Insights

Market leadership Convergence positions itself as a market leader across Advisors, Service Providers, Institutional Investors, Private Equity, and Government Agencies, signaling broad cross-sector demand and potential for upsell into multiple client types.

Risk analytics The core offering focuses on operating risk clarity for Investors and Service Providers, plus mitigation guidance, creating sales opportunities around enhanced due diligence, vendor risk management programs, and ODD process optimization.

Regulatory insights Predictive analytics on Regulatory Event Risk and vendor fit help clients anticipate compliance issues and identify at-risk relationships, providing a strong pitch for firms needing proactive monitoring and governance enhancements.

Global reach Recent expansion activity including UK asset acquisitions suggests appetite for international data sources and cross-border analytics, presenting opportunities to sell multi-region data and benchmarks to global asset managers and custodians.

Tech enablement Technology stack and analytics platform enable scalable, data-driven insights; potential upsell angles include premium data feeds, white-labeled dashboards, and enhanced integration with existing RMIS, PMIS, or regulatory reporting workflows.

Similar companies to Convergence Inc

Convergence Inc Tech Stack

Convergence Inc uses 8 technology products and services including LinkedIn Ads, Amazon Web Services, WordPress, and more. Explore Convergence Inc's tech stack below.

Convergence Inc's Email Address Formats

Convergence Inc uses at least 1 email format:
Convergence Inc Email FormatsExamplePercentage
FLast@convergenceinc.comJDoe@convergenceinc.com
100%

Frequently Asked Questions

What is Convergence Inc's phone number?

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You can contact Convergence Inc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Convergence Inc's official website and social media links?

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Convergence Inc's official website is convergenceinc.com and has social profiles on LinkedIn.

How much revenue does Convergence Inc generate?

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As of August 2026, Convergence Inc's annual revenue is estimated to be $10M - $25M.

What is Convergence Inc's SIC code and NAICS code?

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Convergence Inc's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Convergence Inc have currently?

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As of August 2026, Convergence Inc has approximately 41 employees across 3 continents, including North America, Asia and Europe. Key team members include Human Resources Manager: M. G., Data Analyst: J. A. and Data Research Analyst: T. M. Explore Convergence Inc's employee directory with LeadIQ.

What industry does Convergence Inc belong to?

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Convergence Inc operates in the Financial Services industry.

What technology does Convergence Inc use?

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Convergence Inc's tech stack includes LinkedIn Ads, Amazon Web Services, WordPress, WooCommerce, Google Workspace, Klaviyo, WP Engine and Google Tag Manager.

What is Convergence Inc's email format?

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Convergence Inc's email format typically follows the pattern of FLast@convergenceinc.com. Find more Convergence Inc email formats with LeadIQ.

How much funding has Convergence Inc raised to date?

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As of August 2026, Convergence Inc has raised $2.4M in funding. The last funding round occurred on Jul 15, 2016.

When was Convergence Inc founded?

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Convergence Inc was founded in 2013.
Convergence Inc logo

Convergence Inc

Financial ServicesConnecticut, United States11-50 Employees

Convergence Inc is a data and analytics company focused on the asset management ecosystem, offering a platform that integrates public and proprietary data with analytical insights into the operations and infrastructure of asset managers. Its offerings aim to clarify operating risk for investors and service providers, illuminate client marketplaces and competitive dynamics for service providers, and strengthen due diligence processes by highlighting non-investment risks and suggested mitigations.

Its client base includes advisors, service providers, institutional investors such as pension funds and endowments, private equity investors, and government agencies. The firm is based in South Norwalk, Connecticut, and maintains a mid-sized team. In June 2025, reports indicate that Convergence Group acquired the UK assets of M247, reflecting an expansion associated with its activities.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $2.4M

    Convergence Inc has raised a total of $2.4M of funding over 1 rounds. Their latest funding round was raised on Jul 15, 2016 as a Venture Round.

  • $10M - $25M

    Convergence Inc's revenue is estimated to be in the range of $10M - $25M

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