Insights

Niche SaaS Financial services focus with UV Cloud platform and customizable reporting presents a strong cross-sell opportunity to insurance and retirement solutions providers seeking cloud-based, cost-efficient software.

Customer Success Track record of completing over 20 conversions onto UV Cloud and emphasis on fast response times and integrity signals credibility with prospects considering migration to a proven, service-oriented SaaS fintech solution.

Strategic M&A Acquisition by SE2 in 2020 indicates potential for larger partner channels and joint go-to-market initiatives with enterprise-grade insurance tech firms, expanding access to Fortune 100 and large-scale clients.

Cloud & Cost Cloud-enabled, cost-reducing IT profile aligns with financial services buyers prioritizing scalable, pay-as-you-go architectures; position around total cost of ownership and rapid deployment.

Growth Signals Revenue range and small team size suggest agility; leverage partnerships, channel programs, and white-label or integration opportunities with mid-market to enterprise distributors seeking specialized fintech add-ons.

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.

Amazon Web Services

Cloud Hosting

Google Workspace

Font Awesome

Font Scripts

Twemoji

Font Scripts

reCAPTCHA

Security

Convergent Financial Technologies Inc Email Formats	Example	Percentage
FLast@convergentfinancial.net	JDoe@convergentfinancial.net	100%

Convergent Financial Technologies Inc Email Formats

Example

Percentage

FLast@convergentfinancial.net

JDoe@convergentfinancial.net

100%

Frequently Asked Questions

What is Convergent Financial Technologies Inc's phone number?

You can contact Convergent Financial Technologies Inc's main corporate office by phone at

+1-609-945-****

. 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?

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?

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?

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?

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?

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

What technology does Convergent Financial Technologies Inc use?

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?

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?

Convergent Financial Technologies Inc was founded in 2013.

Convergent Financial Technologies Inc

Q: What is Convergent Financial Technologies Inc's NAICS code?

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

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.

Insights

Similar companies to Convergent Financial Technologies Inc

FIS

Fiserv

TATA Consultancy Services (TCS)

Finastra

Infosys Finacle

Jack Henry

Oracle Financial Services

Temenos