Beneficient has developed a first-of-its-kind platform driven by technology and data that provides valuation, exit opportunities, and diversification of illiquid private investments held by mid-to-high net worth individuals and small-to-medium institutional investors.

Beneficient has partnered with Convergency to help refine the solution and drive growth by delivering the platform to enterprises in the advisor-led wealth management channel.

For more information on Beneficient: https://www.trustben.com/

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/ 

Door is a powerful, tech-fueled platform aiming to become the global industry solution for the efficient collection and dissemination of fund due diligence data between asset and wealth managers.  Door’s platform creates a new industry standard, replaces a fragmented, inefficient process, and forms a global marketplace where asset managers and asset owners engage more efficiently, more deeply and more effectively.

Door has partnered with Convergency to build industry brand recognition and platform adoption from both asset and wealth managers.

For more information on Door: https://guidetodoor.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/

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/