Who We Serve

Wealth Managers

The wealth management landscape is evolving at a rapid pace. Convergency Partners advises on how to adapt to transforming environments with new strategies, technology, priorities, and revenue streams.

We work with firms ranging from growth-focused RIAs to the largest, scale-driven organizations, helping them accelerate their growth.

How we help wealth managers accelerate growth

Growth Strategy

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

Organic Growth:

- Improving lead generation strategy
- Developing brand strategy and strategic marketing initiatives
- Leveraging new investment solutions and technology tools

Inorganic Growth:

- Developing and executing acquisition and recruiting strategies
- Planning for, identifying and engaging with the right financial sponsors to get access to growth capital
- Planning for M&A, a sale, or liquidity event
- Assisting with the integration or merger of firms

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 research and selection
- Driving advisor adoption

Leadership Strategy

Companies fail without the right people in the right roles with the right mandate. As successful senior operators, we help clients identify and recruit senior leaders and advisors they will need for the future as well as work with existing teams in terms of training and development.

How Can We Help?

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