Wedbush Securities partners with Broadridge to modernize operations and drive digital transformation.
The collaboration brings advanced trading, post-trade, and wealth management capabilities.
The move supports new asset classes and aims to enhance both client and advisor experiences.
Wedbush Securities has chosen Broadridge Financial Solutions as its strategic technology platform provider, marking an important step in the firm’s push to modernize its infrastructure and accelerate growth across clearing, wealth, and fintech markets.
The partnership follows a comprehensive review of Wedbush’s long-term strategy. By leveraging Broadridge’s trading and post-trade technology (along with workflow, corporate actions and regulatory reporting solutions), Wedbush aims to consolidate and automate its operations.
This transformation is designed not only to improve efficiency but also to attract top talent and deepen client engagement in an increasingly digital-first financial landscape.
Gary Wedbush, CEO of Wedbush Securities, emphasized that the partnership is key to delivering next-generation solutions:
“At Wedbush, our vision is to be at the forefront of delivering next-generation wealth, clearing and fintech solutions for our clients and partners, and having proven end-to-end, cutting-edge operations platforms is key to accomplishing that. By powering our technology evolution with Broadridge’s trusted solutions, we are taking a major step forward in consolidating and further automating our operations.”
Broadridge brings a wide range of technology tools to the table, including a unified wealth data layer, standardized APIs, AI-driven insights, and support for emerging asset classes like fractional shares and digital assets.
Mike Alexander, President of Wealth Management at Broadridge, explained that the collaboration reflects broader changes happening across the industry:
“Wedbush’s implementation reflects a broader industry shift toward digital transformation and operational consolidation.”
Aligning with Broadridge, Wedbush is positioning itself to deliver more streamlined, technology-driven services to clients and advisors. The move also highlights how financial firms are increasingly leaning on scalable, future-ready platforms to remain competitive in the market.
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By
Staff Writer
