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Advisors Operators Investors Owners Mentors Convergency Partners

Bridging Innovation
and Enterprise

Wealth Management – Asset Management – Technology

About Convergency Partners

Convergency Partners bridges the gap between innovation and enterprise. Delivering the strategy, resources, and relationships to make a lasting impact in financial services.

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Enterprises
Seeking
Innovation
Technology is accelerating the evolution and convergence of Wealth and Asset Management at an extraordinary pace. We understand the problems senior executives face because we have lived the same challenges, serving in the same roles. At Convergency, we help enterprises identify and implement the innovation they need to remain competitive.
Innovators
Seeking
Growth
Our mission is to connect game changing solutions in wealth management, asset management, fintech and wealthtech to the resources and partners they need to impact our industry. We offer strategic advice, capital, and resources for branding, marketing, and technology to help them navigate complex enterprise sales and put them on the right path to accelerate their growth.
Investors
Seeking
Insight
As senior, deeply rooted operators in asset management, wealth management, and technology, we provide private equity and venture capital firms with the industry insights they need to make informed capital decisions on game changing new solutions. We can also deliver the strategy, resources and relationships to help promising portfolio companies accelerate their growth.

As senior operators with deep expertise in Asset Management, Wealth Management, and Technology, Convergency Partners was established to help accelerate the change we see as the boundaries between these disciplines continue to reshape.

We are highly selective with whom we work, putting our names and efforts behind those leaders, ideas, and firms that can create substantial impact in financial services and align with us culturally.

Our Team
Partner Profiles
Frank Porcelli
Partner
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Jeff Miller
Partner
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Paul Hatch
Partner
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Dave Schrohe
Partner
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Eric Hoerdemann
Partner
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