Your product or service can reach a broad universe of registered investment advisors and broker-dealers through strategic engagement with Pershing.
Pershing is one of the industry’s largest providers of global financial business solutions. Through us, you can gain access to a diverse array of 1,300 financial businesses representing over 7 million1 active accounts, including:
Pershing has no proprietary retail products to compete with yours. We provide a neutral, open architecture platform that gives our clients unbiased access to your solutions.
We provide our clients access to third-party investment solutions and information through a range of industry-leading platforms, including:
Through Pershing, you can gain access to a range of high-profile visibility opportunities, including INSITE®, the essential event for the financial advice community. We can put you directly in front of the advisors and businesses you want to reach. Learn more about our sponsorship opportunities.
1 Includes brokerage-based individual and plan accounts as of September 30, 2020.
2 Access varies by broker-dealer custodian. Contact your broker-dealer custodian for additional information.