Broadridge Acquires CompSci Resources to Expand SEC Filing Capabilities

Broadridge Acquires Fi360

October 10, 2019

Financial Services

Broadridge Financial Solutions has agreed to acquire Fi360, a provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries. The acquisition expands Broadridge's wealth and retirement offerings by adding fiduciary and Reg BI capabilities, as well as Fi360's accreditation and training programs.

Broadridge Financial Solutions Acquires Shadow Financial Systems

October 1, 2019

Financial Services

Broadridge Financial Solutions has acquired Shadow Financial Systems, a provider of multi-asset class post-trade solutions, adding capabilities across exchange-traded derivatives and cryptocurrency post-trade processing. The acquisition expands Broadridge's post-trade offering for exchanges, inter-dealer brokers and proprietary trading firms and brings Shadow's technology and expertise into Broadridge's global fintech platform.

Broadridge Financial Solutions Acquires AdvisorTarget

May 30, 2024

Data & Analytics

Broadridge Financial Solutions acquired AdvisorTarget to integrate advisor behavioral intent data into its data and analytics suite, enhancing digital marketing and sales targeting for asset managers and wealth firms. The deal expands Broadridge’s capability to pair advisor intent with asset-holding insights to drive more precise distribution and engagement strategies.

CBIZ Acquires CompuData, Inc.

March 1, 2024

IT Services

CBIZ, Inc. acquired CompuData, Inc., a Philadelphia-based technology solutions provider, effective March 1, 2024. CompuData (founded 1971) provides cloud computing, accounting ERP support, managed IT and security services, has about 60 employees and roughly $20 million in annual revenue; the acquisition expands CBIZ's technology and managed services capabilities for its small- and mid-market clients.

Broadridge Financial Solutions to Acquire CQG

February 6, 2026

IT Services

Broadridge Financial Solutions has entered into an agreement to acquire CQG, a provider of futures and options trading, execution management, and market connectivity. The acquisition is intended to create an end-to-end trading suite for global futures and options markets by combining CQG’s execution management/analytics/connectivity with Broadridge’s order management and client connectivity solutions.

Informatica Acquires Compact Solutions LLC

July 2, 2020

Data & Analytics

Informatica has acquired Compact Solutions LLC to integrate Compact Solutions’ advanced metadata scanners (MetaDex) into the Informatica Enterprise Data Catalog, expanding Informatica’s metadata management and automated data lineage capabilities. The acquisition strengthens Informatica’s metadata-driven AI and governance offering and helps customers accelerate analytics, data governance, privacy and data warehouse modernization initiatives.