infrastructure and risk/data services for FX and digital assets, to strengthen its FX and digital-assets trading capabilities. Cobalt will operate as a standalone business under United Fintech, with United Fintech founder Christian Frahm named Chairman while Cobalt's leadership remains in place.

Broadridge Acquires CompSci Resources to Expand SEC Filing Capabilities

July 1, 2024

Cloud & SaaS

Broadridge Financial Solutions has acquired CompSci Resources, LLC, a provider of cloud-based SEC filing and XBRL tagging software. Broadridge will integrate CompSci's Transform platform into its regulatory filings and disclosure suite to enhance SEC disclosure preparation, XBRL tagging and EDGAR filing capabilities for public companies and funds.