G2 Vendor Directory

Pershing a BNY Mellon

#18 in Investment Portfolio Management

Jersey City, New Jersey

1

Products on G2

58

Total reviews

4.2

Avg. star rating

  • Pershing Financial Services ranks #18 in Investment Portfolio Management.
  • Pershing a BNY Mellon's 1 product span 2 categories on G2.
  • Enterprise is the largest segment among reviewers, at 41.4%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Pershing a BNY Mellon's products.

Page views and citations · Pershing a BNY Mellon

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

1

Salesforce

1 switched
2

Nitrogen

1 switched
3

Morningstar

1 switched

Losing to

Based on reviewers of other products who said they switched from Pershing a BNY Mellon.

1

Altruist

1 switched
2

Betterment

1 switched

Key stats

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#18

2

Enterprise

1939

10

Jersey City, New Jersey

Adoption by company size

SegmentShare of reviews
Small Business29.3%
Mid-Market29.3%
Enterprise41.4%

Quarterly history

QuarterTotal reviewsAvg. rating