What Broadridge Advisor Solutions does

Broadridge Advisor Solutions is a division of Broadridge Financial Solutions, Inc. (NYSE: BR), a publicly traded S&P 500 constituent, and provides an integrated marketing automation platform built specifically for financial advisors, registered independent advisors (RIAs), broker-dealer home offices, and banks or credit unions with advisory divisions. The platform unifies digital marketing, websites, events, and print into a single system, anchored by the AdvisorStream core product and a portfolio of modules including eCards, Nurturing Campaigns, CE Credits, Video Studio, Advisor Websites, Local Business Listings, Branded Ads, Retargeting Ads, Webinars, In-person Seminars, Multi-day Workshops, Greeting Cards, and Financial Newsletters.

The platform's underlying technology combines AI-powered personalization, automated campaign orchestration, and the world's largest investor-focused content library, which includes legally licensed material from the Wall Street Journal, Dow Jones, and the New York Times that is written in each advisor's voice. The product integrates natively with major advisor CRMs (Salesforce, Redtail, Wealthbox, Intelliflo) and connects to over 5,000 additional tools through Zapier. Infrastructure is provided by the Broadridge parent, which generates over 7 billion communications annually for the financial services industry, lending both scale and reliability to the platform.

Broadridge Advisor Solutions operates on a SaaS subscription model with annual billing cycles and quote-based pricing tied to advisor firm size and marketing needs. It sells through direct enterprise sales to broker-dealers and banks, inside sales and digital self-service for independent advisors, and channel distribution via CRM integration partners and the Zapier marketplace. The division maintains 251-500 employees and is recognized as an IDC MarketScape 2025 Leader, with industry awards from WealthManagement.com and WealthTechAmericas in 2023, 2024, and 2025.

Name

Broadridge Advisor Solutions

Legal name

Broadridge Financial Solutions, Inc.

Website

https://broadridgeadvisor.com

Company type

Public

Founded year

2015

Operating status

Operating

Headcount range

251–500 employees

Short description

Broadridge Advisor Solutions is the advisor-marketing division of Broadridge Financial Solutions (NYSE: BR), providing financial advisors, RIAs, broker-dealers, and banks with an AI-powered marketing automation platform, licensed financial content, websites, events, and print tools on a SaaS subscription basis.

Ownership category

akta.pro rank

Product category

Financial Advisor Marketing Software

NAICS

Marketing Consulting Services (541613), Advertising Agencies (541810), Software Publishers (513210)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Data, Analytics & AI Consulting (BPAHAEAF), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Advisor marketing platform
• Financial advisor marketing
• Wealth management marketing
• Marketing automation software
• Investor content library

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription for Advisor Marketing Platform: Broadridge Advisor Solutions operates on a subscription basis, providing financial advisors access to a comprehensive marketing platform including websites, digital marketing tools, event marketing, print materials, and content library. The platform is sold as an all-in-one marketing solution with multiple tiers of service based on advisor firm size and marketing needs.

Pricing tiers

Distribution channels4 records

Marketing channels7 records

Core offering

Broadridge Advisor Solutions provides an all-in-one SaaS marketing platform built specifically for financial advisors, combining digital marketing automation, websites, event marketing, print materials, and the world's largest investor-focused content library. The core product, AdvisorStream, automates multi-channel campaigns (email, social, web, events, print) with AI-powered personalization and compliance workflows, helping advisors attract, convert, and retain clients.

Product overview

Broadridge Advisor Solutions is a comprehensive, unified marketing platform for financial advisors that integrates multiple product categories—Digital Marketing, Websites, Events, and Print—into a single centralized system. The core product is AdvisorStream, which serves as the primary automated digital marketing platform, supplemented by specialized modules including eCards, Nurturing Campaigns, CE Credits, Video Studio, Advisor Websites, Local Business Listings, Branded Ads, Re-targeting Ads, Webinars, In-person Seminars, Multi-day Workshops, Greeting Cards, and Financial Newsletters. The platform combines the world's largest investor-focused content library with marketing automation and AI-powered personalization to help advisors attract, convert, and retain clients across all channels.

Differentiator

Problem solved

Functional benefit

Brands

• AdvisorStream: Digital marketing platform for financial advisors offering automated marketing, websites, and content solutions.

Products and services

• AdvisorStream Automated digital marketing platform that attracts new clients through personalized content and multi-channel campaigns, serving financial advisors and wealth managers.
• Advisor Websites Professional website creation and hosting platform enabling financial advisors to establish a credible online presence.
• Webinars Virtual event hosting platform enabling financial advisors to showcase expertise and generate leads through online seminars.
• In-person Seminars Event marketing solution for hosting local in-person seminars to build personal trust and convert prospects into leads.
• Multi-day Workshops Educational event management for hosting multi-day workshops to deepen relationships with high-value clients.
• Greeting Cards Print greeting card service creating memorable physical touchpoints for client engagement and relationship building.
• Financial Newsletters Print newsletter production and mailing service providing high-quality physical marketing materials for client outreach.

Quantifiable outcome

• Advisors convert 50% more clients every year when they have a defined marketing approach
• +4 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability1 record

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• SalesforcecoreTechnology or IntegrationSalesforce CRM integration allows advisors to synchronize their customer relationship management data with Broadridge's marketing platform, enabling seamless workflow automation and client tracking across both systems.
• RedtailcoreTechnology or IntegrationNative integration with Redtail CRM, a popular platform among financial advisors, enabling two-way data synchronization and coordinated marketing automation workflows.
• WealthboxcoreTechnology or IntegrationWealthbox CRM integration provides advisors with collaborative workspace tools connected to Broadridge's marketing automation and client engagement capabilities.
• IntelliflocoreTechnology or IntegrationIntelliflo CRM integration serves advisors using the platform's practice management and financial planning tools, connecting them to Broadridge's marketing solutions.
• ZapiercoreTechnology or IntegrationZapier integration enables connectivity to over 5,000 applications through automated workflows, allowing advisors to connect Broadridge marketing tools with their broader technology stack.
• LinkedInminorGTM or Marketing PartnerLinkedIn Ads integration enables advisors to run targeted advertising campaigns on the LinkedIn platform, integrated with Broadridge's marketing automation tools.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• FMG (Financial Media Group): FMG is a direct competitor providing marketing automation, websites, and curated content for financial advisors. Both platforms target the same advisor segments with subscription-based marketing suites, content libraries, and event marketing tools.
• Snappy Kraken: Snappy Kraken is a direct competitor offering AI-powered marketing automation, personalized campaigns, and a content library for financial advisors. Both compete on advisor-specific content curation, AI personalization, and marketing automation for RIAs and broker-dealers.
• Advisor Marketing Partners (AMP): AMP is a direct competitor providing done-for-you marketing services, content, and campaigns for financial advisors. Both platforms serve the same advisor segments with comprehensive marketing solutions spanning digital, print, and event channels.

Emerging players

• ActivePipe: ActivePipe is an emerging AI-driven lead nurturing and email marketing platform specifically designed for financial advisors. Both compete in advisor-specific marketing automation, with ActivePipe focusing more narrowly on lead nurturing versus Broadridge's broader marketing suite.
• Wealthbox: Wealthbox is an advisor CRM with growing marketing automation capabilities and a partner ecosystem that includes Broadridge. They are simultaneously a technology partner and emerging competitor in advisor-centric CRM and client engagement workflows.
• Redtail Technology: Redtail is a leading advisor CRM provider that also integrates marketing capabilities and partner solutions. As a CRM partner of Broadridge, they are an adjacent competitor in advisor workflow tools with potential to expand into more comprehensive marketing functionality.
• Vanilla: Vanilla is an emerging AI-powered client engagement and marketing platform for financial advisors. Both platforms compete in advisor-specific AI personalization, client communications, and content-driven engagement workflows.

Broad incumbents

• HubSpot: HubSpot is a broad marketing automation incumbent with deep CRM, content management, and email capabilities increasingly adopted by financial advisors. While not advisor-specific, HubSpot competes on core marketing automation features at lower price points and with greater self-service transparency.
• Salesforce Marketing Cloud: Salesforce Marketing Cloud is a broad enterprise marketing automation incumbent with CRM-native integration advantages. It competes for the same enterprise broker-dealer and bank marketing budgets that Broadridge Advisor Solutions targets, particularly where Salesforce CRM is already deployed.
• Constant Contact: Constant Contact is a broad email marketing and digital marketing platform widely used by small financial advisory practices as a low-cost alternative to advisor-specific platforms. It competes for the SMB advisor marketing dollar with transparent pricing and easier onboarding.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/broadridge
• LinkedInlinkedin.com/company/advisorstream
• Instagraminstagram.com/advisorstream
• Xx.com/BroadridgeAS

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Broadridge Advisor Solutions