Broadridge Acquires iJoin, Retirement Plan Technology Provider

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.

T. Rowe Price Acquires Retiree, Inc.

March 30, 2023

Financial Services

T. Rowe Price has entered a definitive agreement to acquire Retiree, Inc., a fintech firm that provides retirement income planning software. The terms were not disclosed and the deal is expected to close in Q2 2023; T. Rowe Price said the acquisition will expand its retirement income capabilities and integrate Retiree's tax-aware income planning technology into its retirement solutions.

Brightflag Acquires Joinder

November 3, 2021

Cloud & SaaS

Brightflag, the AI-powered legal operations platform, has acquired Joinder, a collaboration and matter-intake system of record used by legal professionals at over 1,000 organizations. The deal brings Joinder into Brightflag as Brightflag Workspace, expanding Brightflag's product capabilities and growing its team to roughly 150 legal operations and technology professionals across multiple offices.

Concurrent Investment Advisors Acquires Next Retirement Solutions

December 12, 2025

Wealth Management

Concurrent Investment Advisors completed the full acquisition of Next Retirement Solutions, a retirement-advisory practice overseeing roughly $10 billion in plan assets and about 150,000 plan participants. The deal brings Next Retirement’s retirement-plan capabilities in-house as Concurrent expands its retirement services and organic growth channels.

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.