Wedbush Securities Chooses Broadridge as Strategic Tech Platform Provider

Tuesday, Sep 2, 2025 8:13 am ET1min read

Wedbush Securities, a leading provider of securities brokerage, clearing, custody, and fintech services, has selected Broadridge Financial Solutions as its strategic technology platform provider. This move is aimed at supporting the firm's growth, new asset classes, and superior client and advisor experiences in the evolving clearing, wealth, and fintech market. The partnership will enable Wedbush to deliver next-generation solutions and be at the forefront of the industry.

Wedbush Securities, a leading provider of securities brokerage, clearing, custody, and fintech services, has chosen Broadridge Financial Solutions as its strategic technology platform provider. This move aims to support the firm's growth, expand into new asset classes, and deliver superior client and advisor experiences in the evolving clearing, wealth, and fintech market. The partnership will enable Wedbush to offer next-generation solutions and maintain a competitive edge in the industry [1].

The collaboration, announced on September 2, 2025, involves integrating Broadridge's comprehensive suite of trading and post-trade solutions, including workflow automation, corporate actions, tax reporting, and regulatory services [2]. This integration will provide Wedbush with advanced features such as a unified wealth data layer, standardized APIs, AI-driven insights, and support for emerging asset classes like fractional shares and digital assets. The partnership reflects a broader industry trend toward digital transformation and operational consolidation, as firms seek to modernize legacy systems and deliver enhanced client experiences [1].

For Broadridge, this deal reinforces its market position as a leading technology provider in the wealth management and securities processing space. The agreement showcases Broadridge's competitive advantage in offering integrated solutions that support both wealth management and clearing businesses on a single post-trade platform. The implementation will leverage Broadridge's advanced features, including standardized APIs, process automation, AI-driven insights, and support for emerging asset classes [1].

Wedbush's CEO, Gary Wedbush, commented on the strategic partnership, stating, "Our vision is to be at the forefront of delivering next-generation wealth, clearing, and fintech solutions for our clients and partners. Having proven end-to-end, cutting-edge operations platforms is key to accomplishing that. By powering our technology evolution with Broadridge's 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" [2].

The partnership highlights Broadridge's commitment to client success and industry innovation, building on its capacity to lead large-scale, strategic technology transformations. With a flexible and scalable platform, Broadridge empowers wealth management, fintech, and clearing firms to simplify complexity, accelerate digital transformation, and unlock growth. The integration reflects Broadridge's ongoing commitment to helping firms modernize operations and lead in a dynamic digital era [2].

References:
[1] https://www.stocktitan.net/news/BR/wedbush-selects-broadridge-technology-to-accelerate-r4vx1b05q0dh.html
[2] https://www.prnewswire.com/news-releases/wedbush-selects-broadridge-technology-to-accelerate-growth-302542257.html

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