Own your time.
Focus on your clients.

Wealth management professionals are spending too much time and energy trying to navigate the very solutions that were meant to make their jobs easier. We intend to end that.

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It's about time.

At Pershing X, we’re building an interconnected suite of financial applications that will respond to your most challenging needs, so that you can spend more time focusing on helping your clients thrive.

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From financial analysis to portfolio management, our interoperable and multi-custodial platform is designed to give you scale thanks to financial applications working together — seamlessly.

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When data flows simply and securely within the financial applications you use every day, you’re free to work the way you want — untethered, unhindered and unencumbered.

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With a truly unified and intuitive experience, there’s nothing getting in the way of the success you were meant to achieve — for you and your clients.

Innovation is happening at Pershing X. Stay in the loop.

This is the future you were promised.

We’re tearing down walls in favor of raising something greater – a game-changing financial platform that reflects the vision you have for your business and your clients, and respects the effort and enthusiasm you put into your work.

Freedom to help more clients and deepen relationships.

We’re tearing down walls in favor of raising something greater – a game-changing financial platform that reflects the vision you have for your business and your clients and respects the effort and enthusiasm you put into your work.

Join our team of visioneers

Backed by the scalability of BNY Mellon, and driven by our team of relentless doers, we’re pushing the boundaries of what was, until now – impossible. It will be incredibly hard, extraordinarily rewarding and seriously exciting. Interested?

There's a lack of connectivity and interoperability in the market. What Pershing X is setting out to do is to solve that problem. No one has cracked the code yet. But we will.

– Ainslie Simmonds, President, Pershing X

What role will you play in the future of fintech?

We're looking for a principal UX / Design subject matter expert to lead teams to solve our most complex product design challenges for Pershing X, a new advisory tech start up within BNY Mellon | Pershing...


You will primarily be responsible for the integration product strategy and driving a culture of innovation to develop new capabilities in the API domain. You will define the strategy, solution and help evolve data integrations across various platforms. The product manager will be accountable for implementation, documentation, and integration of a variety of APIs...

We are looking for a Senior Custodial Partnership Manager to help develop and drive the strategic plan for managing and growing existing and new custodial relationships.  Identifies opportunities to evolve custodial engagement for incremental joint partnership goals...

The Pershing X Business Program Manager role will play a pivotal role in supporting growth and transformation efforts by managing medium to large-sized business programs and will be the primary contact for internal clients and groups within the organization.

Pershing X

What are we up to?

At Pershing X, the day starts with a blank page and ends with a masterpiece of ideas and insights. Here are just a few of our thoughts, captured and cleaned up for your benefit.

Insights & News


Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

Pershing X, a technology provider and new business unit of BNY Mellon | Pershing, and Conquest Planning (Conquest), a financial planning technology start-up...

employees in conference room

NEWS | JUNE 2022

Pershing X Will Be Like Google Suite for Advisors

Beta clients of Pershing X will begin using the platform in the fourth quarter, with additional capabilities expected to come online in 2023 and beyond...

NEWS | JUNE 2022

BNY Mellon uses Pershing INSITE 2022 to let RIAs know it has its own dog in the fight with Pershing X


NEWS | JUNE 2022

BNY Mellon Gives Advisors a Glimpse of Pershing X at INSITE


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