Wedbush selects Broadridge technology to expand business
02 September 2025 US
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Wedbush Securities, a provider of securities brokerage, clearing, custody, and fintech services, has selected Broadridge Financial Solutions as its technology platform provider.
This move marks a significant step for Wedbush as it seeks to grow its business, support new asset classes, and deliver improved client and advisor experiences in the clearing, wealth, and fintech markets.
Wedbush will integrate with Broadridge鈥檚 trading and post-trade capabilities, workflow, corporate actions, tax and cost basis reporting, as well as regulatory reporting services.
The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement, the firm says.
Gary Wedbush, CEO of Wedbush Securities, says: 鈥淎t Wedbush, our vision is to be at the forefront of delivering next-generation wealth, clearing, and fintech solutions for our clients and partners, and having proven end-to-end, cutting-edge operations platforms is key to accomplishing that.
鈥淏y powering our technology evolution with Broadridge鈥檚 trusted solutions, we are taking a major step forward in consolidating and further automating our operations, embracing innovation, and laying the foundation for capabilities that will enable us to attract and serve the next generation of investors and fintech partners.鈥�
Broadridge offers a single post-trade platform that supports both wealth management and clearing businesses, with the flexibility to combine client, Broadridge, and third-party technologies.
Wedbush will benefit from features including a unified wealth data layer, standardised APIs, workflow and process automation, enhanced digital tools for advisors and end investors, real-time notifications, and support for emerging asset classes including digital asset trading.
Mike Alexander, president of Wealth Management at Broadridge, adds: 鈥淲edbush鈥檚 implementation of our leading end-to-end clearing and wealth technology platforms reflects a broader industry shift toward digital transformation and operational consolidation as firms strive to deliver innovation, scale, and superior client experiences.
鈥淭his is a significant leap forward in Wedbush modernising its clearing and wealth operations, and we鈥檙e excited to support their journey.鈥�
This move marks a significant step for Wedbush as it seeks to grow its business, support new asset classes, and deliver improved client and advisor experiences in the clearing, wealth, and fintech markets.
Wedbush will integrate with Broadridge鈥檚 trading and post-trade capabilities, workflow, corporate actions, tax and cost basis reporting, as well as regulatory reporting services.
The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement, the firm says.
Gary Wedbush, CEO of Wedbush Securities, says: 鈥淎t Wedbush, our vision is to be at the forefront of delivering next-generation wealth, clearing, and fintech solutions for our clients and partners, and having proven end-to-end, cutting-edge operations platforms is key to accomplishing that.
鈥淏y powering our technology evolution with Broadridge鈥檚 trusted solutions, we are taking a major step forward in consolidating and further automating our operations, embracing innovation, and laying the foundation for capabilities that will enable us to attract and serve the next generation of investors and fintech partners.鈥�
Broadridge offers a single post-trade platform that supports both wealth management and clearing businesses, with the flexibility to combine client, Broadridge, and third-party technologies.
Wedbush will benefit from features including a unified wealth data layer, standardised APIs, workflow and process automation, enhanced digital tools for advisors and end investors, real-time notifications, and support for emerging asset classes including digital asset trading.
Mike Alexander, president of Wealth Management at Broadridge, adds: 鈥淲edbush鈥檚 implementation of our leading end-to-end clearing and wealth technology platforms reflects a broader industry shift toward digital transformation and operational consolidation as firms strive to deliver innovation, scale, and superior client experiences.
鈥淭his is a significant leap forward in Wedbush modernising its clearing and wealth operations, and we鈥檙e excited to support their journey.鈥�
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