Broadridge Acquires AdvisorStream

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 Fi360

October 10, 2019

Financial Services

Broadridge Financial Solutions has agreed to acquire Fi360, a provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries. The acquisition expands Broadridge's wealth and retirement offerings by adding fiduciary and Reg BI capabilities, as well as Fi360's accreditation and training programs.

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 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.

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 Acquires ClearStructure Financial Technology

November 20, 2019

Financial Services

Broadridge Financial Solutions acquired ClearStructure Financial Technology to expand its asset management technology suite with private debt portfolio management capabilities. The acquisition integrates ClearStructure's Sentry platform into Broadridge's front-to-back SaaS offering to better serve asset managers, hedge funds and fund administrators seeking private markets functionality.