Services

Fintech & Wealthtech

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Fintech & Wealthtech
Convergency Partners works with early and mid-stage wealthtech and fintech firms that aspire to grow to become critical players in the wealth and financial services ecosystems or to be acquired or merged with an existing market leader.
We work with wealthtech and fintech firms in a variety of ways to establish market presence and sales momentum by using our insight as senior operators to align solution to need.
Some of our services include:

Business Development

We support our clients’ growth through strategic business development – providing access to key executives and decision makers at nearly all their potential client firms as well as helping them navigate the buying process while delivering the right messages to to the right people at the right time.

We use our voice in the industry to continuously advocate for the solutions we believe will transform wealth and asset management, sharing our perspective with senior executives across the industry looking for innovation.

Investor Relations

We help our clients identify and connect to the right financial sponsor for their business as well as help them prepare their business for the scrutiny of a professional investment firm. We understand this process and have relationships with a number of financial sponsors focused in Fintech and Wealthtech.

Advisory Board Development

Creating a strong advisory board is a key pillar for success to many of our clients, and we can assist in both recruiting impactful executives from our network as well as providing guidance in how to manage the advisory board and make full use of it. In the right situations, we can also serve on an advisory board or board of directors ourselves.

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