Proxy Edge

What Proxy Edge does

ProxyEdge is the proxy voting and shareholder disclosure platform operated within Broadridge Financial Solutions, Inc. (NYSE: BR), a global financial technology vendor headquartered at 5 Dakota Drive, Suite 300, Lake Success, New York. The product provides institutional investors, asset managers, broker-dealers, custodians, and corporate issuers with workflow infrastructure for proxy vote capture, execution, disclosure reporting, and regulatory-compliant shareholder communications across SEC §14a and equivalent cross-border regimes. It sits alongside complementary offerings including ProxyVote and Virtual Shareholder Meeting technology, and is protected by a portfolio of granted US patents covering proxy-voting workflows, blockchain-based shareholder disclosure (US 12,387,512 B2), AI-driven bond intelligence, and distributed-ledger tokenization mechanisms.

The underlying technology stack combines event-driven shareholder data aggregation, multi-jurisdiction disclosure templates, AI-augmented analytics (including the patented BondGPT family), and integration with tokenization infrastructure via the UNIFY platform. The platform is ISO/IEC 27001 certified and operates under GDPR, CCPA, and LGPD data-privacy frameworks, and is delivered through 22 wholly-owned subsidiaries and a global office footprint spanning North America, EMEA, APAC, and LATAM. A 2026 partnership with Anthropic (Project Glasswing) extends the stack with agentic AI capabilities.

The business model is enterprise B2B: subscription-based technology licensing combined with per-meeting, per-vote, and per-communication transaction fees, sold through direct enterprise sales into five primary segments — Asset Management, Capital Markets, Issuers, Wealth Management, and Consumer Industries. Pricing scales with meeting volume, account counts, and disclosure distribution reach; go-to-market leverages Broadridge's incumbent institutional relationships, regional offices, and multilingual support.

Name

Proxy Edge

Legal name

Broadridge Financial Solutions, Inc.

Website

https://broadridge.com

Company type

Public

Founded year

1962

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

ProxyEdge, operated by Broadridge Financial Solutions, is a patented proxy voting and shareholder disclosure platform serving institutional investors, asset managers, broker-dealers, and corporate issuers globally. It delivers regulated workflow infrastructure across five financial segments with AI-augmented analytics and tokenization support.

Ownership category

akta.pro rank

Product category

Corporate Governance and Proxy Voting Technology

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Proxy Voting & Shareholder Meetings (AGM/EGM) (FSACAKAB)

akta.pro secondary industries

Proxy Voting & Governance Services (FSAAAOAJ), Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy) (FSAAALAD), Proxy Voting & Shareholder Meeting Services (FSACAHAL)

Keywords

• Proxy voting software
• Shareholder communications
• Corporate governance technology
• Regulatory compliance solutions
• Investor disclosure platform

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices15 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Technology Solutions and Services: Broadridge provides comprehensive financial technology solutions including proxy services, trade processing, wealth management solutions, and regulatory compliance services to banks, broker-dealers, mutual funds, corporations and other financial institutions globally.
2. Data and Analytics: Market intelligence, investor intelligence, and data analytics solutions that provide actionable insights for financial services decision-making.
3. Customer Communications: Omnichannel communications solutions including digital delivery and print services for customer engagement.
4. AdvisorTarget Data Products: Subsidiary Broadridge AdvisorTarget sells reports containing personal information about financial advisors and their practices to clients.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

ProxyEdge is a proxy voting and disclosure solution that streamlines shareholder meeting processes including electronic voting, vote processing, meeting notifications, regulatory communications, and mailings for corporate issuers and financial services institutions. It is supported by a broader governance and regulatory compliance capability suite that includes Mobile ProxyVote, Virtual Shareholder Meeting technology, ProxyDisclosure, blockchain-based shareholder disclosure, investor engagement analytics, and digital delivery of communications.

Product overview

Broadridge offers a comprehensive financial technology platform with multiple integrated solutions. The core product ProxyEdge provides proxy voting services. The platform also includes the UNIFY tokenization platform for digital assets, BondGPT generative AI tools for bond markets, and extensive solution suites covering wealth advisor solutions, front office trading, middle and back office operations, governance and regulatory compliance, customer communications, data analytics, and consulting services. These products work together to power investing, governance, and communications for financial services clients.

Differentiator

Problem solved

Functional benefit

Brands

• ProxyEdge: Proxy voting and disclosure solution for shareholder communications and corporate governance
• ProxyVote
• LTX Trading Platform
• Investigo
• Fi360
• AdvisorTarget
• BondGPT
• Virtual Shareholder Meeting
• Broadridge Customer Communications Cloud
• Blockchain-Based Shareholder Disclosure Platform

Products and services

• ProxyEdge Proxy voting and disclosure solution providing secure, accurate proxy vote processing and management for shareholder meetings; supports electronic voting, shareholder communication management, and disclosure workflows for corporate issuers and financial services institutions.
• Proxy Services Comprehensive proxy voting and meeting management services including electronic and mobile proxy voting, secure vote processing, meeting notifications, and mailings for shareholder meetings; designed for corporate issuers, brokers, and asset managers.
• Mobile ProxyVote Mobile proxy voting solution enabling shareholders to submit proxy votes via mobile devices; protected by issued patents and used for secure, accurate proxy processing and vote management.
• Virtual Shareholder Meeting Virtual meeting platform for shareholder meetings, enabling virtual annual general meetings and remote shareholder participation.
• Blockchain-Based Shareholder Disclosure Platform Distributed ledger platform that supports shareholder disclosure and proxy voting using private permissioned blockchain technology.
• ProxyDisclosure Proxy disclosure system for managing regulatory and shareholder disclosures associated with proxy voting.
• Digital Delivery Digital communications delivery system used to distribute proxy materials, regulatory notices, and shareholder communications across digital channels.
• Investor Engagement Analytics / Digital Communications Optimization Analytics solutions for measuring and optimizing investor engagement and digital communications around proxy voting and shareholder disclosure.

Quantifiable outcome

• Recognized as Fortune Magazine's 'World's Most Admired Companies' for twelfth time in 2026
• +3 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature9 records

Scale indicators6 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Toppan Merrill: Provider of SEC filing, EDGARization, and proxy/annual report services; direct competitor in the regulatory communications and proxy disclosure workflow.
• Computershare: Global transfer agent and issuer services provider that competes directly with ProxyEdge in proxy voting, shareholder meetings, and corporate actions for public companies and intermediaries.
• Equiniti: Transfer agent and share registration business offering proxy voting, AGM services, and investor communications — direct competition for ProxyEdge in issuer-side governance.
• Donnelley Financial Solutions (DFIN): Provides SEC filing, proxy statement, and regulatory communications solutions — directly overlapping with ProxyEdge's governance and issuer services workflow.

Emerging players

• Workiva: Cloud platform for SEC reporting, ESG, and audit/disclosure workflows; increasingly competes for governance, proxy, and regulatory reporting workloads adjacent to ProxyEdge.

Broad incumbents

• SS&C Technologies: Holds DST Systems and other financial software assets including transfer agency and asset servicing — competes with Broadridge in securities processing and investor recordkeeping.
• Adenza (Thoma Bravo): Roll-up of financial infrastructure software (including Calypso, Murex-adjacent, and governance modules) that competes for capital markets and risk/regulatory workloads overlapping with Broadridge.
• Wolters Kluwer Corporate Services: Owner of TMF Group and entity governance software; offers corporate secretarial, compliance, and governance tooling that overlaps with Broadridge's issuer-side capabilities.
• FIS (Fidelity National Information Services): Large-scale capital markets and wealth technology vendor with overlapping post-trade, custody, and investor servicing capabilities adjacent to Broadridge's platform.

Others

• Onity Group (formerly Black Knight): Financial services technology provider in mortgage and capital markets; adjacent to Broadridge in post-trade and servicing infrastructure but not directly competing in proxy voting.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/broadridge
• YouTubeyoutube.com/broadridge
• LinkedInlinkedin.com/company/broadridge-financial-solutions
• Instagraminstagram.com/broadridge
• Facebookfacebook.com/BroadridgeCareers

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries21 records

Funding overview

Funding rounds4 records

Investors

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

M&A46 records

Investments19 records

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

Frequently asked questions about Proxy Edge