Pershing provides critical business processes, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors.
Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately 5.5 million active investor accounts. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Australian Stock Exchange, Deutsche Borse, Irish Stock Exchange, the London Stock Exchange and the Toronto Stock Exchange.
Pershing Advisor Solutions (member FINRA/SIPC) is a leading provider of financial business solutions to independent, fee-based registered investment advisors and dually-registered advisors working in conjunction with many of Pershing LLC's introducing broker-dealer customers. Through an innovative custody platform, Pershing Advisor Solutions delivers superior expertise and scalable and customizable solutions to help its customers manage and grow their fee-based businesses.
Pershing Prime Services delivers an unconflicted, comprehensive suite of global prime brokerage solutions, including extensive access to securities lending, dedicated client service, robust technology and reporting tools, worldwide execution and order management capabilities, a broad array of cash management products and the integrated platform of BNY Mellon.
Pershing Limited provides a comprehensive range of business solutions for institutional broker-dealers, private wealth firms and independent financial advisers in Europe. Pershing Limited provides a comprehensive range of business solutions for institutional broker-dealers, private wealth firms and independent financial advisers in Europe. From offices in London, Liverpool, the Channel Islands and Dublin, we offer products and services including global execution services, settlement and custody, and omnibus and investor-level record keeping solutions, specifically tailored for European financial services providers.
Albridge Solutions, Inc. is a leading provider of enterprise data management solutions that deliver an accurate, single view of an investor’s broad range of assets. Our proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more. Albridge processes this cleansed data and uses it to power a variety of downstream technology solutions, including performance reporting, sales practice monitoring, data warehousing, business intelligence, imaging and workflow. Albridge provides the foundation for financial organizations to leverage a single source of consistent and reliable information to power a number of mission critical technology applications.
Lockwood Advisors, Inc. is a leading provider of fee-based managed account solutions to financial institutions and registered investment advisors. As a program sponsor, Lockwood offers access to some of the industry's leading investment managers, provides independent research on separate account managers, and develops advisory solutions to help investment professionals meet the diverse needs of their investor clients. Lockwood also offers discretionary portfolio management solutions through financial institutions and independent registered investment advisors. Lockwood Advisors, Inc. is an investment advisor registered in the United States under the Investment Advisers Act of 1940.
Our Parent Company
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).