Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities.
NEW YORK, Sept. 9, 2025 – Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) today announced that it has acquired iJoin, a leading retirement plan technology provider specializing in participant onboarding, engagement, and analytics solutions for the retirement industry.
Mike Tae, Group President of Funds, Issuer, and Data-driven Solutions, Broadridge:
“With increasing demand for personalization, growing interest in lifetime income options, and the convergence of retirement and wealth management, there is a greater need for advanced tools and technology to enable record keepers, plan advisors, asset managers, and insurers to deliver plan participants better onboarding experiences, education and advice. There are strong synergies between iJoin’s innovations in plan participant data aggregation and standardization, its managed account and income technologies, and Broadridge’s retirement plan servicing capabilities. Together, the solutions will help providers across the retirement ecosystem deliver stronger participant outcomes, accelerate growth and enhance efficiency.”
Broadridge’s retirement plan investment servicing, custody, analytics, and participant communications solutions will be complemented by iJoin’s participant onboarding, managed accounts, retirement income, and data-driven engagement services. The combination will enable Broadridge to more holistically serve providers across the retirement ecosystem with leading retirement enrollment, data, and insights solutions.
Steve McCoy, CEO of iJoin:
“iJoin was founded on the belief that retirement should be more personal for everyone. Our mission has always been to help record keepers, plan advisors, and plan sponsors connect participants to highly personalized, goal-based solutions that lead to better outcomes. Partnering with Broadridge takes that mission to the next level. Their scale and trusted relationships create new opportunities to accelerate innovation, broaden our reach, and deliver greater value to clients and participants.”
iJoin’s capabilities enable record keepers to streamline participant enrollment into 401k plans, asset managers and insurers to more efficiently deliver managed account and income solutions, and advisors and their home offices to better identify participant cohorts and execute personalized education and outreach campaigns.
The transaction is not expected to have a material impact on Broadridge’s financial results.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
For more information about us, please visit broadridge.com
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Forward-Looking Statements
This press release and other written or oral statements made from time to time by representatives of Broadridge may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature, and which may be identified by the use of words such as “expects,” “assumes,” “projects,” “anticipates,” “estimates,” “we believe,” “could be,” “on track,” and other words of similar meaning, are forward-looking statements.
These statements are based on management’s expectations and assumptions and are subject to risks and uncertainties that may cause actual results to differ materially from those expressed. These risks and uncertainties include those risk factors described and discussed in Part I, “Item 1A. Risk Factors” of our Annual Report on Form 10-K for the year ended June 30, 2025 (the “2025 Annual Report”), as they may be updated in any future reports filed with the Securities and Exchange Commission. All forward-looking statements speak only as of the date of this press release and are expressly qualified in their entirety by reference to the factors discussed in the 2025 Annual Report.
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iJoin-Broadridge Transaction FAQs
1. Why did Broadridge acquire iJoin?
This acquisition expands Broadridge’s capabilities with participant-level data and strengthens its ability to connect wealth and retirement solutions. iJoin’s partnerships, technology, and talent are highly complementary, creating new opportunities for growth and innovation.
2. Why did iJoin decide to join Broadridge?
Joining Broadridge allows iJoin to scale and accelerate the growth of our solutions and product roadmap as part of a respected, global organization. We gain expanded distribution opportunities through both Fi360 and Matrix, while also benefiting from world-class technology, security, and resources to better serve our clients and partners.
3. What does this acquisition mean for iJoin clients and partners?
In the immediate term, nothing changes. Clients will continue working with the same teams and systems they know. Over time, we will explore opportunities to enhance relationships by integrating additional capabilities from Broadridge.
4. What will happen with the iJoin brand?
In the immediate term, iJoin will retain its brand name and identity, going by “iJoin, A Broadridge Company.”
5. How will the iJoin and Broadridge teams work together day-to-day?
It’s business as usual for now. iJoin and Broadridge teams are collaborating closely to ensure a smooth transition and continuity of service. Clients should continue to expect the same high level of support.
6. How will my data be handled during and after the transition?
Your data will continue to be protected under the same privacy and security standards you’ve come to expect from iJoin. Broadridge brings additional scale and expertise in safeguarding sensitive participant and plan information, supported by world-class technology and compliance protocols. As we move forward, there will be no disruption to current data handling practices, and any future changes will be clearly communicated in advance.
7. Will there be changes to data protection or privacy policies?
No. Both organizations are committed to maintaining the highest standards of data privacy and security. Any future changes will be communicated clearly in advance.
8. How will clients be kept informed during the transition?
We will provide regular updates as integration progresses. Clients can also reach out to their existing iJoin contacts at any time with questions.
9. Will my existing agreement with iJoin transfer to Broadridge?
Yes, we will honor all existing contracts.
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