Who We Serve

Pershing has served many of the world’s most sophisticated and successful wealth and institutional firms for almost 85 years.

Unwavering Stewardship and Scale

Individuals and institutions across the financial world see Pershing as a trusted steward of clients’ assets and businesses. As an integral part of BNY Mellon, we exemplify this commitment to excellence by embracing some of the most rigorous tests for financial strength and transparency.

Unwavering stewardship and scale

Client Case Study

Building a digital client experience

Building a

Digital Client Experience

When a new digital RIA prospect firm that was looking to utilize Pershing’s APIs and standard files to build their digital client experience, our technology consultant worked with them to include paperless delivery.

Who We Serve

Our clients are leaders in their fields, and they choose Pershing because we are a leader in ours.

As financial advisors consider independence as a Registered Investment Advisor in their own firms to joining an existing firm or something in between.

Hedge fund and alternative fund managers, pensions, endowments, and financial institutions with alternative investments: Discover Pershing Prime Services.

Asset managers are looking for opportunities to reach new channels and disseminate their strategies. We offer multiple opportunities on our platforms to provide access to investment solutions to our clients.

Pershing serves institutional-oriented broker-dealers, investment banks and other capital markets firms, hedge funds, and other alternative investment managers.

For almost 85 years, Pershing has provided financial companies with the global business solutions they need to help investors achieve a more secure future.

Pershing Wealth Solutions offers access to private banking, alternative investments & third-party marketing expertise, backed by exceptional financial strength

Trust companies and private banks require advanced solutions to meet the needs of sophisticated clients

As sophisticated clients expect more, your advisors need access to a world-class services and solutions to drive their competitive advantage and growth. Our Wealth Solutions business can help.

Ask how we can help transform your business