Insights

Target Fortune Acquired by SE2 in 2020, signaling potential access to larger insurer and retirement solutions ecosystem; a channel to expand UV Cloud offerings through existing insurance and annuities platforms.

Cloud Native Value Strong emphasis on cloud-enabled, fully integrated SaaS financial applications with cost reduction benefits, presenting a compelling value proposition for mid-market and enterprise clients seeking modern, scalable financial software.

UV Cloud Focus Core product UV Cloud is a unit value pricing and trading application with flexible reporting and integration capabilities, suggesting cross-sell opportunities into funds managers and administrative interfaces within financial services clients.

Proven Implementations Over twenty successful conversions onto UV Cloud, including Fortune 100 companies, indicating credibility and referenceability to win similar large-scale finance and investment operations customers.

Strategic Partnerships Past collaborations with VMS and broader ecosystem partners imply a receptiveness to alliance-driven sales; leverage partnerships to broaden reach in wealth, retirement, and asset management domains.

Similar companies to Convergent Financial Technologies Inc

Convergent Financial Technologies Inc Tech Stack

Convergent Financial Technologies Inc uses 5 technology products and services including Amazon Web Services, Google Workspace, Font Awesome, and more. Explore Convergent Financial Technologies Inc's tech stack below.

Convergent Financial Technologies Inc's Email Address Formats

Convergent Financial Technologies Inc uses at least 1 email format:
Convergent Financial Technologies Inc Email FormatsExamplePercentage
FLast@convergentfinancial.netJDoe@convergentfinancial.net
100%

Frequently Asked Questions

What is Convergent Financial Technologies Inc's phone number?

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You can contact Convergent Financial Technologies 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 Convergent Financial Technologies Inc's official website and social media links?

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Convergent Financial Technologies Inc's official website is convergentfinancial.net and has social profiles on LinkedIn.

How much revenue does Convergent Financial Technologies Inc generate?

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As of September 2026, Convergent Financial Technologies Inc's annual revenue is estimated to be $1M - $10M.

What is Convergent Financial Technologies Inc's NAICS code?

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Convergent Financial Technologies Inc's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Convergent Financial Technologies Inc have currently?

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As of September 2026, Convergent Financial Technologies Inc has approximately 2 employees across 1 continents, including North America. Key team members include Senior Vice President Solutions Architect: J. M. and Lead Software Engineer: B. H. Explore Convergent Financial Technologies Inc's employee directory with LeadIQ.

What industry does Convergent Financial Technologies Inc belong to?

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Convergent Financial Technologies Inc operates in the IT Services and IT Consulting industry.

What technology does Convergent Financial Technologies Inc use?

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Convergent Financial Technologies Inc's tech stack includes Amazon Web Services, Google Workspace, Font Awesome, Twemoji and reCAPTCHA.

What is Convergent Financial Technologies Inc's email format?

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Convergent Financial Technologies Inc's email format typically follows the pattern of FLast@convergentfinancial.net. Find more Convergent Financial Technologies Inc email formats with LeadIQ.

When was Convergent Financial Technologies Inc founded?

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Convergent Financial Technologies Inc was founded in 2013.
Convergent Financial Technologies Inc logo

Convergent Financial Technologies Inc

IT Services and IT ConsultingNew Jersey, United States2-10 Employees

Convergent Financial Technologies Inc is a software development company focused on financial services software, delivering integrated SaaS applications designed to reduce IT costs and support cloud-enabled, user-friendly operations. Its flagship offering, UV Cloud, provides unit value pricing and trading functionality with customizable reporting and interfaces for fund managers and administration systems, serving clients in the financial services sector. The firm emphasizes responsive service and integrity, having completed multiple conversions to the UV Cloud platform for notably large clients. Founded in 2013 and based in Hamilton, New Jersey, the company operates within the IT services and IT consulting industry, positioning itself around specialized financial technology solutions. Notable activity includes a prior acquisition by SE2 in 2020, reflecting continued relevance in the insurance and retirement solutions space.

Section iconCompany Overview

Phone number
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Convergent Financial Technologies Inc's revenue is estimated to be in the range of $1M - $10M

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