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; in fact, more financial intermediaries clear with us than any other firm1. Through us, you can gain access to a diverse array of 1,300 financial businesses representing over 7 million2 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.
1InvestmentNews, 2018, based on number of broker-dealer clients.
2 Includes brokerage-based individual and plan accounts as of December 31, 2017.
3 Access varies by broker-dealer custodian. Contact your broker-dealer custodian for additional information.