Growth Advisory for Wealth Management, Asset Management and Fintech
Accelerating Your Growth
We are senior, results-driven operating executives who take a hands-on approach with clients in asset management, wealth management and fintech to accelerate their business growth.
Convergency brings a unique understanding of institutional and high net worth client needs, deep relationships with senior decision makers, and a track record of driving sustainable and profitable growth for our clientsLearn More
Technology, evolving client needs, and the commoditization of investment advice have introduced new challenges and opportunities for wealth managers. Convergency's operating experience and strategic depth help our clients navigate these changes to their optimal benefit.Learn More
As operating executives, we understand the role of technology and its impact on client experience, productivity and efficiency. We have differentiated experience connecting today's innovators with relevant financial enterprises.Learn More
We improve the probability of success by providing private equity, venture capital and financial services firms with unique due diligence insights to better inform capital decisions and help portfolio companies develop executable growth strategiesLearn More
We fundamentally believe the interests of our clients come first. Success will follow.
We take great pride in the professional quality of our work driven by our uncompromising determination to achieve excellence. As a result, we align our success to that of our clients, building lasting productive relationships based on trust and results. Client Portfolio
We are senior operating executives with deep experience, complementary skills, and a collective passion for achieving success.