List of Broadridge AdvisorStream Customers
Broadridge Financial Solutions
5 Dakota Drive, Suite 300,
Lake Success, 11042, NY,
United States
Lake Success, 11042, NY,
United States
1 727-355-9393
Banking and Financial Services
14600
$6.9B
Since 2010, our global team of researchers has been studying Broadridge AdvisorStream customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Broadridge AdvisorStream for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Broadridge AdvisorStream for Marketing Automation include: LPL Financial, a United States based Insurance organisation with 8400 employees and revenues of $10.05 billion, Guggenheim Partners, a United States based Banking and Financial Services organisation with 2200 employees and revenues of $550.0 million, Investor Securities Group, a United States based Banking and Financial Services organisation with 75 employees and revenues of $25.0 million, Opoc, a United States based Insurance organisation with 100 employees and revenues of $10.0 million, Capital Planning Advisors, a United States based Banking and Financial Services organisation with 10 employees and revenues of $6.0 million and many others.
Contact us if you need a completed and verified list of companies using Broadridge AdvisorStream, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Broadridge AdvisorStream customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Able Financial Group | Banking and Financial Services | 17 | $2M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2022 | n/a |
In 2022, Able Financial Group deployed Broadridge AdvisorStream as a Marketing Automation solution to support marketing and client communications functions. Broadridge AdvisorStream is implemented on the firm website to deliver syndicated, advisor branded content and to provide a centralized feed of articles and insights for client engagement. The deployment positions Broadridge AdvisorStream as the primary digital content delivery layer for the firm’s external communications.
The implementation focuses on web embedded content syndication and template driven publishing workflows, enabling marketing and advisory staff to curate and publish content without separate hosting. Configuration centers on content curation, template management and distribution workflows that align with advisor review and compliance processes, with Broadridge AdvisorStream providing the centralized content management and delivery capability. Operational coverage is concentrated on marketing and client communications for the firm, with the application integrated into the public website as the outward facing content channel.
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American Investment Planners | Banking and Financial Services | 17 | $3M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2013 | n/a |
In 2013 American Investment Planners implemented Broadridge AdvisorStream as their Marketing Automation solution on their website. The deployment places Broadridge AdvisorStream at the center of external client communications for the 17 person financial advisory firm, supporting advisor-branded content distribution and client engagement workflows. American Investment Planners Broadridge AdvisorStream Marketing Automation coordinates marketing and client service functions through web-hosted content and outbound communications.
Broadridge AdvisorStream was configured to run on the public site, enabling content syndication, advisor-branded newsletters, and campaign orchestration consistent with Marketing Automation capabilities. Implementation work emphasized configuring content libraries, template-driven email workflows, and audience segmentation to support marketing and client service activities, with governance aligned to the advisory team's communication approval and compliance review processes. Integrations are limited to the website context as stated, and operational scope is focused on marketing and client communications for American Investment Planners in the United States.
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Antolino & Associates | Banking and Financial Services | 20 | $2M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2012 | n/a |
In 2012, Antolino & Associates implemented Broadridge AdvisorStream on their website. Broadridge AdvisorStream is used as a Marketing Automation solution to deliver syndicated thought leadership, client email communications, and personalized content feeds for the boutique advisory firm.
Deployment follows a cloud delivered SaaS pattern with Broadridge AdvisorStream components embedded directly into the public website and advisor-facing pages to surface tailored content. Functional capabilities implemented include content syndication, email distribution and template management, feed personalization, and campaign reporting, with configuration focused on branding, editorial scheduling, and advisor level content controls. Operational ownership is concentrated in the firms marketing and client service functions, supported by editorial approval workflows and centralized content templates to govern messaging and advisor communications.
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Apex Securities & Asset Mgmt | Banking and Financial Services | 10 | $1M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2012 | n/a |
In 2012, Apex Securities & Asset Mgmt implemented Broadridge AdvisorStream as a Marketing Automation solution embedded on its corporate website. Apex Securities & Asset Mgmt uses Broadridge AdvisorStream for Marketing Automation to support marketing and client communications, linking on-site content distribution with advisor-facing outreach.
The deployment centers on web-embedded content delivery and automated client communication workflows, with Broadridge AdvisorStream configured to deliver curated content and scheduled email distributions. Configuration emphasis appears on site widgets and content feeds that surface advisor-branded articles and client newsletters, consistent with Marketing Automation functional patterns such as content personalization, campaign scheduling, and subscription management.
Operational coverage is focused on the small firm marketing and client communications function, with the application exposed on the public website to capture client engagement and subscription opt-ins. Integrations are limited to website embedding and content feed ingestion into the public site, supporting advisor communications and client-facing content delivery without indication of broader enterprise system connections.
Governance practices align with marketing operations workflows, implementing content approval and scheduled publishing procedures to manage compliance and consistency for public-facing materials. The implementation narrative reiterates Broadridge AdvisorStream as the chosen application, positioned to centralize content distribution and automate routine client communications for Apex Securities & Asset Mgmt.
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APS Pension & Financial Services | Banking and Financial Services | 20 | $3M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2025 | n/a |
In 2025 APS Pension & Financial Services deployed Broadridge AdvisorStream on its public website as its Marketing Automation platform for client communications and advisor outreach. The deployment is centered on web-delivered content distribution, positioning Broadridge AdvisorStream as the primary Marketing Automation channel for externally facing content and email-based client engagement.
Configuration focuses on content feed publishing to the website, template-driven email campaigns, scheduled distribution, and audience segmentation workflows consistent with Marketing Automation capabilities. Broadridge AdvisorStream is used to manage a centralized content library, orchestrate recurring client communications, and enable personalized messaging for advisory and client service teams.
The implementation is cloud-hosted SaaS in orientation, integrated directly with the corporate website for feed-based publishing, and operated by the firm’s marketing and client service functions. Governance has been oriented around centralized content approval, editorial scheduling, and advisor alignment to ensure consistent external messaging while keeping operational complexity proportionate to a 20-person financial services firm.
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Banking and Financial Services | 10 | $2M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2014 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2012 | n/a |
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Banking and Financial Services | 10 | $6M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2011 | n/a |
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Banking and Financial Services | 20 | $2M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2015 | n/a |
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Professional Services | 20 | $2M | United States | Broadridge | Broadridge AdvisorStream | Marketing Automation | 2016 | n/a |
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Showing 1 to 10 of 25 entries
Buyer Intent: Companies Evaluating Broadridge AdvisorStream
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Broadridge AdvisorStream. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Broadridge AdvisorStream for Marketing Automation include:
- Alpheya United Arab Emirates, a United Arab Emirates based Banking and Financial Services organization with 100 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Broadridge AdvisorStream Coverage
Broadridge AdvisorStream is a Marketing Automation solution from Broadridge.
Companies worldwide use Broadridge AdvisorStream, from small firms to large enterprises across 21+ industries.
Organizations such as LPL Financial, Guggenheim Partners, Investor Securities Group, Opoc and Capital Planning Advisors are recorded users of
Broadridge AdvisorStream for Marketing Automation.
Companies using Broadridge AdvisorStream are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Broadridge AdvisorStream are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Broadridge AdvisorStream across Americas, EMEA, and APAC.
Companies using Broadridge AdvisorStream range from small businesses with 0-100 employees - 92%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 8%, and global enterprises with 10,000+ employees - 0%.
Customers of Broadridge AdvisorStream include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Broadridge AdvisorStream customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Marketing Automation.