Wedbush Securities Chooses Broadridge Tech for Strategic Growth Enhancement
In a significant strategic move, Wedbush Securities has selected Broadridge Financial Solutions as its official technology platform provider to enhance its operational framework. This collaboration marks a pivotal point for Wedbush as it aims to accelerate its growth, diversify its asset classes, and refine client experiences through cutting-edge technological advancements in the rapidly evolving fintech landscape.
The announcement was made on September 2, 2025, outlining Wedbush's vision to lead in delivering next-generation wealth, clearing, and fintech solutions to its clients and strategic partners. CEO Gary Wedbush emphasized the importance of utilizing state-of-the-art operational platforms to realize this vision, stating that Broadridge's established solutions will streamline and automate various processes within the organization.
Broadridge will integrate its extensive array of financial technologies with Wedbush’s platforms, covering trading, post-trade operations, regulatory reporting, and tax and cost basis reporting. This integration will not only enhance operational efficiency but also position Wedbush to cater to the new wave of investors and fintech partners seeking innovative solutions.
Michael Alexander, president of Wealth Management at Broadridge, noted that this partnership underlines a broader industry trend towards digital transformation, where firms are consolidating operations to deliver high-quality services at scale. He expressed excitement about supporting Wedbush's modernization efforts, highlighting the unique capabilities of Broadridge to integrate various technologies—both proprietary and third-party—into a singular platform that meets the diverse needs of wealth management and clearing sectors.
Furthermore, the collaboration promises to deliver remarkable platform functionalities, including a unified wealth data infrastructure, standardized Application Programming Interfaces (APIs), workflow automation, and advanced digital tools tailored for advisors and investors alike. These enhancements are set to provide real-time notifications, AI-driven insights, and support for emerging investment opportunities such as fractional shares, alternative assets, and digital trading solutions.
Wedbush's decision stems from a thorough strategic assessment to ensure that its operations are equipped for the future. With Broadridge’s scalable platform, the firm is not just simplifying complexities surrounding its operations but is also accelerating its digital transformation journey. This partnership exemplifies Broadridge's ongoing commitment to innovate within the financial services industry, supporting firms with their operational modernization to excel in a fast-paced digital environment.
As this partnership unfolds, both companies stand poised to reshape the landscape of financial services through technological advancement and continuous improvement. The collaboration promises to not just facilitate growth for Wedbush but also reinforces Broadridge's position as a frontrunner in guiding firms through extensive technological evolutions.
In conclusion, the alliance between Wedbush Securities and Broadridge Financial Solutions represents a forward-thinking step towards achieving operational excellence and redefining client engagement strategies in the financial sector. As they gear up for this transformative journey, stakeholders eagerly anticipate the enhanced capabilities and services that will emerge from this strategic partnership.
The announcement was made on September 2, 2025, outlining Wedbush's vision to lead in delivering next-generation wealth, clearing, and fintech solutions to its clients and strategic partners. CEO Gary Wedbush emphasized the importance of utilizing state-of-the-art operational platforms to realize this vision, stating that Broadridge's established solutions will streamline and automate various processes within the organization.
Broadridge will integrate its extensive array of financial technologies with Wedbush’s platforms, covering trading, post-trade operations, regulatory reporting, and tax and cost basis reporting. This integration will not only enhance operational efficiency but also position Wedbush to cater to the new wave of investors and fintech partners seeking innovative solutions.
Michael Alexander, president of Wealth Management at Broadridge, noted that this partnership underlines a broader industry trend towards digital transformation, where firms are consolidating operations to deliver high-quality services at scale. He expressed excitement about supporting Wedbush's modernization efforts, highlighting the unique capabilities of Broadridge to integrate various technologies—both proprietary and third-party—into a singular platform that meets the diverse needs of wealth management and clearing sectors.
Furthermore, the collaboration promises to deliver remarkable platform functionalities, including a unified wealth data infrastructure, standardized Application Programming Interfaces (APIs), workflow automation, and advanced digital tools tailored for advisors and investors alike. These enhancements are set to provide real-time notifications, AI-driven insights, and support for emerging investment opportunities such as fractional shares, alternative assets, and digital trading solutions.
Wedbush's decision stems from a thorough strategic assessment to ensure that its operations are equipped for the future. With Broadridge’s scalable platform, the firm is not just simplifying complexities surrounding its operations but is also accelerating its digital transformation journey. This partnership exemplifies Broadridge's ongoing commitment to innovate within the financial services industry, supporting firms with their operational modernization to excel in a fast-paced digital environment.
As this partnership unfolds, both companies stand poised to reshape the landscape of financial services through technological advancement and continuous improvement. The collaboration promises to not just facilitate growth for Wedbush but also reinforces Broadridge's position as a frontrunner in guiding firms through extensive technological evolutions.
In conclusion, the alliance between Wedbush Securities and Broadridge Financial Solutions represents a forward-thinking step towards achieving operational excellence and redefining client engagement strategies in the financial sector. As they gear up for this transformative journey, stakeholders eagerly anticipate the enhanced capabilities and services that will emerge from this strategic partnership.
Topics Financial Services & Investing）
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