BNY Pershing

Clearing, custody and wealth technology provider for advisers and broker-dealers.

Clearing and broker-dealer servicesRIA custodians

BNY Pershing provides clearing, custody, trading, lending and technology services to broker-dealers and independent advisory firms. Its site lists wealth tools including Netx360+ and the Wove platform.

The firm says it began as Pershing and Company in 1939. The Bank of New York bought it in 2003, and it is now part of BNY.

In the filings

493 of 8,572 wealth-focused RIAs, or 6%, name BNY Pershing as a custodian on Form ADV. See the full record.

What it does

Clearing
Custody
Wealth technology
Managed accounts
Lending
Trading

Works with

Integrations

Netx360+
Wove

As listed by BNY Pershing.

Coverage

First Manhattan adds former Focus dealmaker Allie Silverman
Financial ADVSR, Oct 27
BNY sunsets Wove platform as Pershing leadership is reshaped
Financial ADVSR, Oct 26
J.P. Morgan team forms Latigo Peak Partners with $18.6 billion in assets
Financial ADVSR, Oct 19
Phil Scott and Jim Atwood leave J.P. Morgan to launch $18.6 billion Latigo Peak
Financial ADVSR, Oct 19
Pershing sunsets Wove platform after Simmonds exits during BNY restructuring
Financial ADVSR, Oct 10
Altruist builds donor-advised funds into its custody platform with no account minimums
Financial ADVSR, Oct 6
Wove Unravels: BNY Pershing’s Retreat and Lessons for Broker-Dealers
WealthTech Today, Oct 1

All our coverage of Pershing

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