Iownit has created technology to transform private markets, enabling greater connectivity, lowering barriers to entry and ensuring greater participation. The company leverages a private permissioned ledger focusing specifically on post-trade processing of alternative investments. The company partners with like-minded organizations, giving them a platform and tools to connect, engage, and transact with others in private markets. Iownit’s technology provides speed and efficiency of a digital-first environment.

Iownit has partnered with Convergency to set the strategic direction of the firm and leverage our experience and network to drive adoption as an industry solution.

More information on iownit: https://www.iownit.us/

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/

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/

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/

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/

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/

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://5ndvr.com/