Expanding Tech Ecosystem BNY Mellon Pershing continues to integrate with innovative fintech solutions, such as Halo Investing and Arta Finance, indicating strong potential for partnerships with technology providers seeking to embed custodial or clearing services within their platforms.

Platform Innovation The recent launch of Wove and upgrades to Pershing's multi-custodial wealth management platform suggest opportunities to target digital wealth managers and advisory firms looking for scalable, advanced technology solutions to enhance their service offerings.

Strategic Partnerships With Pershing's active collaboration with firms like Normavila and Arete Wealth, there's a clear emphasis on secure, transparent custody and clearing services—ideal for engaging clients seeking reliable, regulated infrastructure in their wealth management and custody needs.

Market Presence Serving over six million investor accounts globally with a diverse client base including broker-dealers and registered investment advisors, Pershing presents a substantial opportunity for firms aiming to expand or modernize their custodian relationships.

Industry Engagement Regular participation in conferences like INSITE and ongoing industry collaborations position Pershing as a thought leader, making it attractive for firms interested in aligning with innovative, forward-thinking financial service providers.