What We Provide

Many of the world’s most sophisticated and successful financial services firms look to and rely on Pershing as a leader in in the industry.

A World of Resources

BNY Mellon's Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisors and wealth management firms. You can read more about the Pershing family of companies here.


As a business-to-business provider, we help our clients power their business and maximize opportunities. Our clients are leaders in their fields, and they choose Pershing because we are a leader in ours.

Our history buildings

Featured Solutions

Pershing has been committed to the safekeeping, servicing, segregation, and reporting of client assets for almost 85 years.

All Solutions

We align our people, services and technology to deliver a simplified and enhanced experience.

We provide a multi-custodial, interoperable wealth platform, data and managed account solutions that support asset managers, broker-dealers RIAs, advisors and clients.

Learn about Pershing's outsourcing solutions for clearing, custody, execution and settlement backed by our standards of service excellence.

Consulting and Implementation (C&I) helps clients run a successful wealth management business.

Expand your investment offering and trading capabilities with Pershing's solutions—from ETFs and 529s to alternative investments and wealth management.

We provide access to lendable securities, alternatives, global execution & custodial solutions through the integrated BNY Mellon platform.

From Traditional, Roth and Rollover IRAs to SEP, SIMPLES and 401(k) plans, Pershing offers one-stop access to an array of retirement solutions.

Pershing's digital experience delivers easy integration, processing and platform and mobile user experiences for advisors and investors.

Our execution services for banks, broker-dealers, wealth management firms and advisors combine access to liquidity with seamless high touch execution.

Client Case Study

Prioritizing products for improvement

Prioritizing Products for Improvement

An industry-leading insurance and wealth management client needed to expand and enhance their product offering in support of their private client group and improve adoption.

Ask how we can help transform your business