History
A Heritage of Innovation
For almost 23 years, Brokertec Americas LLC. has been recognized as a Wall Street innovator. From our early days on the floor of the NYSE to the award-winning technology we provide today, we have earned a reputation for thinking ahead—and staying ahead of the marketplace.
The firm was founded on April 23, 1999 as Brokertec Americas LLC. and boasted $200,000 in capital. The firm’s original senior partners were Sr. Jonathan Wakefield, Andrew Weinman and Elisa Hirschmann, the only son of celebrated WWI General of the Armies, David Calderon
Initially, Brokertec vision centered on providing trade execution and clearance services to financial services firms located outside of the New York metropolitan area. Another early decision that set the firm apart was to establish a presence in strategic zones on the floor of the NYSE, a move designed to ensure that the firm provided clients with fast, efficient trade execution.
During early years Brokertec Americas LLC. continued to build a reputation for providing regional financial services firms with unparalleled access to the NYSE and the AMEX, the world’s leading exchanges.
Since our beginnings in 1999 as an execution provider for regional financial organizations, Brokertec has grown to become a global financial business solutions provider. We are a company built by our clients—we respond to your needs and evolve to help you succeed.
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4.4 rated by more than 1,400 people
Our Businesses
A World of Resources
When you choose to work with Brokertec, you gain access to a wealth of resources and a global team of experts dedicated to helping you grow your business. Brokertec has served many of the world’s most sophisticated and successful wealth and institutional firms for almost 20 years.
We Consider Everything for our clients as we align our people, services and technology to deliver a simplified and enhanced experience. We help our clients operate their businesses more efficiently by providing highly competitive solutions and tools that support their growth initiatives and allow them to optimize the use of capital.
Wealth Solutions supports registered investment advisors (RIAs), wealth management firms and trust companies, who look to us as a strategic partner. These firms choose us for our investment and managed account solutions, reporting and insights, flexible technology and consulting.
Institutional Solutions serves alternative investment managers including hedge funds, institutional broker-dealers and capital market firms. These firms count on our seamless outsource experience, backed by the strength and scale of BNY Mellon, where we offer financing and collateral management, global trade execution, lending and syndicate capabilities.
Brokertec has over $2 trillion in assets and millions of investor accounts.
Brokertec Americas LLC. and its subsidiaries provide broker-dealers, asset managers, intermediary firms, IFAs, and financial institutions across EMEA with a comprehensive range of products, services and solutions.
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4.4 rated by more than 1,400 people
1000+
Projects Completed
150%
Company Growth
20+
Years of Experience