Bivium Westfuller is an emerging leader in the mission-aligned OCIO space for endowments and foundations.  The entity is a joint venture of Bivium Capital, with a 20+ year track record as a Manager of Diverse Managers serving institutional investors, and Westfuller, an RIA providing investment advisory and wealth management solutions to values-driven endowments, foundations, and private clients for over a decade.

Convergency is supporting Bivium Westfuller’s efforts to optimize the joint venture and develop/execute the long-term, scalable growth strategy.

For more information on Bivium:  https://www.biviumcapital.com/

For more information on Westfuller: https://westfulleradvisors.com/

Bonsai is developing a fully integrated platform including investments, risk management, insurance, asset-liability management, banking, and small business valuations for financial professionals seeking to position themselves as their client’s personal CFO.  Bonsai’s holistic balance sheet approach to planning strives to deliver a higher probability of those clients achieving their determined outcomes.

Bonsai has partnered with Convergency in a broad-reaching advisory role that includes strategy, technology, partnerships, capital raising, and distribution.

For more information on Bonsai:  https://www.mybonsai.com/

Brigade, founded in 2006, is a global institutional asset manager that employs a multi-strategy, multi-asset class approach to investing across the broad credit universe. The firm is driven by a highly disciplined, bottom-up, fundamental process executed by an experienced investment team focusing on total return and capital preservation.

Brigade has partnered with Convergency to expand distribution into mainstream private wealth management channels through both alternative public and private credit strategies as well as traditional mutual fund vehicles.

More information on Brigade: https://www.brigadecapital.com/

Capital Preferences has created a new standard for wealth management client engagement and personalization by using a highly differentiated, gamified digital experience to scientifically measure a client’s revealed preferences related to a number of factors affecting investments. The experience succeeds in enhancing client relationships, improving advisor productivity, and helping firms and advisors to make better decisions on behalf of their clients. 

Capital Preferences has partnered with Convergency to drive enterprise platform adoption in the wealth management industry and bring a differentiated client experience to advisors and their clients. 

For more information on Capital Preferences:  https://www.capitalpreferences.com/ 

CENTRL is a leading AI-powered third-party risk and diligence platform for the financial industry. Its solutions deliver efficiency improvements and enhanced oversight to diligence teams across investment management, banking, and other verticals. The platform enables asset owners to more effectively diligence and monitor their partners and asset managers to better understand and respond to their client and prospect needs. CENTRL leverages industry-specific AI models to provide advanced workflow automation, analytics, and AI-powered intelligence capabilities. The CENTRL platform is used by some of the largest investors, asset managers, and banks across the Americas, Europe, and APAC.

CENTRL has partnered with Convergency to help drive widespread adoption of the diligence platform and develop strategic partnerships to accelerate growth. Convergency is helping to drive brand awareness and establish CENTRL as the industry standard platform for communication and due diligence between asset owners and their asset manager partners.

More information on CENTRL: https://www.centrl.ai/

Conquest Planning is Canada’s leading financial planning software provider, built on the belief that everyone deserves access to great financial advice. Founded in 2018 by a team of financial technology veterans with over 30 years of experience, Conquest delivers an innovative platform that accelerates the creation of hyper-personalized, visually engaging financial plans. With its intuitive design, simple onboarding, and AI-driven technology, Conquest enables financial professionals to deliver meaningful and efficient advice.

Conquest has partnered with Convergency to build on its success in the Canadian market over the past two years, focusing on introducing and facilitating the adoption of Conquest’s innovative platform within large wealth management enterprises in the United States.

For more information on Conquest:  https://conquestplanning.com/en-us/home

Fincom is a leading provider of compliance solutions that include OFAC/Sanctions screening, Verification of Payee (VOP), Auditing tools, Perpetual KYC (pKYC), and more. Through innovative technology and comprehensive service offerings, the company enables Banks, Broker Dealers, Wealth Management firms, Custodians, Transfer Agents, Insurance Firms, Recordkeepers, Fintechs, and others to efficiently navigate complex regulatory requirements while ensuring compliance with global standards. Fincom’s commitment to accuracy, efficiency, and customer-focused innovation positions it at the forefront of the rapidly evolving compliance technology sector.

Fincom has partnered with Convergency to help drive widespread adoption across wealth management firms, custodians, banks, insurance, transfer agents and recordkeepers of the compliance platform and develop strategic partnerships to accelerate growth. Convergency is helping to drive brand awareness and establish Fincom’s unique and patented technology to ensure compliance with very important regulatory requirements.

More information on Fincom:www.fincom.co

Flextion uses a revolutionary approach to evaluate fund returns, helping investors identify managers at a turning point—those poised to outperform after a period of underperformance. Designed by seasoned portfolio managers, Flextion identifies the gap between “clock time” and “market time,” empowering investors to unlock long-term value and uncover hidden performance potential.

Convergency will leverage our experience in distribution strategy, operations, investments, and technology to partner with Flextion to help build its market presence and profile as this exciting new capability is brought to market. 

For more information on Flextion, visit https://flextion.ai/

Future Capital is a leading provider of personalized, professionally managed portfolios for defined contribution (DC) plans. The firm specializes in held-away account management, enabling participants to receive holistic portfolio oversight across workplace retirement accounts. Through its proprietary technology and discretionary management capabilities, Future Capital equips financial advisors, wealth management firms, and retirement plan providers to deliver scalable, fiduciary-grade investment management to participants.

Convergency Partners works with Future Capital to refine the go-to-market strategy, strengthen value proposition messaging, and accelerate acceptance of its model as a complementary solution within existing retirement and wealth ecosystems, including wealth management firms, registered investment advisors (RIAs), and recordkeepers.

For more information on Future Capital, please visit https://www.futurecapital.com/

GBI has developed an industry-leading solution to allow wealth management clients and individual investors to buy, sell, store, and take delivery of physical precious metals including gold, silver, and platinum.  The end-to-end GBI Platform offers secure storage solutions in global locations, IRA and advisory account compatible investments, and integrated technology for financial advisors and institutions to manage this portion of client portfolios with transparency, convenience, and security.

GBI has partnered with Convergency to expand its wealth management and clearing & custody client base and enhance its solution to bring fractional physical gold ownership into advisory programs.

More information on GBI: https://gbi.co/

Founded in 1999, MarketGrader is a leader in systematic investment solutions, offering a globally recognized index platform built on a well-researched and extensive family of fundamentals-based factors with a 20+ year performance track record. Its methodology utilizes a proprietary framework which blends indicators across growth, value, profitability, and cash flow to identify high-quality businesses that are true long-term compounders of shareholder value. MarketGrader’s global equity research engine continuously evaluates over 41,000 publicly traded companies across 93 countries, providing the foundation for scalable index solutions that consistently outperform both traditional benchmarks and active managers across global markets.

MarketGrader has entered into a strategic collaboration with Convergency to accelerate the growth of its platform and scale its reach. Convergency is leveraging its distribution and product-strategy expertise to help MarketGrader extend its capabilities to a broader universe of investment applications, including ETFs, SMAs, model portfolios, direct indexing solutions, and annuity platforms.

For more information on MarketGrader, please visit:

MarketGrader Indexes: https://www.marketgraderindexes.com/

MarketGrader Research: https://www.marketgrader.com/

NDVR is a wealth optimization company that builds and manages custom portfolios for high net worth clients. NDVR has developed innovative technologies to (i) make financial planning digital, easy and convenient, (ii) optimize each client’s portfolio for their specific plan, (iii) seek enhanced returns with sophisticated investment strategies, and (iv) keep fees low. They complement their technology with fiduciary advice from experienced advisors – all designed to improve each client’s chances of achieving their unique goals for their wealth.

NDVR has partnered with Convergency to explore extensions of their current business, refine their strategy, and help create the wealth optimization firm of the future.

For more information on NDVR: https://ndvr.com/

Star Mountain (founded in 2010) is a specialized U.S. lower middle-market asset management firm focused on two investment strategies: 1) providing debt/equity capital to established, growing companies; and 2) purchasing existing LP positions, generally at a discount, in lower middle-market funds. Star Mountain manages $4+ billion of AUM (committed capital including debt facilities as of 5/31/25) through funds and SMAs for some of the most sophisticated investors globally including individuals, family offices/wealth managers, insurance companies, endowments / foundations and pension plans.

Star Mountain is 100% employee-owned and 100% of employees share in the investment profits across 100+ team members and 40+ senior advisors/operating partners in 20+ offices. Since inception Star Mountain has made over 200 investments.

Convergency has partnered with Star Mountain to support their distribution efforts by facilitating connectivity into the wealth management space. This focus includes large traditional firms, RIAs, family offices, and consultants. Additionally, we provide market feedback to help shape Star’s development of investment solutions.

For more information on Star Mountain Capital: https://starmountaincapital.com/

Storyline is the personalized, compliant video infrastructure layer for wealth and asset management, transforming live portfolio, market, and CRM data into deterministically generated, scalable video communications. The platform combines AI-powered narrative generation with configurable personalization, hundreds of voices, and avatars across 30+ languages, deterministic scripts, real-time engagement measurement, and enterprise-grade compliance monitoring—delivering audit-ready output with zero hallucinations. Advisors and portfolio managers can shorten content production timelines, automate personalized outreach across the client lifecycle, and deepen engagement with video that dramatically outperforms static communication.

Storyline is rapidly gaining traction across wealth management, asset management, and retirement, with tier-one institutional customers already live and actively expanding their use. The platform integrates with industry core infrastructure, major data platforms, and CRM ecosystems, ensuring seamless data flow and governance across large-scale enterprise deployments.

Storyline has partnered with Convergency on business development and go-to-market strategy across the wealth management, asset management, insurance, and retirement verticals, delivering enterprise-grade personalized video infrastructure to advisory firms and portfolio managers of every size.

More information on Storyline: https://storyline.com/

UPTIQ has developed a rapid deployment workbench for the development of productivity-driving advisor AI agents in the wealth management and banking industries. Uptiq’s off-the-shelf solutions integrate easily into existing technology stacks while differentiated custom solutions can be created in weeks, not years.

One example is wealth lending solution that enables wealth advisors to connect their clients to the ideal lender, funding virtually any liquidity objective with over 100 lending products from more than 65 institutions on the platform.  Uptiq’s AI-driven technology efficiently guides the advisor through a simplified pre-qualification and matching process, adding a new, high-demand dimension to the provision of holistic advice and the client relationship.

UPTIQ has partnered with Convergency drive brand recognition and growth in the wealth management space.  Convergency has also worked with UPTIQ to identify and solidify strategic partnerships and drive advisor adoption.

More information on Uptiq: https://www.uptiq.ai/

volScout is a premier investment boutique that designs and implements innovative and customized solutions for institutional and high net worth clients.

volScout has partnered with Convergency to develop business strategies that accelerate and drive sustainable and profitable growth.

More information on volScout: https://www.volscout.com/

Zocks is the AI assistant for financial advisors, freeing up significant time by automating meeting notes, client intake forms, CRM updates, follow-up emails, and financial plan follow-ups — so advisors can focus on client relationships and growing AUM. Trusted by more than 5,000 firms, from solo practitioners to large enterprises, Zocks is built with a privacy-first architecture that keeps client conversations confidential and ensures advisors retain full ownership and control of their data. The platform is integrated with the CRMs, planning tools, and meeting platforms advisors already use across the wealth management ecosystem, and has been recognized as the #1 AI assistant for financial services.

Zocks has partnered with Convergency to accelerate enterprise distribution across wealth management, asset management, insurance, and retirement — bringing Zocks to advisory firms of every size, from solo practitioners to the largest enterprises.

For more information on Zocks: https://www.zocks.io/