BNY PERSHING/

WEALTH SERVICES

Streamline operations and strengthen client relationships with technology for wealth firms and financial advisors

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What we do

OUR VALUE

Financial advisors play a vital role in people's economic well-being. We empower them to help more people with the institutional strength of BNY Pershing/Wealth Services, a platform combining custody, technology and expertise to streamline operations and drive growth.

How we help

PLATFORM CAPABILITIES HIGHLIGHTS

01

Scalable Wealth Technology

Help to simplify your tech stack, boost productivity and accelerate growth with technology that offers end-to-end workflows, seamless third-party integration and strong interoperability across systems. 

02

Comprehensive Wealth & Advisory Solutions

Meet sophisticated client needs with integrated financial planning, managed accounts, retirement and tax strategies and insurance, combined with tailored offerings like private banking, securities-based lending and philanthropic solutions.

03

Robust & Flexible Custody

Help simplify your operations and boost agility with a single bank and brokerage custody platform that supports complex, multi-entity firms with institutional-grade-capabilities.

04

Personalized Service

Enhanced onboarding and support facilitated by a team that includes 300+ client-facing professionals experienced in custody, trading, lending and investments.

What we offer

OUR SOLUTIONS

What you gain

BENEFITS AT A GLANCE

Business Growth

Leverage tools, BNY experts and insights to help grow your business and deepen client relationships, supported by a model that focuses only on your brand.  

Enhanced Client Experience

Streamline your operations with our expert support and intuitive tools, helping you deliver a more efficient, personalized experience to your clients.​

Efficiency at Scale

Help reduce complexity and operational costs with resilient, scalable technology built to support expanding business demands. 

Trusted Stability

Work with the world’s largest custodian, backed by 240 years of trust and a secure, resilient infrastructure built to support your business through all market conditions.

By the numbers

MARKET LEADERSHIP1

$3T

global client assets2

$2B

net capital3

100K

professionals

1K

clients in 30 countries

8M

global investor accounts

64

clearing and custody markets

46

trading and conversion currencies

1As of Sept 30, 2025, 2Pershing LLC and its global affiliates,3Pershing LLC

Recognition

AWARDS

2025
LaRoche Research Partners
#1 U.S. clearing firm, based on the number of broker-dealer clients
2025
EMEA Finance
Best Treasury Services in EMEA
2024
HFM
Best Prime Broker - Capital Introduction
2024
Dalbar
#1 ranking for brokerage statements
2024
Global Finance
World’s Best Innovations for BNY Pershing | Wove
2024
Celent
Wove has been recognized by Celent’s Model Wealth Manager Awards in the “Streamlining Advisor Workflows" category.
2024
Global Custodian
Excellence in Prime Brokerage Operations

READY TO TALK ABOUT WHAT'S NEXT?

Learn more about our platforms and solutions
Contact us
Information for Investors

Account Balance Inquiries (201) 413-3333

©2025 Pershing LLC D/B/A BNY Pershing, a BNY company. All rights reserved. 

 

Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of Pershing Group, LLC.  Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and BNY companies. 

 

BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. Brokerage custody provided by Pershing LLC, member FINRA , NYSE , SIPC , a BNY company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. Products and services described herein are intended for financial professional use.

 

Information provided is for informational and educational purposes only and is not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Investing involves risk, including the possible loss of principal invested. Pershing does not provide legal or tax advice. Past performance is no guarantee of future results.

 

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions including delivery timing estimates, mock-ups, and functionality descriptions which remain subject to change without notice. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing.

 

The use of the firm’s platforms and technology may be affected by factors such as trading volume, market conditions, system performance and/or other factors. Pershing actively monitors the technology environment and endeavors to resolve issues promptly through various means.

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