Wealth Management Advisory

Wealth Management Advisory
The wealth management landscape is evolving at a rapid pace. Convergency Partners advises on how to adapt to and profit from this transformative environment, working with firms ranging from growth-focused independent practitioners to the largest, scale-driven organizations to help them drive both innovation and top line revenue.
Some of our services include:

Growth Strategy

We work with our clients to develop and execute on both organic and inorganic growth strategies.

Organic Growth:

    • Profitability improvement initiatives
    • Brand strategy and strategic marketing initiatives
    • Leveraging solutions and tools

Technology Strategy

We help our clients ensure their technology will allow them to continue to evolve, innovate and grow, providing services such as:

    • Bespoke technology platform selection and integration
    • Emerging technology research and deployment

Leadership Strategy

Companies do not succeed without the right people in the right roles with the right mandate. We help clients identify and recruit the senior leaders and advisors they will need for the future as well as work with existing teams in terms of training and development.

Inorganic Growth

    • Planning for, identifying and engaging with the right financial sponsors to get access to growth capital
    • Practice valuation services and planning ahead of M&A, a sale, or liquidity event
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